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Contravisory Investment Management’s United States Lime & Minerals USLM Stock Holding History

Contravisory Investment 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
Q3 		– Sell
-313
Closed -$32.8K – 495
2026
Q2 		$32.8K Sell
313
-225
-42% -$26.1K 0.01% 281
2026
Q1 		$70.3K Sell
538
-119
-18% -$14.3K 0.01% 258
2025
Q4 		$78.7K Sell
657
-883
-57% -$109K 0.02% 259
2025
Q3 		$203K Sell
1,540
-930
-38% -$107K 0.04% 244
2025
Q2 		$247K Hold
2,470
– – 0.05% 227
2025
Q1 		$218K Sell
2,470
-895
-27% -$93.1K 0.05% 238
2024
Q4 		$447K Sell
3,365
-1,595
-32% -$202K 0.1% 160
2024
Q3 		$484K Sell
4,960
-75
-1% -$6.02K 0.1% 144
2024
Q2 		$367K Sell
5,035
-175
-3% -$11.7K 0.08% 159
2024
Q1 		$311K Buy
+5,210
New +$269K 0.07% 171

Other funds holding USLM

KFS
Kaizen Financial Strategies Campbell, California $254M AUM 28.38% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
TSMHT
Thurston Springer Miller Herd & Titak Indianapolis, Indiana $61.1M AUM 22.51% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Contravisory Investment Management's USLM Position: Q3 2026 in Review

Contravisory Investment Management sold out of United States Lime & Minerals (USLM) in Q3 2026, closing a stake of 313 shares — an estimated $32.8K sold.

Contravisory Investment Management first reported a position in USLM in Q1 2024 and held it in 10 quarters. The position peaked at $484K in Q3 2024. 12 funds tracked by Wall St. Rank hold USLM as of Q3 2026.

  • Contravisory Investment Management reported no remaining United States Lime & Minerals position as of Q3 2026 after selling out during the quarter.
  • Contravisory Investment Management sold 313 United States Lime & Minerals shares in Q3 2026, an estimated $32.8K.
  • Contravisory Investment Management first reported a position in United States Lime & Minerals in Q1 2024 and held it in 10 quarters.
  • Contravisory Investment Management's United States Lime & Minerals position peaked at $484K in Q3 2024.
  • 12 funds tracked by Wall St. Rank held United States Lime & Minerals as of Q3 2026.

Based on Contravisory Investment Management's 13F filing for Q3 2026, filed 13 Oct 2026.