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Cornerstone Planning Group’s United States Lime & Minerals USLM Stock Holding History

Cornerstone Planning Group’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 		– Sell
-56
Closed -$5.86K – 1950
2026
Q1 		$5.86K Hold
56
– – ﹤0.01% 1050
2025
Q4 		$6.87K Sell
56
-595
-91% -$73.8K ﹤0.01% 888
2025
Q3 		$224K Buy
+651
New +$75.2K 0.04% 126

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

Cornerstone Planning Group's USLM Position: Q2 2026 in Review

Cornerstone Planning Group sold out of United States Lime & Minerals (USLM) in Q2 2026, closing a stake of 56 shares — an estimated $5.86K sold.

Cornerstone Planning Group first reported a position in USLM in Q3 2025 and held it in 3 quarters. The position peaked at $224K in Q3 2025. 235 funds tracked by Wall St. Rank hold USLM as of Q2 2026.

  • Cornerstone Planning Group reported no remaining United States Lime & Minerals position as of Q2 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 56 United States Lime & Minerals shares in Q2 2026, an estimated $5.86K.
  • Cornerstone Planning Group first reported a position in United States Lime & Minerals in Q3 2025 and held it in 3 quarters.
  • Cornerstone Planning Group's United States Lime & Minerals position peaked at $224K in Q3 2025.
  • 235 funds tracked by Wall St. Rank held United States Lime & Minerals as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.