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Garton & Associates Financial Advisors’s Cal-Maine CALM Stock Holding History

Garton & Associates Financial Advisors’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 		– Sell
-104
Closed -$8.25K – 212
2025
Q4 		$8.25K Buy
+104
New +$9.13K ﹤0.01% 881

Other funds holding CALM

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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 $3.37T AUM 44.26% 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

Garton & Associates Financial Advisors's CALM Position: Q1 2026 in Review

Garton & Associates Financial Advisors sold out of Cal-Maine (CALM) in Q1 2026, closing a stake of 104 shares — an estimated $8.25K sold.

Garton & Associates Financial Advisors first reported a position in CALM in Q4 2025 and held it in 1 quarter. The position peaked at $8.25K in Q4 2025. 463 funds tracked by Wall St. Rank hold CALM as of Q1 2026.

  • Garton & Associates Financial Advisors reported no remaining Cal-Maine position as of Q1 2026 after selling out during the quarter.
  • Garton & Associates Financial Advisors sold 104 Cal-Maine shares in Q1 2026, an estimated $8.25K.
  • Garton & Associates Financial Advisors first reported a position in Cal-Maine in Q4 2025 and held it in 1 quarter.
  • Garton & Associates Financial Advisors's Cal-Maine position peaked at $8.25K in Q4 2025.
  • 463 funds tracked by Wall St. Rank held Cal-Maine as of Q1 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.