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Bay Harbor Wealth Management’s United States Lime & Minerals USLM Stock Holding History

Bay Harbor Wealth 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 		$130 Hold
1
– – ﹤0.01% 1195
2025
Q4 		$119 Hold
1
– – ﹤0.01% 1191
2025
Q3 		$131 Buy
+1
New +$115 ﹤0.01% 1128
2025
Q2 		– Sell
-1
Closed -$88 – 1302
2025
Q1 		$88 Buy
+1
New +$104 ﹤0.01% 902

Other funds holding USLM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
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
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Geode Capital Management
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
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bay Harbor Wealth Management's USLM Position: Q1 2026 in Review

Bay Harbor Wealth Management held its United States Lime & Minerals (USLM) position steady in Q1 2026 at 1 share worth $130. The position accounts for ﹤0.01% of the portfolio, ranked #1195.

Bay Harbor Wealth Management first reported a position in USLM in Q1 2025 and has held it in 4 quarters since. The position peaked at $131 in Q3 2025. 237 funds tracked by Wall St. Rank hold USLM as of Q1 2026.

  • Bay Harbor Wealth Management held 1 share of United States Lime & Minerals worth $130 as of Q1 2026.
  • Bay Harbor Wealth Management left its United States Lime & Minerals share count unchanged in Q1 2026.
  • United States Lime & Minerals made up ﹤0.01% of Bay Harbor Wealth Management's portfolio in Q1 2026, its #1195 holding.
  • Bay Harbor Wealth Management first reported a position in United States Lime & Minerals in Q1 2025 and has held it in 4 quarters since.
  • Bay Harbor Wealth Management's United States Lime & Minerals position peaked at $131 in Q3 2025.
  • 237 funds tracked by Wall St. Rank held United States Lime & Minerals as of Q1 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q1 2026, filed 14 Apr 2026.