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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
Q2 		$5.37M Sell
51,305
-18,680
-27% -$2.17M 0.08% 330
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
BlackRock New York $6.73T AUM 46.02% 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Advisors Asset Management's USLM Position: Q2 2026 in Review

Advisors Asset Management reduced its United States Lime & Minerals (USLM) stake by 27% in Q2 2026, selling an estimated $2.17M and leaving 51,305 shares worth $5.37M. The position accounts for 0.08% of the portfolio, ranked #330.

Advisors Asset Management first reported a position in USLM in Q1 2024 and has held it in 10 quarters since. The position peaked at $9.14M in Q1 2026. 235 funds tracked by Wall St. Rank hold USLM as of Q2 2026.

  • Advisors Asset Management held 51,305 shares of United States Lime & Minerals worth $5.37M as of Q2 2026.
  • Advisors Asset Management sold 18,680 United States Lime & Minerals shares in Q2 2026, an estimated $2.17M.
  • United States Lime & Minerals made up 0.08% of Advisors Asset Management's portfolio in Q2 2026, its #330 holding.
  • Advisors Asset Management first reported a position in United States Lime & Minerals in Q1 2024 and has held it in 10 quarters since.
  • Advisors Asset Management's United States Lime & Minerals position peaked at $9.14M in Q1 2026.
  • 235 funds tracked by Wall St. Rank held United States Lime & Minerals as of Q2 2026.

Based on Advisors Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.