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CBIZ Investment Advisory Services’s United States Lime & Minerals USLM Stock Holding History

CBIZ Investment Advisory Services’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 		– Sell
-140
Closed -$16.8K – 722
2025
Q4 		$16.8K Buy
140
+34
+32% +$4.21K ﹤0.01% 293
2025
Q3 		$13.9K Buy
+106
New +$12.2K ﹤0.01% 301

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

CBIZ Investment Advisory Services's USLM Position: Q1 2026 in Review

CBIZ Investment Advisory Services sold out of United States Lime & Minerals (USLM) in Q1 2026, closing a stake of 140 shares — an estimated $16.8K sold.

CBIZ Investment Advisory Services first reported a position in USLM in Q3 2025 and held it in 2 quarters. The position peaked at $16.8K in Q4 2025. 238 funds tracked by Wall St. Rank hold USLM as of Q1 2026.

  • CBIZ Investment Advisory Services reported no remaining United States Lime & Minerals position as of Q1 2026 after selling out during the quarter.
  • CBIZ Investment Advisory Services sold 140 United States Lime & Minerals shares in Q1 2026, an estimated $16.8K.
  • CBIZ Investment Advisory Services first reported a position in United States Lime & Minerals in Q3 2025 and held it in 2 quarters.
  • CBIZ Investment Advisory Services's United States Lime & Minerals position peaked at $16.8K in Q4 2025.
  • 238 funds tracked by Wall St. Rank held United States Lime & Minerals as of Q1 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.