BA
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Ballew Advisors’s Cal-Maine CALM Stock Holding History

Ballew Advisors’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
-3,116
Closed -$291K – 124
2025
Q3 		$291K Buy
+3,116
New +$333K 0.16% 97
2025
Q1 		– Sell
-3,811
Closed -$408K – 109
2024
Q4 		$408K Sell
3,811
-2,117
-36% -$200K 0.26% 74
2024
Q3 		$533K Sell
5,928
-1,079
-15% -$74.7K 0.36% 59
2024
Q2 		$440K Buy
7,007
+111
+2% +$6.58K 0.29% 70
2024
Q1 		$424K Sell
6,896
-728
-10% -$41.4K 0.29% 72
2023
Q4 		$415K Sell
7,624
-5,491
-42% -$271K 0.31% 69
2023
Q3 		$578K Buy
13,115
+6,466
+97% +$300K 0.48% 60
2023
Q2 		$293K Hold
6,649
– – 0.21% 82
2023
Q1 		$297K Sell
6,649
-985
-13% -$54.9K 0.22% 83
2022
Q4 		$418K Buy
7,634
+573
+8% +$33.1K 0.32% 66
2022
Q3 		$389K Buy
+7,061
New +$386K 0.35% 63
2018
Q4 		– Sell
-218
Closed -$10K – 134
2018
Q3 		$10K Sell
218
-636
-74% -$30.4K 0.01% 287
2018
Q2 		$39K Sell
854
-727
-46% -$35.1K 0.04% 176
2018
Q1 		$69K Sell
1,581
-13,181
-89% -$572K 0.06% 133
2017
Q4 		$657K Buy
+14,762
New +$658K 0.65% 39

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

Ballew Advisors's CALM Position: Q4 2025 in Review

Ballew Advisors sold out of Cal-Maine (CALM) in Q4 2025, closing a stake of 3,116 shares — an estimated $291K sold.

Ballew Advisors first reported a position in CALM in Q4 2017 and held it in 15 quarters. The position peaked at $657K in Q4 2017. 462 funds tracked by Wall St. Rank hold CALM as of Q4 2025.

  • Ballew Advisors reported no remaining Cal-Maine position as of Q4 2025 after selling out during the quarter.
  • Ballew Advisors sold 3,116 Cal-Maine shares in Q4 2025, an estimated $291K.
  • Ballew Advisors first reported a position in Cal-Maine in Q4 2017 and held it in 15 quarters.
  • Ballew Advisors's Cal-Maine position peaked at $657K in Q4 2017.
  • 462 funds tracked by Wall St. Rank held Cal-Maine as of Q4 2025.

Based on Ballew Advisors's 13F filing for Q4 2025, filed 14 Jan 2026.