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Avion Wealth’s United States Lime & Minerals USLM Stock Holding History

Avion Wealth’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 		$0 Hold
5
– – ﹤0.01% 1755
2026
Q1 		$0 Hold
5
– – ﹤0.01% 1615
2025
Q4 		$0 Hold
5
– – ﹤0.01% 1602
2025
Q3 		$0 Hold
5
– – ﹤0.01% 1564
2025
Q2 		$0 Buy
+5
New +$489 ﹤0.01% 1626

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

Avion Wealth's USLM Position: Q2 2026 in Review

Avion Wealth held its United States Lime & Minerals (USLM) position steady in Q2 2026 at 5 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #1755.

Avion Wealth first reported a position in USLM in Q2 2025 and has held it in 5 quarters since. 235 funds tracked by Wall St. Rank hold USLM as of Q2 2026.

  • Avion Wealth held 5 shares of United States Lime & Minerals worth $0 as of Q2 2026.
  • Avion Wealth left its United States Lime & Minerals share count unchanged in Q2 2026.
  • United States Lime & Minerals made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #1755 holding.
  • Avion Wealth first reported a position in United States Lime & Minerals in Q2 2025 and has held it in 5 quarters since.
  • 235 funds tracked by Wall St. Rank held United States Lime & Minerals as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.