CWM
CALM icon

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
Q2 		$929K Buy
11,529
+843
+8% +$65.1K 0.42% 34
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
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 $3.37T AUM 44.26% 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

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

Cadence Wealth Management increased its Cal-Maine (CALM) stake by 7.9% in Q2 2026, buying an estimated $65.1K and bringing the position to 11,529 shares worth $929K. The position accounts for 0.42% of the portfolio, ranked #34.

Cadence Wealth Management first reported a position in CALM in Q3 2023 and has held it in 12 quarters since. 456 funds tracked by Wall St. Rank hold CALM as of Q2 2026.

  • Cadence Wealth Management held 11,529 shares of Cal-Maine worth $929K as of Q2 2026.
  • Cadence Wealth Management bought 843 Cal-Maine shares in Q2 2026, an estimated $65.1K.
  • Cal-Maine made up 0.42% of Cadence Wealth Management's portfolio in Q2 2026, its #34 holding.
  • Cadence Wealth Management first reported a position in Cal-Maine in Q3 2023 and has held it in 12 quarters since.
  • 456 funds tracked by Wall St. Rank held Cal-Maine as of Q2 2026.

Based on Cadence Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.