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

SHP 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	$11.9K	Hold	148	–	–	﹤0.01%	911
2026 Q1	$11.7K	Hold	148	–	–	﹤0.01%	857
2025 Q4	$11.8K	Buy	+148	New	+$13K	﹤0.01%	794

Other funds holding CALM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

HAI

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

Sprott Inc Toronto, Ontario, Canada $3.15B AUM 70.1% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

SHP Wealth Management's CALM Position: Q2 2026 in Review

SHP Wealth Management held its Cal-Maine (CALM) position steady in Q2 2026 at 148 shares worth $11.9K. The position accounts for ﹤0.01% of the portfolio, ranked #911.

SHP Wealth Management first reported a position in CALM in Q4 2025 and has held it in 3 quarters since. 239 funds tracked by Wall St. Rank hold CALM as of Q2 2026.

SHP Wealth Management held 148 shares of Cal-Maine worth $11.9K as of Q2 2026.
SHP Wealth Management left its Cal-Maine share count unchanged in Q2 2026.
Cal-Maine made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #911 holding.
SHP Wealth Management first reported a position in Cal-Maine in Q4 2025 and has held it in 3 quarters since.
239 funds tracked by Wall St. Rank held Cal-Maine as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.