JIR
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James Investment Research’s Cal-Maine CALM Stock Holding History

James Investment Research’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
-2,821
Closed -$265K – 366
2025
Q3 		$265K Buy
+2,821
New +$301K 0.03% 302
2019
Q3 		– Sell
-4,990
Closed -$208K – 577
2019
Q2 		$208K Sell
4,990
-13,255
-73% -$545K 0.02% 359
2019
Q1 		$814K Sell
18,245
-9,030
-33% -$393K 0.05% 248
2018
Q4 		$1.15M Sell
27,275
-18,030
-40% -$835K 0.07% 252
2018
Q3 		$2.19M Buy
45,305
+3,825
+9% +$183K 0.09% 280
2018
Q2 		$1.9M Buy
+41,480
New +$2M 0.07% 391
2017
Q1 		– Sell
-8,455
Closed -$373K – 656
2016
Q4 		$373K Sell
8,455
-229,427
-96% -$9.13M 0.01% 303
2016
Q3 		$9.17M Buy
237,882
+17,139
+8% +$738K 0.24% 118
2016
Q2 		$9.78M Buy
220,743
+2,392
+1% +$113K 0.25% 115
2016
Q1 		$11.3M Buy
218,351
+159,621
+272% +$7.97M 0.28% 99
2015
Q4 		$2.72M Buy
+58,730
New +$3.16M 0.07% 169

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

James Investment Research's CALM Position: Q4 2025 in Review

James Investment Research sold out of Cal-Maine (CALM) in Q4 2025, closing a stake of 2,821 shares — an estimated $265K sold.

James Investment Research first reported a position in CALM in Q4 2015 and held it in 11 quarters. The position peaked at $11.3M in Q1 2016. 463 funds tracked by Wall St. Rank hold CALM as of Q4 2025.

  • James Investment Research reported no remaining Cal-Maine position as of Q4 2025 after selling out during the quarter.
  • James Investment Research sold 2,821 Cal-Maine shares in Q4 2025, an estimated $265K.
  • James Investment Research first reported a position in Cal-Maine in Q4 2015 and held it in 11 quarters.
  • James Investment Research's Cal-Maine position peaked at $11.3M in Q1 2016.
  • 463 funds tracked by Wall St. Rank held Cal-Maine as of Q4 2025.

Based on James Investment Research's 13F filing for Q4 2025, filed 29 Jan 2026.