AM Investment Strategies’s United States Lime & Minerals USLM Stock Holding History

AM Investment Strategies’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	$1.57M	Hold	15,000	–	–	0.3%	45
2026 Q1	$1.96M	Hold	15,000	–	–	0.43%	36
2025 Q4	$1.8M	Hold	15,000	–	–	0.37%	39
2025 Q3	$1.97M	Hold	15,000	–	–	0.43%	36
2025 Q2	$1.5M	Hold	15,000	–	–	0.35%	40
2025 Q1	$1.33M	Hold	15,000	–	–	0.32%	42
2024 Q4	$1.99M	Sell	15,000 -5,000	-25%	-$634K	0.48%	32
2024 Q3	$1.95M	Hold	20,000	–	–	0.47%	32
2024 Q2	$1.46M	Hold	20,000	–	–	0.36%	40
2024 Q1	$1.19M	Hold	20,000	–	–	0.3%	46
2023 Q4	$921K	Hold	20,000	–	–	0.26%	52
2023 Q3	$804K	Hold	20,000	–	–	0.26%	50
2023 Q2	$836K	Buy	+20,000	New	+$700K	0.26%	50

Other funds holding USLM

CCMINC

Cardinal Capital Management Inc (North Carolina) Raleigh, North Carolina $826M AUM 32.06% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

LTAS

Linden Thomas Advisory Services Charlotte, North Carolina $1.24B AUM 47.37% 1-Year Est. Return

SIC

Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return

JIR

James Investment Research Alpha, Ohio $984M AUM 36.03% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

YMRC

Yorktown Management & Research Company Forest, Virginia $163M AUM 68.53% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

AM Investment Strategies's USLM Position: Q2 2026 in Review

AM Investment Strategies held its United States Lime & Minerals (USLM) position steady in Q2 2026 at 15,000 shares worth $1.57M. The position accounts for 0.3% of the portfolio, ranked #45.

AM Investment Strategies first reported a position in USLM in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.99M in Q4 2024. 45 funds tracked by Wall St. Rank hold USLM as of Q2 2026.

AM Investment Strategies held 15,000 shares of United States Lime & Minerals worth $1.57M as of Q2 2026.
AM Investment Strategies left its United States Lime & Minerals share count unchanged in Q2 2026.
United States Lime & Minerals made up 0.3% of AM Investment Strategies's portfolio in Q2 2026, its #45 holding.
AM Investment Strategies first reported a position in United States Lime & Minerals in Q2 2023 and has held it in 13 quarters since.
AM Investment Strategies's United States Lime & Minerals position peaked at $1.99M in Q4 2024.
45 funds tracked by Wall St. Rank held United States Lime & Minerals as of Q2 2026.

Based on AM Investment Strategies's 13F filing for Q2 2026, filed 16 Jul 2026.