Capital Analysts LLC’s United States Lime & Minerals USLM Stock Holding History

Capital Analysts LLC’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	$280K	Sell	2,675 -251	-9%	-$29.1K	0.01%	618
2026 Q1	$382K	Sell	2,926 -180	-6%	-$21.6K	0.01%	507
2025 Q4	$372K	Sell	3,106 -280	-8%	-$34.7K	0.01%	487
2025 Q3	$445K	Hold	3,386	–	–	0.01%	441
2025 Q2	$338K	Hold	3,386	–	–	0.01%	442
2025 Q1	$299K	Buy	+3,386	New	+$352K	0.01%	451

Other funds holding USLM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Capital Analysts LLC's USLM Position: Q2 2026 in Review

Capital Analysts LLC reduced its United States Lime & Minerals (USLM) stake by 8.6% in Q2 2026, selling an estimated $29.1K and leaving 2,675 shares worth $280K. The position accounts for 0.01% of the portfolio, ranked #618.

Capital Analysts LLC first reported a position in USLM in Q1 2025 and has held it in 6 quarters since. The position peaked at $445K in Q3 2025. 235 funds tracked by Wall St. Rank hold USLM as of Q2 2026.

Capital Analysts LLC held 2,675 shares of United States Lime & Minerals worth $280K as of Q2 2026.
Capital Analysts LLC sold 251 United States Lime & Minerals shares in Q2 2026, an estimated $29.1K.
United States Lime & Minerals made up 0.01% of Capital Analysts LLC's portfolio in Q2 2026, its #618 holding.
Capital Analysts LLC first reported a position in United States Lime & Minerals in Q1 2025 and has held it in 6 quarters since.
Capital Analysts LLC's United States Lime & Minerals position peaked at $445K in Q3 2025.
235 funds tracked by Wall St. Rank held United States Lime & Minerals as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.