Wellington Management Group
CALM icon

Wellington Management Group’s Cal-Maine CALM Stock Holding History

Wellington Management Group’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
2025
Q4 		– Sell
-35,581
Closed -$3.35M – 1941
2025
Q3 		$3.35M Buy
+35,581
New +$3.8M ﹤0.01% 1518
2025
Q1 		– Sell
-3,799
Closed -$391K – 1956
2024
Q4 		$391K Buy
+3,799
New +$359K ﹤0.01% 1856
2023
Q2 		– Sell
-12,695
Closed -$773K – 1829
2023
Q1 		$773K Buy
+12,695
New +$708K ﹤0.01% 1734
2022
Q3 		– Sell
-13,027
Closed -$644K – 2038
2022
Q2 		$644K Buy
+13,027
New +$661K ﹤0.01% 1765
2019
Q3 		– Sell
-88,252
Closed -$3.68M – 2022
2019
Q2 		$3.68M Buy
88,252
+17,902
+25% +$737K ﹤0.01% 1452
2019
Q1 		$3.14M Buy
70,350
+55,272
+367% +$2.41M ﹤0.01% 1497
2018
Q4 		$638K Buy
15,078
+9,202
+157% +$426K ﹤0.01% 1876
2018
Q3 		$284K Buy
+5,876
New +$281K ﹤0.01% 2139
2017
Q1 		– Sell
-25,519
Closed -$1.13M – 2245
2016
Q4 		$1.13M Sell
25,519
-59,913
-70% -$2.38M ﹤0.01% 1827
2016
Q3 		$3.29M Sell
85,432
-19,338
-18% -$833K ﹤0.01% 1526
2016
Q2 		$4.64M Buy
104,770
+43,631
+71% +$2.06M ﹤0.01% 1370
2016
Q1 		$3.17M Sell
61,139
-14,935
-20% -$745K ﹤0.01% 1475
2015
Q4 		$3.52M Buy
76,074
+24,213
+47% +$1.3M ﹤0.01% 1468
2015
Q3 		$2.83M Buy
51,861
+5,170
+11% +$277K ﹤0.01% 1528
2015
Q2 		$2.44M Buy
46,691
+3,585
+8% +$176K ﹤0.01% 1612
2015
Q1 		$1.68M Buy
43,106
+3,532
+9% +$130K ﹤0.01% 1741
2014
Q4 		$1.54M Sell
39,574
-10,418
-21% -$443K ﹤0.01% 1755
2014
Q3 		$2.23M Buy
49,992
+2,914
+6% +$116K ﹤0.01% 1655
2014
Q2 		$1.75M Buy
47,078
+30,160
+178% +$990K ﹤0.01% 1701
2014
Q1 		$531K Buy
+16,918
New +$462K ﹤0.01% 1966
2013
Q4 		– Sell
-45,800
Closed -$1.1M – 2158
2013
Q3 		$1.1M Sell
45,800
-109,508
-71% -$2.66M ﹤0.01% 1776
2013
Q2 		$3.61M Buy
+155,308
New +$3.41M ﹤0.01% 1509

Other funds holding CALM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Wellington Management Group's CALM Position: Q4 2025 in Review

Wellington Management Group sold out of Cal-Maine (CALM) in Q4 2025, closing a stake of 35,581 shares — an estimated $3.35M sold.

Wellington Management Group first reported a position in CALM in Q2 2013 and held it in 22 quarters. The position peaked at $4.64M in Q2 2016. 463 funds tracked by Wall St. Rank hold CALM as of Q4 2025.

  • Wellington Management Group reported no remaining Cal-Maine position as of Q4 2025 after selling out during the quarter.
  • Wellington Management Group sold 35,581 Cal-Maine shares in Q4 2025, an estimated $3.35M.
  • Wellington Management Group first reported a position in Cal-Maine in Q2 2013 and held it in 22 quarters.
  • Wellington Management Group's Cal-Maine position peaked at $4.64M in Q2 2016.
  • 463 funds tracked by Wall St. Rank held Cal-Maine as of Q4 2025.

Based on Wellington Management Group's 13F filing for Q4 2025, filed 17 Feb 2026.