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
2020 Q3	–	Sell	-10	Closed	-$204K	–	353
2020 Q2	$204K	Buy	+10	New	+$4.11K	0.04%	305

Other funds holding CVM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 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.