AWM
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AE Wealth Management’s Cal-Maine CALM Stock Holding History

AE 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
Q2 		$226K Buy
2,806
+5
+0.2% +$386 ﹤0.01% 1648
2026
Q1 		$222K Sell
2,801
-120
-4% -$9.86K ﹤0.01% 1552
2025
Q4 		$232K Buy
+2,921
New +$257K ﹤0.01% 1443
2025
Q1 		– Sell
-7,359
Closed -$757K – 2161
2024
Q4 		$757K Sell
7,359
-10,497
-59% -$991K 0.01% 773
2024
Q3 		$1.34M Buy
17,856
+109
+0.6% +$7.54K 0.01% 639
2024
Q2 		$1.08M Buy
17,747
+12,917
+267% +$766K 0.01% 683
2024
Q1 		$284K Sell
4,830
-10,799
-69% -$615K ﹤0.01% 979
2023
Q4 		$878K Buy
15,629
+489
+3% +$24.2K ﹤0.01% 1205
2023
Q3 		$733K Buy
+15,140
New +$704K ﹤0.01% 1217
2022
Q3 		– Sell
-44,555
Closed -$2.2M – 1763
2022
Q2 		$2.2M Buy
+44,555
New +$2.26M 0.02% 635
2021
Q1 		– Sell
-6,148
Closed -$231K – 1489
2020
Q4 		$231K Buy
+6,148
New +$237K ﹤0.01% 1233
2020
Q3 		– Sell
-13,632
Closed -$606K – 1284
2020
Q2 		$606K Buy
+13,632
New +$580K 0.01% 790

Other funds holding CALM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

AE Wealth Management's CALM Position: Q2 2026 in Review

AE Wealth Management increased its Cal-Maine (CALM) stake by 0.18% in Q2 2026, buying an estimated $386 and bringing the position to 2,806 shares worth $226K. The position accounts for ﹤0.01% of the portfolio, ranked #1648.

AE Wealth Management first reported a position in CALM in Q2 2020 and has held it in 12 quarters since. The position peaked at $2.2M in Q2 2022. 456 funds tracked by Wall St. Rank hold CALM as of Q2 2026.

  • AE Wealth Management held 2,806 shares of Cal-Maine worth $226K as of Q2 2026.
  • AE Wealth Management bought 5 Cal-Maine shares in Q2 2026, an estimated $386.
  • Cal-Maine made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1648 holding.
  • AE Wealth Management first reported a position in Cal-Maine in Q2 2020 and has held it in 12 quarters since.
  • AE Wealth Management's Cal-Maine position peaked at $2.2M in Q2 2022.
  • 456 funds tracked by Wall St. Rank held Cal-Maine as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.