IWA
CALM icon

Icon Wealth Advisors’s Cal-Maine CALM Stock Holding History

Icon Wealth 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
Q2 		$753K Buy
9,342
+665
+8% +$51.3K 0.05% 221
2026
Q1 		$651K Buy
8,677
+4,059
+88% +$333K 0.04% 230
2025
Q4 		$367K Sell
4,618
-282
-6% -$24.8K 0.02% 287
2025
Q3 		$461K Buy
4,900
+108
+2% +$11.5K 0.03% 258
2025
Q2 		$477K Sell
4,792
-981
-17% -$93.8K 0.03% 248
2025
Q1 		$525K Buy
5,773
+1,005
+21% +$99.2K 0.04% 214
2024
Q4 		$491K Buy
4,768
+556
+13% +$52.5K 0.04% 217
2024
Q3 		$315K Buy
4,212
+393
+10% +$27.2K 0.03% 287
2024
Q2 		$273K Buy
3,819
+1,545
+68% +$91.7K 0.02% 291
2024
Q1 		$134K Buy
+2,274
New +$129K 0.01% 411

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Icon Wealth Advisors's CALM Position: Q2 2026 in Review

Icon Wealth Advisors increased its Cal-Maine (CALM) stake by 7.7% in Q2 2026, buying an estimated $51.3K and bringing the position to 9,342 shares worth $753K. The position accounts for 0.05% of the portfolio, ranked #221.

Icon Wealth Advisors first reported a position in CALM in Q1 2024 and has held it in 10 quarters since. 456 funds tracked by Wall St. Rank hold CALM as of Q2 2026.

  • Icon Wealth Advisors held 9,342 shares of Cal-Maine worth $753K as of Q2 2026.
  • Icon Wealth Advisors bought 665 Cal-Maine shares in Q2 2026, an estimated $51.3K.
  • Cal-Maine made up 0.05% of Icon Wealth Advisors's portfolio in Q2 2026, its #221 holding.
  • Icon Wealth Advisors first reported a position in Cal-Maine in Q1 2024 and has held it in 10 quarters since.
  • 456 funds tracked by Wall St. Rank held Cal-Maine as of Q2 2026.

Based on Icon Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.