Advisors Asset Management’s United States Lime & Minerals USLM Stock Holding History

Advisors Asset Management’s Portfolio USLM Stock Details USLM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$9.14M	Buy	69,985 +1,704	+2%	+$205K	0.15%	174
2025 Q4	$8.18M	Sell	68,281 -478	-0.7%	-$59.3K	0.14%	183
2025 Q3	$9.05M	Buy	68,759 +11,989	+21%	+$1.38M	0.15%	155
2025 Q2	$5.67M	Sell	56,770 -5,769	-9%	-$564K	0.1%	269
2025 Q1	$5.53M	Buy	62,539 +14,269	+30%	+$1.48M	0.1%	249
2024 Q4	$6.41M	Buy	48,270 +14,323	+42%	+$1.82M	0.12%	209
2024 Q3	$3.32M	Buy	33,947 +14,122	+71%	+$1.13M	0.06%	415
2024 Q2	$1.44M	Buy	19,825 +11,895	+150%	+$792K	0.03%	627
2024 Q1	$473K	Buy	+7,930	New	+$409K	0.01%	924

Other funds holding USLM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Advisors Asset Management's USLM Position: Q1 2026 in Review

Advisors Asset Management increased its United States Lime & Minerals (USLM) stake by 2.5% in Q1 2026, buying an estimated $205K and bringing the position to 69,985 shares worth $9.14M. The position accounts for 0.15% of the portfolio, ranked #174.

Advisors Asset Management first reported a position in USLM in Q1 2024 and has held it in 9 quarters since. 237 funds tracked by Wall St. Rank hold USLM as of Q1 2026.

Advisors Asset Management held 69,985 shares of United States Lime & Minerals worth $9.14M as of Q1 2026.
Advisors Asset Management bought 1,704 United States Lime & Minerals shares in Q1 2026, an estimated $205K.
United States Lime & Minerals made up 0.15% of Advisors Asset Management's portfolio in Q1 2026, its #174 holding.
Advisors Asset Management first reported a position in United States Lime & Minerals in Q1 2024 and has held it in 9 quarters since.
237 funds tracked by Wall St. Rank held United States Lime & Minerals as of Q1 2026.

Based on Advisors Asset Management's 13F filing for Q1 2026, filed 15 May 2026.