IAA
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Independent Advisor Alliance’s Cal-Maine CALM Stock Holding History

Independent Advisor Alliance’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
-14,001
Closed -$1.32M – 1009
2025
Q3 		$1.32M Buy
14,001
+148
+1% +$15.8K 0.03% 381
2025
Q2 		$1.38M Buy
13,853
+107
+0.8% +$10.2K 0.04% 349
2025
Q1 		$1.25M Buy
13,746
+2,416
+21% +$238K 0.04% 332
2024
Q4 		$1.17M Buy
+11,330
New +$1.07M 0.02% 686

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

Independent Advisor Alliance's CALM Position: Q4 2025 in Review

Independent Advisor Alliance sold out of Cal-Maine (CALM) in Q4 2025, closing a stake of 14,001 shares — an estimated $1.32M sold.

Independent Advisor Alliance first reported a position in CALM in Q4 2024 and held it in 4 quarters. The position peaked at $1.38M in Q2 2025. 463 funds tracked by Wall St. Rank hold CALM as of Q4 2025.

  • Independent Advisor Alliance reported no remaining Cal-Maine position as of Q4 2025 after selling out during the quarter.
  • Independent Advisor Alliance sold 14,001 Cal-Maine shares in Q4 2025, an estimated $1.32M.
  • Independent Advisor Alliance first reported a position in Cal-Maine in Q4 2024 and held it in 4 quarters.
  • Independent Advisor Alliance's Cal-Maine position peaked at $1.38M in Q2 2025.
  • 463 funds tracked by Wall St. Rank held Cal-Maine as of Q4 2025.

Based on Independent Advisor Alliance's 13F filing for Q4 2025, filed 4 Feb 2026.