Carson Wealth (CWM LLC)
CALM icon

Carson Wealth (CWM LLC)’s Cal-Maine CALM Stock Holding History

Carson Wealth (CWM LLC)’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 		$195K Buy
2,469
+74
+3% +$6.08K ﹤0.01% 2759
2025
Q4 		$191K Buy
2,395
+916
+62% +$80.4K ﹤0.01% 2610
2025
Q3 		$139K Buy
1,479
+198
+15% +$21.1K ﹤0.01% 2727
2025
Q2 		$128K Buy
1,281
+95
+8% +$9.08K ﹤0.01% 2509
2025
Q1 		$108K Sell
1,186
-179
-13% -$17.7K ﹤0.01% 2369
2024
Q4 		$140K Buy
1,365
+651
+91% +$61.4K ﹤0.01% 2062
2024
Q3 		$53K Buy
714
+89
+14% +$6.16K ﹤0.01% 2638
2024
Q2 		$38K Buy
625
+341
+120% +$20.2K ﹤0.01% 2652
2024
Q1 		$17K Buy
284
+115
+68% +$6.54K ﹤0.01% 2999
2023
Q4 		$10K Sell
169
-30
-15% -$1.48K ﹤0.01% 3167
2023
Q3 		$10K Buy
199
+123
+162% +$5.71K ﹤0.01% 3120
2023
Q2 		$3K Sell
76
-197
-72% -$9.78K ﹤0.01% 3609
2023
Q1 		$17K Buy
273
+35
+15% +$1.95K ﹤0.01% 2605
2022
Q4 		$13K Buy
238
+45
+23% +$2.6K ﹤0.01% 2638
2022
Q3 		$11K Buy
193
+119
+161% +$6.5K ﹤0.01% 2609
2022
Q2 		$4K Buy
74
+65
+722% +$3.3K ﹤0.01% 3056
2022
Q1 		$0 Buy
+9
New +$392 ﹤0.01% 3545

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
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Carson Wealth (CWM LLC)'s CALM Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Cal-Maine (CALM) stake by 3.1% in Q1 2026, buying an estimated $6.08K and bringing the position to 2,469 shares worth $195K. The position accounts for ﹤0.01% of the portfolio, ranked #2759.

Carson Wealth (CWM LLC) first reported a position in CALM in Q1 2022 and has held it in 17 quarters since. 464 funds tracked by Wall St. Rank hold CALM as of Q1 2026.

  • Carson Wealth (CWM LLC) held 2,469 shares of Cal-Maine worth $195K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 74 Cal-Maine shares in Q1 2026, an estimated $6.08K.
  • Cal-Maine made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2759 holding.
  • Carson Wealth (CWM LLC) first reported a position in Cal-Maine in Q1 2022 and has held it in 17 quarters since.
  • 464 funds tracked by Wall St. Rank held Cal-Maine as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.