Planned Solutions’s Cal-Maine CALM Stock Holding History

Planned Solutions’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	$315K	Buy	3,915 +38	+1%	+$2.93K	0.09%	109
2026 Q1	$307K	Hold	3,877	–	–	0.1%	101
2025 Q4	$308K	Buy	3,877 +7	+0.2%	+$615	0.1%	98
2025 Q3	$364K	Sell	3,870 -190	-5%	-$20.3K	0.13%	86
2025 Q2	$404K	Hold	4,060	–	–	0.16%	72
2025 Q1	$369K	Hold	4,060	–	–	0.15%	68
2024 Q4	$418K	Hold	4,060	–	–	0.17%	64
2024 Q3	$304K	Buy	4,060 +380	+10%	+$26.3K	0.12%	72
2024 Q2	$225K	Buy	+3,680	New	+$218K	0.11%	85
2024 Q1	–	Sell	-1,910	Closed	-$110K	–	160
2023 Q4	$110K	Buy	+1,910	New	+$94.4K	0.05%	170

Other funds holding CALM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Eldred Rock Partners San Antonio, Texas $465M AUM 48.86% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Leibman Financial Services Louisville, Nebraska $150M AUM 20.45% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return