SWM
CALM icon

Segment Wealth Management’s Cal-Maine CALM Stock Holding History

Segment Wealth Management’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
Q1 		$500K Hold
6,321
– – 0.03% 217
2025
Q4 		$503K Hold
6,321
– – 0.03% 217
2025
Q3 		$595K Hold
6,321
– – 0.04% 195
2025
Q2 		$630K Hold
6,321
– – 0.04% 188
2025
Q1 		$575K Hold
6,321
– – 0.04% 189
2024
Q4 		$651K Hold
6,321
– – 0.04% 176
2024
Q3 		$473K Hold
6,321
– – 0.03% 190
2024
Q2 		$386K Hold
6,321
– – 0.03% 200
2024
Q1 		$372K Hold
6,321
– – 0.03% 204
2023
Q4 		$363K Buy
+6,321
New +$312K 0.03% 194

Other funds holding CALM

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.82B AUM 7.52% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return