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Aptus Capital Advisors’s United States Lime & Minerals USLM Stock Holding History

Aptus Capital Advisors’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 		$5.04M Buy
48,148
+288
+0.6% +$33.4K 0.03% 362
2026
Q1 		$6.25M Buy
47,860
+479
+1% +$57.6K 0.05% 304
2025
Q4 		$5.67M Buy
47,381
+196
+0.4% +$24.3K 0.04% 310
2025
Q3 		$6.21M Buy
47,185
+6,167
+15% +$712K 0.05% 285
2025
Q2 		$4.09M Buy
41,018
+3,607
+10% +$353K 0.03% 319
2025
Q1 		$3.31M Buy
37,411
+4,155
+12% +$432K 0.03% 333
2024
Q4 		$4.41M Sell
33,256
-416
-1% -$52.7K 0.05% 289
2024
Q3 		$3.29M Buy
33,672
+10,537
+46% +$846K 0.05% 268
2024
Q2 		$1.69M Buy
+23,135
New +$1.54M 0.03% 317

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

Aptus Capital Advisors's USLM Position: Q2 2026 in Review

Aptus Capital Advisors increased its United States Lime & Minerals (USLM) stake by 0.6% in Q2 2026, buying an estimated $33.4K and bringing the position to 48,148 shares worth $5.04M. The position accounts for 0.03% of the portfolio, ranked #362.

Aptus Capital Advisors first reported a position in USLM in Q2 2024 and has held it in 9 quarters since. The position peaked at $6.25M in Q1 2026. 235 funds tracked by Wall St. Rank hold USLM as of Q2 2026.

  • Aptus Capital Advisors held 48,148 shares of United States Lime & Minerals worth $5.04M as of Q2 2026.
  • Aptus Capital Advisors bought 288 United States Lime & Minerals shares in Q2 2026, an estimated $33.4K.
  • United States Lime & Minerals made up 0.03% of Aptus Capital Advisors's portfolio in Q2 2026, its #362 holding.
  • Aptus Capital Advisors first reported a position in United States Lime & Minerals in Q2 2024 and has held it in 9 quarters since.
  • Aptus Capital Advisors's United States Lime & Minerals position peaked at $6.25M in Q1 2026.
  • 235 funds tracked by Wall St. Rank held United States Lime & Minerals as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.