Empirical Wealth Management
CALM icon

Empirical Wealth Management’s Cal-Maine CALM Stock Holding History

Empirical 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
Q3 		– Sell
-5,876
Closed -$473K – 1168
2026
Q2 		$473K Buy
5,876
+1,102
+23% +$85.1K 0.01% 701
2026
Q1 		$378K Buy
4,774
+1,051
+28% +$86.3K 0.01% 688
2025
Q4 		$296K Buy
3,723
+516
+16% +$45.3K 0.01% 702
2025
Q3 		$302K Buy
3,207
+335
+12% +$35.8K 0.01% 613
2025
Q2 		$286K Buy
2,872
+179
+7% +$17.1K 0.01% 546
2025
Q1 		$245K Buy
+2,693
New +$266K 0.01% 558

Other funds holding CALM

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Hennessy Advisors Inc
Hennessy Advisors Inc Novato, California $2.66B AUM 26.6% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return
Eldred Rock Partners
Eldred Rock Partners San Antonio, Texas $451M AUM 38.39% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Empirical Wealth Management's CALM Position: Q3 2026 in Review

Empirical Wealth Management sold out of Cal-Maine (CALM) in Q3 2026, closing a stake of 5,876 shares — an estimated $473K sold.

Empirical Wealth Management first reported a position in CALM in Q1 2025 and held it in 6 quarters. The position peaked at $473K in Q2 2026. 162 funds tracked by Wall St. Rank hold CALM as of Q3 2026.

  • Empirical Wealth Management reported no remaining Cal-Maine position as of Q3 2026 after selling out during the quarter.
  • Empirical Wealth Management sold 5,876 Cal-Maine shares in Q3 2026, an estimated $473K.
  • Empirical Wealth Management first reported a position in Cal-Maine in Q1 2025 and held it in 6 quarters.
  • Empirical Wealth Management's Cal-Maine position peaked at $473K in Q2 2026.
  • 162 funds tracked by Wall St. Rank held Cal-Maine as of Q3 2026.

Based on Empirical Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.