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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
– – 0.15% 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

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

Planned Solutions's CALM Position: Q2 2026 in Review

Planned Solutions increased its Cal-Maine (CALM) stake by 0.98% in Q2 2026, buying an estimated $2.93K and bringing the position to 3,915 shares worth $315K. The position accounts for 0.09% of the portfolio, ranked #109.

Planned Solutions first reported a position in CALM in Q4 2023 and has held it in 10 quarters since. The position peaked at $418K in Q4 2024. 455 funds tracked by Wall St. Rank hold CALM as of Q2 2026.

  • Planned Solutions held 3,915 shares of Cal-Maine worth $315K as of Q2 2026.
  • Planned Solutions bought 38 Cal-Maine shares in Q2 2026, an estimated $2.93K.
  • Cal-Maine made up 0.09% of Planned Solutions's portfolio in Q2 2026, its #109 holding.
  • Planned Solutions first reported a position in Cal-Maine in Q4 2023 and has held it in 10 quarters since.
  • Planned Solutions's Cal-Maine position peaked at $418K in Q4 2024.
  • 455 funds tracked by Wall St. Rank held Cal-Maine as of Q2 2026.

Based on Planned Solutions's 13F filing for Q2 2026, filed 13 Jul 2026.