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

Creative Planning’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	$786K	Sell	7,510 -2,092	-22%	-$243K	﹤0.01%	2848
2026 Q1	$1.25M	Buy	9,602 +2,667	+38%	+$321K	﹤0.01%	2275
2025 Q4	$830K	Buy	6,935 +238	+4%	+$29.5K	﹤0.01%	2432
2025 Q3	$881K	Buy	6,697 +1,275	+24%	+$147K	﹤0.01%	2223
2025 Q2	$541K	Sell	5,422 -482	-8%	-$47.1K	﹤0.01%	2406
2025 Q1	$522K	Buy	5,904 +2,430	+70%	+$253K	﹤0.01%	2244
2024 Q4	$461K	Buy	3,474 +835	+32%	+$106K	﹤0.01%	2303
2024 Q3	$258K	Buy	+2,639	New	+$212K	﹤0.01%	2650

Other funds holding USLM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Creative Planning's USLM Position: Q2 2026 in Review

Creative Planning reduced its United States Lime & Minerals (USLM) stake by 22% in Q2 2026, selling an estimated $243K and leaving 7,510 shares worth $786K. The position accounts for ﹤0.01% of the portfolio, ranked #2848.

Creative Planning first reported a position in USLM in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.25M in Q1 2026. 235 funds tracked by Wall St. Rank hold USLM as of Q2 2026.

Creative Planning held 7,510 shares of United States Lime & Minerals worth $786K as of Q2 2026.
Creative Planning sold 2,092 United States Lime & Minerals shares in Q2 2026, an estimated $243K.
United States Lime & Minerals made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2848 holding.
Creative Planning first reported a position in United States Lime & Minerals in Q3 2024 and has held it in 8 quarters since.
Creative Planning's United States Lime & Minerals position peaked at $1.25M in Q1 2026.
235 funds tracked by Wall St. Rank held United States Lime & Minerals as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.