BWM
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Baron Wealth Management’s Cal-Maine CALM Stock Holding History

Baron 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
-3,274
Closed -$308K – 264
2025
Q3 		$308K Buy
3,274
+73
+2% +$7.8K 0.1% 154
2025
Q2 		$319K Buy
3,201
+993
+45% +$94.9K 0.11% 135
2025
Q1 		$201K Buy
+2,208
New +$218K 0.09% 194

Other funds holding CALM

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $552B AUM 44.19% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Baron Wealth Management sold out of Cal-Maine (CALM) in Q4 2025, closing a stake of 3,274 shares — an estimated $308K sold.

Baron Wealth Management first reported a position in CALM in Q1 2025 and held it in 3 quarters. The position peaked at $319K in Q2 2025. 463 funds tracked by Wall St. Rank hold CALM as of Q4 2025.

  • Baron Wealth Management reported no remaining Cal-Maine position as of Q4 2025 after selling out during the quarter.
  • Baron Wealth Management sold 3,274 Cal-Maine shares in Q4 2025, an estimated $308K.
  • Baron Wealth Management first reported a position in Cal-Maine in Q1 2025 and held it in 3 quarters.
  • Baron Wealth Management's Cal-Maine position peaked at $319K in Q2 2025.
  • 463 funds tracked by Wall St. Rank held Cal-Maine as of Q4 2025.

Based on Baron Wealth Management's 13F filing for Q4 2025, filed 14 Jan 2026.