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Sheets Smith Wealth Management’s Cal-Maine CALM Stock Holding History

Sheets Smith 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
Q2 		$753K Buy
9,341
+2,974
+47% +$230K 0.08% 241
2026
Q1 		$504K Buy
6,367
+2,284
+56% +$188K 0.06% 287
2025
Q4 		$325K Buy
+4,083
New +$359K 0.04% 334

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

Sheets Smith Wealth Management's CALM Position: Q2 2026 in Review

Sheets Smith Wealth Management increased its Cal-Maine (CALM) stake by 47% in Q2 2026, buying an estimated $230K and bringing the position to 9,341 shares worth $753K. The position accounts for 0.08% of the portfolio, ranked #241.

Sheets Smith Wealth Management first reported a position in CALM in Q4 2025 and has held it in 3 quarters since. 455 funds tracked by Wall St. Rank hold CALM as of Q2 2026.

  • Sheets Smith Wealth Management held 9,341 shares of Cal-Maine worth $753K as of Q2 2026.
  • Sheets Smith Wealth Management bought 2,974 Cal-Maine shares in Q2 2026, an estimated $230K.
  • Cal-Maine made up 0.08% of Sheets Smith Wealth Management's portfolio in Q2 2026, its #241 holding.
  • Sheets Smith Wealth Management first reported a position in Cal-Maine in Q4 2025 and has held it in 3 quarters since.
  • 455 funds tracked by Wall St. Rank held Cal-Maine as of Q2 2026.

Based on Sheets Smith Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.