PWP
CALM icon

Phillips Wealth Planners’s Cal-Maine CALM Stock Holding History

Phillips Wealth Planners’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 		$234K Sell
2,742
-5
-0.2% -$386 0.17% 192
2026
Q1 		$207K Buy
+2,747
New +$226K 0.16% 206

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

Phillips Wealth Planners's CALM Position: Q2 2026 in Review

Phillips Wealth Planners reduced its Cal-Maine (CALM) stake by 0.18% in Q2 2026, selling an estimated $386 and leaving 2,742 shares worth $234K. The position accounts for 0.17% of the portfolio, ranked #192.

Phillips Wealth Planners first reported a position in CALM in Q1 2026 and has held it in 2 quarters since. 456 funds tracked by Wall St. Rank hold CALM as of Q2 2026.

  • Phillips Wealth Planners held 2,742 shares of Cal-Maine worth $234K as of Q2 2026.
  • Phillips Wealth Planners sold 5 Cal-Maine shares in Q2 2026, an estimated $386.
  • Cal-Maine made up 0.17% of Phillips Wealth Planners's portfolio in Q2 2026, its #192 holding.
  • Phillips Wealth Planners first reported a position in Cal-Maine in Q1 2026 and has held it in 2 quarters since.
  • 456 funds tracked by Wall St. Rank held Cal-Maine as of Q2 2026.

Based on Phillips Wealth Planners's 13F filing for Q2 2026, filed 7 Aug 2026.