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 Q3	$266K	Hold	3,915	–	–	0.07%	122
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	–	–	0.15%	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	–	159
2023 Q4	$110K	Buy	+1,910	New	+$94.4K	0.05%	170

Other funds holding CALM

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

ERP

Eldred Rock Partners San Antonio, Texas $451M AUM 38.39% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

LFS

Leibman Financial Services Louisville, Nebraska $145M AUM 10.64% 1-Year Est. Return

KIC

Keating Investment Counselors Delray Beach, Florida $382M AUM 16.71% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Linden Thomas Advisory Services Charlotte, North Carolina $1.26B AUM 37.95% 1-Year Est. Return

Jamison Private Wealth Management Milton, Georgia $988M AUM 36.57% 1-Year Est. Return

EWM

Elevatus Welath Management Victor, New York $415M AUM 55.85% 1-Year Est. Return

Planned Solutions's CALM Position: Q3 2026 in Review

Planned Solutions held its Cal-Maine (CALM) position steady in Q3 2026 at 3,915 shares worth $266K. The position accounts for 0.07% of the portfolio, ranked #122.

Planned Solutions first reported a position in CALM in Q4 2023 and has held it in 11 quarters since. The position peaked at $418K in Q4 2024. 41 funds tracked by Wall St. Rank hold CALM as of Q3 2026.

Planned Solutions held 3,915 shares of Cal-Maine worth $266K as of Q3 2026.
Planned Solutions left its Cal-Maine share count unchanged in Q3 2026.
Cal-Maine made up 0.07% of Planned Solutions's portfolio in Q3 2026, its #122 holding.
Planned Solutions first reported a position in Cal-Maine in Q4 2023 and has held it in 11 quarters since.
Planned Solutions's Cal-Maine position peaked at $418K in Q4 2024.
41 funds tracked by Wall St. Rank held Cal-Maine as of Q3 2026.

Based on Planned Solutions's 13F filing for Q3 2026, filed 19 Oct 2026.