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Forum Financial Management’s Cal-Maine CALM Stock Holding History

Forum Financial 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
2025
Q4 		– Sell
-2,255
Closed -$212K – 1020
2025
Q3 		$212K Buy
2,255
+6
+0.3% +$641 ﹤0.01% 936
2025
Q2 		$224K Buy
+2,249
New +$215K ﹤0.01% 839

Other funds holding CALM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Forum Financial Management's CALM Position: Q4 2025 in Review

Forum Financial Management sold out of Cal-Maine (CALM) in Q4 2025, closing a stake of 2,255 shares — an estimated $212K sold.

Forum Financial Management first reported a position in CALM in Q2 2025 and held it in 2 quarters. The position peaked at $224K in Q2 2025. 463 funds tracked by Wall St. Rank hold CALM as of Q4 2025.

  • Forum Financial Management reported no remaining Cal-Maine position as of Q4 2025 after selling out during the quarter.
  • Forum Financial Management sold 2,255 Cal-Maine shares in Q4 2025, an estimated $212K.
  • Forum Financial Management first reported a position in Cal-Maine in Q2 2025 and held it in 2 quarters.
  • Forum Financial Management's Cal-Maine position peaked at $224K in Q2 2025.
  • 463 funds tracked by Wall St. Rank held Cal-Maine as of Q4 2025.

Based on Forum Financial Management's 13F filing for Q4 2025, filed 27 Jan 2026.