CAM
CALM icon

Congress Asset Management’s Cal-Maine CALM Stock Holding History

Congress Asset 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
Q3 		$13.8M Buy
202,936
+27,328
+16% +$2.21M 0.09% 191
2026
Q2 		$14.1M Buy
175,608
+66,328
+61% +$5.12M 0.09% 182
2026
Q1 		$8.65M Buy
109,280
+24,464
+29% +$2.01M 0.06% 213
2025
Q4 		$6.75M Sell
84,816
-1,928
-2% -$169K 0.05% 215
2025
Q3 		$8.16M Sell
86,744
-276
-0.3% -$29.5K 0.05% 200
2025
Q2 		$8.67M Sell
87,020
-4,786
-5% -$457K 0.06% 195
2025
Q1 		$8.35M Sell
91,806
-159
-0.2% -$15.7K 0.06% 197
2024
Q4 		$9.46M Buy
91,965
+7,231
+9% +$682K 0.06% 199
2024
Q3 		$6.34M Sell
84,734
-860
-1% -$59.5K 0.04% 212
2024
Q2 		$5.23M Sell
85,594
-1,054
-1% -$62.5K 0.04% 226
2024
Q1 		$5.1M Sell
86,648
-3,389
-4% -$193K 0.04% 225
2023
Q4 		$5.17M Sell
90,037
-1,053
-1% -$52K 0.04% 235
2023
Q3 		$4.41M Buy
91,090
+126
+0.1% +$5.86K 0.04% 229
2023
Q2 		$4.09M Sell
90,964
-9,592
-10% -$476K 0.04% 230
2023
Q1 		$6.12M Buy
100,556
+10,057
+11% +$561K 0.06% 200
2022
Q4 		$4.93M Buy
90,499
+23,141
+34% +$1.34M 0.05% 216
2022
Q3 		$3.74M Buy
+67,358
New +$3.68M 0.04% 222

Other funds holding CALM

CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
CD
Chapin Davis Baltimore, Maryland $520M AUM 117.57% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
MAFA
MJT & Associates Financial Advisory Monteviceo, Minnesota $155M AUM 15.7% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return

Congress Asset Management's CALM Position: Q3 2026 in Review

Congress Asset Management increased its Cal-Maine (CALM) stake by 16% in Q3 2026, buying an estimated $2.21M and bringing the position to 202,936 shares worth $13.8M. The position accounts for 0.09% of the portfolio, ranked #191.

Congress Asset Management first reported a position in CALM in Q3 2022 and has held it in 17 quarters since. The position peaked at $14.1M in Q2 2026. 11 funds tracked by Wall St. Rank hold CALM as of Q3 2026.

  • Congress Asset Management held 202,936 shares of Cal-Maine worth $13.8M as of Q3 2026.
  • Congress Asset Management bought 27,328 Cal-Maine shares in Q3 2026, an estimated $2.21M.
  • Cal-Maine made up 0.09% of Congress Asset Management's portfolio in Q3 2026, its #191 holding.
  • Congress Asset Management first reported a position in Cal-Maine in Q3 2022 and has held it in 17 quarters since.
  • Congress Asset Management's Cal-Maine position peaked at $14.1M in Q2 2026.
  • 11 funds tracked by Wall St. Rank held Cal-Maine as of Q3 2026.

Based on Congress Asset Management's 13F filing for Q3 2026, filed 6 Oct 2026.