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 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 New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Renaissance Technologies

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

River Road Asset Management Louisville, Kentucky $8.82B AUM 7.52% 1-Year Est. Return

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return