Commonwealth Equity Services
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Commonwealth Equity Services’s United States Lime & Minerals USLM Stock Holding History

Commonwealth Equity 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
-6,441
Closed -$771K – 4463
2025
Q4 		$771K Sell
6,441
-598
-8% -$74.1K ﹤0.01% 2805
2025
Q3 		$926K Buy
7,039
+698
+11% +$80.6K ﹤0.01% 2658
2025
Q2 		$633K Sell
6,341
-1,174
-16% -$115K ﹤0.01% 2964
2025
Q1 		$664K Buy
+7,515
New +$781K ﹤0.01% 2803

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

Commonwealth Equity Services's USLM Position: Q1 2026 in Review

Commonwealth Equity Services sold out of United States Lime & Minerals (USLM) in Q1 2026, closing a stake of 6,441 shares — an estimated $771K sold.

Commonwealth Equity Services first reported a position in USLM in Q1 2025 and held it in 4 quarters. The position peaked at $926K in Q3 2025. 237 funds tracked by Wall St. Rank hold USLM as of Q1 2026.

  • Commonwealth Equity Services reported no remaining United States Lime & Minerals position as of Q1 2026 after selling out during the quarter.
  • Commonwealth Equity Services sold 6,441 United States Lime & Minerals shares in Q1 2026, an estimated $771K.
  • Commonwealth Equity Services first reported a position in United States Lime & Minerals in Q1 2025 and held it in 4 quarters.
  • Commonwealth Equity Services's United States Lime & Minerals position peaked at $926K in Q3 2025.
  • 237 funds tracked by Wall St. Rank held United States Lime & Minerals as of Q1 2026.

Based on Commonwealth Equity Services's 13F filing for Q1 2026, filed 27 Apr 2026.