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

Axxcess 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
2025
Q4 		– Sell
-2,454
Closed -$231K – 1055
2025
Q3 		$231K Buy
2,454
+145
+6% +$15.5K ﹤0.01% 842
2025
Q2 		$230K Buy
+2,309
New +$221K 0.01% 797
2025
Q1 		– Sell
-1,972
Closed -$203K – 854
2024
Q4 		$203K Buy
+1,972
New +$186K ﹤0.01% 816

Other funds holding CALM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Axxcess Wealth Management's CALM Position: Q4 2025 in Review

Axxcess Wealth Management sold out of Cal-Maine (CALM) in Q4 2025, closing a stake of 2,454 shares — an estimated $231K sold.

Axxcess Wealth Management first reported a position in CALM in Q4 2024 and held it in 3 quarters. The position peaked at $231K in Q3 2025. 462 funds tracked by Wall St. Rank hold CALM as of Q4 2025.

  • Axxcess Wealth Management reported no remaining Cal-Maine position as of Q4 2025 after selling out during the quarter.
  • Axxcess Wealth Management sold 2,454 Cal-Maine shares in Q4 2025, an estimated $231K.
  • Axxcess Wealth Management first reported a position in Cal-Maine in Q4 2024 and held it in 3 quarters.
  • Axxcess Wealth Management's Cal-Maine position peaked at $231K in Q3 2025.
  • 462 funds tracked by Wall St. Rank held Cal-Maine as of Q4 2025.

Based on Axxcess Wealth Management's 13F filing for Q4 2025, filed 6 Feb 2026.