Covestor
USLM icon

Covestor’s United States Lime & Minerals USLM Stock Holding History

Covestor’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 		$114K Buy
1,010
+50
+5% +$5.65K 0.07% 290
2026
Q2 		$100K Sell
960
-49
-5% -$5.69K 0.06% 359
2026
Q1 		$132K Sell
1,009
-984
-49% -$118K 0.09% 186
2025
Q4 		$239K Sell
1,993
-271
-12% -$33.6K 0.13% 161
2025
Q3 		$298K Buy
2,264
+121
+6% +$14K 0.16% 84
2025
Q2 		$214K Buy
2,143
+342
+19% +$33.4K 0.13% 153
2025
Q1 		$159K Buy
1,801
+1,765
+4,903% +$184K 0.11% 231
2024
Q4 		$5K Buy
36
+14
+64% +$1.78K ﹤0.01% 1736
2024
Q3 		$2K Sell
22
-8
-27% -$642 ﹤0.01% 1863
2024
Q2 		$2K Buy
30
+15
+100% +$999 ﹤0.01% 1894
2024
Q1 		$1K Buy
15
+5
+50% +$258 ﹤0.01% 2129
2023
Q4 		$1K Hold
10
– – ﹤0.01% 2044
2023
Q3 		$1K Sell
10
-5
-33% -$208 ﹤0.01% 2009
2023
Q2 		$1K Hold
15
– – ﹤0.01% 2027
2023
Q1 		$1K Hold
15
– – ﹤0.01% 1907
2022
Q4 		$1K Sell
15
-5
-25% -$129 ﹤0.01% 1946
2022
Q3 		$0 Sell
20
-2,380
-99% -$50.6K ﹤0.01% 2641
2022
Q2 		$50K Buy
2,400
+2,370
+7,900% +$53.7K 0.04% 738
2022
Q1 		$1K Sell
30
-5
-14% -$120 ﹤0.01% 1975
2021
Q4 		$1K Buy
+35
New +$876 ﹤0.01% 1969

Other funds holding USLM

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Royce & Associates
Royce & Associates New York $11B AUM 39.4% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Covestor's USLM Position: Q3 2026 in Review

Covestor increased its United States Lime & Minerals (USLM) stake by 5.2% in Q3 2026, buying an estimated $5.65K and bringing the position to 1,010 shares worth $114K. The position accounts for 0.07% of the portfolio, ranked #290.

Covestor first reported a position in USLM in Q4 2021 and has held it in 20 quarters since. The position peaked at $298K in Q3 2025. 180 funds tracked by Wall St. Rank hold USLM as of Q3 2026.

  • Covestor held 1,010 shares of United States Lime & Minerals worth $114K as of Q3 2026.
  • Covestor bought 50 United States Lime & Minerals shares in Q3 2026, an estimated $5.65K.
  • United States Lime & Minerals made up 0.07% of Covestor's portfolio in Q3 2026, its #290 holding.
  • Covestor first reported a position in United States Lime & Minerals in Q4 2021 and has held it in 20 quarters since.
  • Covestor's United States Lime & Minerals position peaked at $298K in Q3 2025.
  • 180 funds tracked by Wall St. Rank held United States Lime & Minerals as of Q3 2026.

Based on Covestor's 13F filing for Q3 2026, filed 30 Oct 2026.