PWPS
CALM icon

Pinnacle Wealth Planning Services’s Cal-Maine CALM Stock Holding History

Pinnacle Wealth Planning Services’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 		$176K Sell
2,183
-295
-12% -$22.8K 0.02% 579
2026
Q1 		$196K Buy
2,478
+504
+26% +$41.4K 0.02% 486
2025
Q4 		$157K Sell
1,974
-456
-19% -$40K 0.02% 568
2025
Q3 		$229K Buy
2,430
+5
+0.2% +$534 0.03% 411
2025
Q2 		$242K Buy
+2,425
New +$232K 0.03% 363
2021
Q1 		– Sell
-159
Closed -$6K – 601
2020
Q4 		$6K Buy
+159
New +$6.12K ﹤0.01% 1577

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

Pinnacle Wealth Planning Services's CALM Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its Cal-Maine (CALM) stake by 12% in Q2 2026, selling an estimated $22.8K and leaving 2,183 shares worth $176K. The position accounts for 0.02% of the portfolio, ranked #579.

Pinnacle Wealth Planning Services first reported a position in CALM in Q4 2020 and has held it in 6 quarters since. The position peaked at $242K in Q2 2025. 456 funds tracked by Wall St. Rank hold CALM as of Q2 2026.

  • Pinnacle Wealth Planning Services held 2,183 shares of Cal-Maine worth $176K as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 295 Cal-Maine shares in Q2 2026, an estimated $22.8K.
  • Cal-Maine made up 0.02% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #579 holding.
  • Pinnacle Wealth Planning Services first reported a position in Cal-Maine in Q4 2020 and has held it in 6 quarters since.
  • Pinnacle Wealth Planning Services's Cal-Maine position peaked at $242K in Q2 2025.
  • 456 funds tracked by Wall St. Rank held Cal-Maine as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.