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

Cadence 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	$846K	Buy	10,686 +6,994	+189%	+$575K	0.35%	34
2025 Q4	$294K	Buy	3,692 +276	+8%	+$24.2K	0.14%	49
2025 Q3	$321K	Buy	3,416 +84	+3%	+$8.97K	0.17%	49
2025 Q2	$332K	Buy	3,332 +257	+8%	+$24.6K	0.22%	42
2025 Q1	$280K	Buy	3,075 +12	+0.4%	+$1.19K	0.21%	39
2024 Q4	$315K	Sell	3,063 -2,712	-47%	-$256K	0.21%	37
2024 Q3	$432K	Sell	5,775 -2,201	-28%	-$152K	0.35%	27
2024 Q2	$487K	Buy	7,976 +682	+9%	+$40.5K	0.34%	28
2024 Q1	$429K	Sell	7,294 -70	-1%	-$3.98K	0.44%	24
2023 Q4	$423K	Buy	7,364 +1,202	+20%	+$59.4K	0.33%	25
2023 Q3	$298K	Buy	+6,162	New	+$286K	0.25%	32

Other funds holding CALM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

RRAM

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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

Cadence Wealth Management increased its Cal-Maine (CALM) stake by 189% in Q1 2026, buying an estimated $575K and bringing the position to 10,686 shares worth $846K. The position accounts for 0.35% of the portfolio, ranked #34.

Cadence Wealth Management first reported a position in CALM in Q3 2023 and has held it in 11 quarters since. 461 funds tracked by Wall St. Rank hold CALM as of Q1 2026.

Cadence Wealth Management held 10,686 shares of Cal-Maine worth $846K as of Q1 2026.
Cadence Wealth Management bought 6,994 Cal-Maine shares in Q1 2026, an estimated $575K.
Cal-Maine made up 0.35% of Cadence Wealth Management's portfolio in Q1 2026, its #34 holding.
Cadence Wealth Management first reported a position in Cal-Maine in Q3 2023 and has held it in 11 quarters since.
461 funds tracked by Wall St. Rank held Cal-Maine as of Q1 2026.

Based on Cadence Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.