Sheets Smith Wealth Management
CALM icon

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
Q3 		$425K Sell
6,246
-3,095
-33% -$251K 0.04% 310
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

Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
ERP
Eldred Rock Partners San Antonio, Texas $451M AUM 38.39% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
LFS
Leibman Financial Services Louisville, Nebraska $145M AUM 10.64% 1-Year Est. Return
KIC
Keating Investment Counselors Delray Beach, Florida $382M AUM 16.71% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Jamison Private Wealth Management
Jamison Private Wealth Management Milton, Georgia $988M AUM 36.57% 1-Year Est. Return
PCA
Peddock Capital Advisors Braintree, Massachusetts $514M AUM 22.76% 1-Year Est. Return
CD
Chapin Davis Baltimore, Maryland $520M AUM 117.57% 1-Year Est. Return

Sheets Smith Wealth Management's CALM Position: Q3 2026 in Review

Sheets Smith Wealth Management reduced its Cal-Maine (CALM) stake by 33% in Q3 2026, selling an estimated $251K and leaving 6,246 shares worth $425K. The position accounts for 0.04% of the portfolio, ranked #310.

Sheets Smith Wealth Management first reported a position in CALM in Q4 2025 and has held it in 4 quarters since. The position peaked at $753K in Q2 2026. 36 funds tracked by Wall St. Rank hold CALM as of Q3 2026.

  • Sheets Smith Wealth Management held 6,246 shares of Cal-Maine worth $425K as of Q3 2026.
  • Sheets Smith Wealth Management sold 3,095 Cal-Maine shares in Q3 2026, an estimated $251K.
  • Cal-Maine made up 0.04% of Sheets Smith Wealth Management's portfolio in Q3 2026, its #310 holding.
  • Sheets Smith Wealth Management first reported a position in Cal-Maine in Q4 2025 and has held it in 4 quarters since.
  • Sheets Smith Wealth Management's Cal-Maine position peaked at $753K in Q2 2026.
  • 36 funds tracked by Wall St. Rank held Cal-Maine as of Q3 2026.

Based on Sheets Smith Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.