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Calton & Associates’s CEL-SCI Corp CVM Stock Holding History

Calton & Associates’s Portfolio CVM Stock Details CVM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-1,555
Closed -$10.7K – 395
2025
Q1 		$10.7K Buy
+1,555
New +$16.8K ﹤0.01% 339
2024
Q4 		– Sell
-1,571
Closed -$50K – 211
2024
Q3 		$50K Buy
+1,571
New +$55.4K 0.02% 238
2023
Q4 		– Sell
-643
Closed -$24.1K – 248
2023
Q3 		$24.1K Buy
+643
New +$30.8K 0.04% 100
2023
Q1 		– Sell
-553
Closed -$39K – 245
2022
Q4 		$39K Hold
553
– – 0.02% 278
2022
Q3 		$51K Hold
553
– – 0.03% 207
2022
Q2 		$74K Sell
553
-14
-2% -$1.46K 0.04% 231
2022
Q1 		$66K Sell
567
-136
-19% -$22.1K 0.02% 343
2021
Q4 		$149K Sell
703
-167
-19% -$51.2K 0.04% 354
2021
Q3 		$286K Sell
870
-67
-7% -$19.5K 0.06% 298
2021
Q2 		$243K Hold
937
– – 0.05% 337
2021
Q1 		$427K Sell
937
-113
-11% -$61.7K 0.08% 214
2020
Q4 		$367K Buy
1,050
+13
+1% +$5.13K 0.07% 222
2020
Q3 		$397K Sell
1,037
-13
-1% -$5.13K 0.08% 187
2020
Q2 		$470K Hold
1,050
– – 0.1% 159
2020
Q1 		$364K Buy
1,050
+190
+22% +$69.4K 0.09% 179
2019
Q4 		$236K Buy
+860
New +$203K 0.05% 302
2018
Q1 		– Sell
-7
Closed – – 522
2017
Q4 		$0 Buy
+7
New +$377 ﹤0.01% 1487

Other funds holding CVM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CCM
Chilton Capital Management Houston, Texas $2.87B AUM 25.44% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AIC
Archer Investment Corporation Carmel, Indiana $469M AUM 19.1% 1-Year Est. Return

Calton & Associates's CVM Position: Q2 2025 in Review

Calton & Associates sold out of CEL-SCI Corp (CVM) in Q2 2025, closing a stake of 1,555 shares — an estimated $10.7K sold.

Calton & Associates first reported a position in CVM in Q4 2017 and held it in 17 quarters. The position peaked at $470K in Q2 2020. 28 funds tracked by Wall St. Rank hold CVM as of Q2 2025.

  • Calton & Associates reported no remaining CEL-SCI Corp position as of Q2 2025 after selling out during the quarter.
  • Calton & Associates sold 1,555 CEL-SCI Corp shares in Q2 2025, an estimated $10.7K.
  • Calton & Associates first reported a position in CEL-SCI Corp in Q4 2017 and held it in 17 quarters.
  • Calton & Associates's CEL-SCI Corp position peaked at $470K in Q2 2020.
  • 28 funds tracked by Wall St. Rank held CEL-SCI Corp as of Q2 2025.

Based on Calton & Associates's 13F filing for Q2 2025, filed 12 Aug 2025.