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Fiduciary Alliance’s United States Lime & Minerals USLM Stock Holding History

Fiduciary Alliance’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
-1,860
Closed -$249K – 584
2026
Q1 		$249K Hold
1,860
– – 0.02% 488
2025
Q4 		$223K Hold
1,860
– – 0.01% 472
2025
Q3 		$245K Buy
+1,860
New +$215K 0.02% 449
2025
Q1 		– Sell
-2,125
Closed -$282K – 403
2024
Q4 		$282K Hold
2,125
– – 0.03% 295
2024
Q3 		$208K Buy
+2,125
New +$171K 0.03% 244
2023
Q3 		– Sell
-2,125
Closed -$88.8K – 903
2023
Q2 		$88.8K Buy
+2,125
New +$74.4K 0.02% 230
2023
Q1 		– Sell
-2,125
Closed -$59.8K – 832
2022
Q4 		$59.8K Buy
+2,125
New +$54.8K 0.02% 209

Other funds holding USLM

CCMINC
Cardinal Capital Management Inc (North Carolina) Raleigh, North Carolina $826M AUM 32.06% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
LTAS
Linden Thomas Advisory Services Charlotte, North Carolina $1.24B AUM 47.37% 1-Year Est. Return
AIS
AM Investment Strategies Chattanooga, Tennessee $521M AUM 33.22% 1-Year Est. Return
JIR
James Investment Research Alpha, Ohio $984M AUM 36.03% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
YMRC
Yorktown Management & Research Company Forest, Virginia $163M AUM 68.53% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

Fiduciary Alliance's USLM Position: Q2 2026 in Review

Fiduciary Alliance sold out of United States Lime & Minerals (USLM) in Q2 2026, closing a stake of 1,860 shares — an estimated $249K sold.

Fiduciary Alliance first reported a position in USLM in Q4 2022 and held it in 7 quarters. The position peaked at $282K in Q4 2024. 43 funds tracked by Wall St. Rank hold USLM as of Q2 2026.

  • Fiduciary Alliance reported no remaining United States Lime & Minerals position as of Q2 2026 after selling out during the quarter.
  • Fiduciary Alliance sold 1,860 United States Lime & Minerals shares in Q2 2026, an estimated $249K.
  • Fiduciary Alliance first reported a position in United States Lime & Minerals in Q4 2022 and held it in 7 quarters.
  • Fiduciary Alliance's United States Lime & Minerals position peaked at $282K in Q4 2024.
  • 43 funds tracked by Wall St. Rank held United States Lime & Minerals as of Q2 2026.

Based on Fiduciary Alliance's 13F filing for Q2 2026, filed 20 Jul 2026.