Accurate Wealth Management’s Cal-Maine CALM Stock Holding History

Accurate Wealth Management’s Portfolio CALM Stock Details CALM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-2,881	Closed	-$212K	–	539
2025 Q4	$212K	Sell	2,881 -1,236	-30%	-$109K	0.03%	483
2025 Q3	$384K	Sell	4,117 -3,442	-46%	-$368K	0.05%	345
2025 Q2	$761K	Sell	7,559 -4,699	-38%	-$449K	0.12%	190
2025 Q1	$1.21M	Sell	12,258 -1,384	-10%	-$137K	0.23%	102
2024 Q4	$1.39M	Sell	13,642 -19	-0.1%	-$1.79K	0.27%	94
2024 Q3	$1.26M	Sell	13,661 -302	-2%	-$20.9K	0.25%	95
2024 Q2	$876K	Buy	13,963 +1,242	+10%	+$73.7K	0.21%	103
2024 Q1	$764K	Buy	12,721 +4,509	+55%	+$257K	0.22%	102
2023 Q4	$445K	Buy	8,212 +3,630	+79%	+$179K	0.14%	153
2023 Q3	$209K	Buy	+4,582	New	+$213K	0.07%	253
2023 Q1	–	Sell	-112	Closed	-$6K	–	419
2022 Q4	$6K	Buy	+112	New	+$6.48K	﹤0.01%	977

Other funds holding CALM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Accurate Wealth Management's CALM Position: Q1 2026 in Review

Accurate Wealth Management sold out of Cal-Maine (CALM) in Q1 2026, closing a stake of 2,881 shares — an estimated $212K sold.

Accurate Wealth Management first reported a position in CALM in Q4 2022 and held it in 11 quarters. The position peaked at $1.39M in Q4 2024. 464 funds tracked by Wall St. Rank hold CALM as of Q1 2026.

Accurate Wealth Management reported no remaining Cal-Maine position as of Q1 2026 after selling out during the quarter.
Accurate Wealth Management sold 2,881 Cal-Maine shares in Q1 2026, an estimated $212K.
Accurate Wealth Management first reported a position in Cal-Maine in Q4 2022 and held it in 11 quarters.
Accurate Wealth Management's Cal-Maine position peaked at $1.39M in Q4 2024.
464 funds tracked by Wall St. Rank held Cal-Maine as of Q1 2026.

Based on Accurate Wealth Management's 13F filing for Q1 2026, filed 23 Apr 2026.