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

Smith Salley 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	$371K	Hold	4,600	–	–	0.02%	219
2026 Q1	$364K	Hold	4,600	–	–	0.02%	208
2025 Q4	$366K	Hold	4,600	–	–	0.02%	210
2025 Q3	$433K	Hold	4,600	–	–	0.02%	196
2025 Q2	$458K	Hold	4,600	–	–	0.03%	177
2025 Q1	$418K	Hold	4,600	–	–	0.03%	184
2024 Q4	$473K	Sell	4,600 -1,100	-19%	-$104K	0.03%	173
2024 Q3	$427K	Hold	5,700	–	–	0.03%	184
2024 Q2	$348K	Sell	5,700 -300	-5%	-$17.8K	0.03%	191
2024 Q1	$353K	Hold	6,000	–	–	0.03%	190
2023 Q4	$344K	Sell	6,000 -320	-5%	-$15.8K	0.02%	201
2023 Q3	$306K	Hold	6,320	–	–	0.02%	198
2023 Q2	$284K	Sell	6,320 -11,400	-64%	-$566K	0.02%	203
2023 Q1	$1.08M	Buy	+17,720	New	+$988K	0.09%	124

Other funds holding CALM

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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 New York $72.6B AUM 54.88% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

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

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

Smith Salley Wealth Management held its Cal-Maine (CALM) position steady in Q2 2026 at 4,600 shares worth $371K. The position accounts for 0.02% of the portfolio, ranked #219.

Smith Salley Wealth Management first reported a position in CALM in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.08M in Q1 2023. 456 funds tracked by Wall St. Rank hold CALM as of Q2 2026.

Smith Salley Wealth Management held 4,600 shares of Cal-Maine worth $371K as of Q2 2026.
Smith Salley Wealth Management left its Cal-Maine share count unchanged in Q2 2026.
Cal-Maine made up 0.02% of Smith Salley Wealth Management's portfolio in Q2 2026, its #219 holding.
Smith Salley Wealth Management first reported a position in Cal-Maine in Q1 2023 and has held it in 14 quarters since.
Smith Salley Wealth Management's Cal-Maine position peaked at $1.08M in Q1 2023.
456 funds tracked by Wall St. Rank held Cal-Maine as of Q2 2026.

Based on Smith Salley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.