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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
Q2 		$209 Buy
2
+1
+100% +$116 ﹤0.01% 1181
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 $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

Bay Harbor Wealth Management's USLM Position: Q2 2026 in Review

Bay Harbor Wealth Management increased its United States Lime & Minerals (USLM) stake by 100% in Q2 2026, buying an estimated $116 and bringing the position to 2 shares worth $209. The position accounts for ﹤0.01% of the portfolio, ranked #1181.

Bay Harbor Wealth Management first reported a position in USLM in Q1 2025 and has held it in 5 quarters since. 235 funds tracked by Wall St. Rank hold USLM as of Q2 2026.

  • Bay Harbor Wealth Management held 2 shares of United States Lime & Minerals worth $209 as of Q2 2026.
  • Bay Harbor Wealth Management bought 1 United States Lime & Minerals share in Q2 2026, an estimated $116.
  • United States Lime & Minerals made up ﹤0.01% of Bay Harbor Wealth Management's portfolio in Q2 2026, its #1181 holding.
  • Bay Harbor Wealth Management first reported a position in United States Lime & Minerals in Q1 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 Bay Harbor Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.