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Salomon & Ludwin’s Calix CALX Stock Holding History

Salomon & Ludwin’s Portfolio CALX Stock Details CALX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.71K Sell
73
-606
-89% -$25.4K ﹤0.01% 1924
2026
Q1 		$31.5K Buy
679
+289
+74% +$15.2K ﹤0.01% 749
2025
Q4 		$21.2K Buy
390
+16
+4% +$932 ﹤0.01% 855
2025
Q3 		$22.3K Buy
+374
New +$21.5K ﹤0.01% 748

Other funds holding CALX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Salomon & Ludwin's CALX Position: Q2 2026 in Review

Salomon & Ludwin reduced its Calix (CALX) stake by 89% in Q2 2026, selling an estimated $25.4K and leaving 73 shares worth $2.71K. The position accounts for ﹤0.01% of the portfolio, ranked #1924.

Salomon & Ludwin first reported a position in CALX in Q3 2025 and has held it in 4 quarters since. The position peaked at $31.5K in Q1 2026. 287 funds tracked by Wall St. Rank hold CALX as of Q2 2026.

  • Salomon & Ludwin held 73 shares of Calix worth $2.71K as of Q2 2026.
  • Salomon & Ludwin sold 606 Calix shares in Q2 2026, an estimated $25.4K.
  • Calix made up ﹤0.01% of Salomon & Ludwin's portfolio in Q2 2026, its #1924 holding.
  • Salomon & Ludwin first reported a position in Calix in Q3 2025 and has held it in 4 quarters since.
  • Salomon & Ludwin's Calix position peaked at $31.5K in Q1 2026.
  • 287 funds tracked by Wall St. Rank held Calix as of Q2 2026.

Based on Salomon & Ludwin's 13F filing for Q2 2026, filed 7 Aug 2026.