Salem Investment Counselors’s Calumet Specialty Products CLMT Stock Holding History

Salem Investment Counselors’s Portfolio CLMT Stock Details CLMT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$10.8K	Hold	300	–	–	﹤0.01%	882
2026 Q1	$10.8K	Buy	+300	New	+$7.77K	﹤0.01%	871
2025 Q4	–	Sell	-300	Closed	-$5.47K	–	529
2025 Q3	$5.47K	Hold	300	–	–	﹤0.01%	969
2025 Q2	$4.73K	Hold	300	–	–	﹤0.01%	950
2025 Q1	$3.8K	Hold	300	–	–	﹤0.01%	961
2024 Q4	$6.61K	Hold	300	–	–	﹤0.01%	884
2024 Q3	$5.35K	Hold	300	–	–	﹤0.01%	923
2024 Q2	$4.82K	Hold	300	–	–	﹤0.01%	929
2024 Q1	$4.46K	Hold	300	–	–	﹤0.01%	941
2023 Q4	$5.36K	Hold	300	–	–	﹤0.01%	897
2023 Q3	$5.73K	Hold	300	–	–	﹤0.01%	876
2023 Q2	$4.76K	Hold	300	–	–	﹤0.01%	921
2023 Q1	$5.21K	Hold	300	–	–	﹤0.01%	906
2022 Q4	$5.06K	Hold	300	–	–	﹤0.01%	879
2022 Q3	$4K	Hold	300	–	–	﹤0.01%	881
2022 Q2	$3K	Hold	300	–	–	﹤0.01%	929
2022 Q1	$4K	Buy	+300	New	+$4.42K	﹤0.01%	862

Other funds holding CLMT

AAA

Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return

HAI

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

FWP

FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Ellsworth Advisors Hudson, Ohio $609M AUM 52.37% 1-Year Est. Return

OKSA

O'Keefe Stevens Advisory Rochester, New York $488M AUM 56.91% 1-Year Est. Return

Salem Investment Counselors's CLMT Position: Q2 2026 in Review

Salem Investment Counselors held its Calumet Specialty Products (CLMT) position steady in Q2 2026 at 300 shares worth $10.8K. The position accounts for ﹤0.01% of the portfolio, ranked #882.

Salem Investment Counselors first reported a position in CLMT in Q1 2022 and has held it in 17 quarters since. 27 funds tracked by Wall St. Rank hold CLMT as of Q2 2026.

Salem Investment Counselors held 300 shares of Calumet Specialty Products worth $10.8K as of Q2 2026.
Salem Investment Counselors left its Calumet Specialty Products share count unchanged in Q2 2026.
Calumet Specialty Products made up ﹤0.01% of Salem Investment Counselors's portfolio in Q2 2026, its #882 holding.
Salem Investment Counselors first reported a position in Calumet Specialty Products in Q1 2022 and has held it in 17 quarters since.
27 funds tracked by Wall St. Rank held Calumet Specialty Products as of Q2 2026.

Based on Salem Investment Counselors's 13F filing for Q2 2026, filed 14 Jul 2026.