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 Q3	$279K	Sell	4,100 -500	-11%	-$40.5K	0.01%	238
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

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

River Road Asset Management Louisville, Kentucky $8.42B AUM 5.65% 1-Year Est. Return

Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Sprott Inc Toronto, Ontario, Canada $3.3B AUM 27.97% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Hennessy Advisors Inc Novato, California $2.66B AUM 26.6% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

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

Smith Salley Wealth Management reduced its Cal-Maine (CALM) stake by 11% in Q3 2026, selling an estimated $40.5K and leaving 4,100 shares worth $279K. The position accounts for 0.01% of the portfolio, ranked #238.

Smith Salley Wealth Management first reported a position in CALM in Q1 2023 and has held it in 15 quarters since. The position peaked at $1.08M in Q1 2023. 220 funds tracked by Wall St. Rank hold CALM as of Q3 2026.

Smith Salley Wealth Management held 4,100 shares of Cal-Maine worth $279K as of Q3 2026.
Smith Salley Wealth Management sold 500 Cal-Maine shares in Q3 2026, an estimated $40.5K.
Cal-Maine made up 0.01% of Smith Salley Wealth Management's portfolio in Q3 2026, its #238 holding.
Smith Salley Wealth Management first reported a position in Cal-Maine in Q1 2023 and has held it in 15 quarters since.
Smith Salley Wealth Management's Cal-Maine position peaked at $1.08M in Q1 2023.
220 funds tracked by Wall St. Rank held Cal-Maine as of Q3 2026.

Based on Smith Salley Wealth Management's 13F filing for Q3 2026, filed 3 Nov 2026.