Optimize Financial’s Cal-Maine CALM Stock Holding History

Optimize Financial’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	-5,331	Closed	-$424K	–	324
2025 Q4	$424K	Buy	5,331 +76	+1%	+$6.67K	0.21%	194
2025 Q3	$494K	Buy	+5,255	New	+$561K	0.26%	114

Other funds holding CALM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

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

Optimize Financial's CALM Position: Q1 2026 in Review

Optimize Financial sold out of Cal-Maine (CALM) in Q1 2026, closing a stake of 5,331 shares — an estimated $424K sold.

Optimize Financial first reported a position in CALM in Q3 2025 and held it in 2 quarters. The position peaked at $494K in Q3 2025. 461 funds tracked by Wall St. Rank hold CALM as of Q1 2026.

Optimize Financial reported no remaining Cal-Maine position as of Q1 2026 after selling out during the quarter.
Optimize Financial sold 5,331 Cal-Maine shares in Q1 2026, an estimated $424K.
Optimize Financial first reported a position in Cal-Maine in Q3 2025 and held it in 2 quarters.
Optimize Financial's Cal-Maine position peaked at $494K in Q3 2025.
461 funds tracked by Wall St. Rank held Cal-Maine as of Q1 2026.

Based on Optimize Financial's 13F filing for Q1 2026, filed 12 May 2026.