First Trust Advisors
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First Trust Advisors’s United States Lime & Minerals USLM Stock Holding History

First Trust Advisors’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 		$51.1M Buy
488,301
+46,350
+10% +$5.38M 0.03% 610
2026
Q1 		$57.7M Buy
441,951
+203,030
+85% +$24.4M 0.04% 520
2025
Q4 		$28.6M Buy
238,921
+30,165
+14% +$3.74M 0.02% 765
2025
Q3 		$27.5M Buy
208,756
+15,887
+8% +$1.83M 0.02% 795
2025
Q2 		$19.2M Buy
192,869
+142,308
+281% +$13.9M 0.02% 918
2025
Q1 		$4.47M Sell
50,561
-24,273
-32% -$2.52M ﹤0.01% 1374
2024
Q4 		$9.93M Sell
74,834
-14,522
-16% -$1.84M 0.01% 1062
2024
Q3 		$8.73M Sell
89,356
-15,049
-14% -$1.21M 0.01% 1087
2024
Q2 		$7.6M Buy
104,405
+32,910
+46% +$2.19M 0.01% 1107
2024
Q1 		$4.26M Sell
71,495
-19,860
-22% -$1.02M ﹤0.01% 1381
2023
Q4 		$4.21M Buy
+91,355
New +$3.87M ﹤0.01% 1358

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
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
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

First Trust Advisors's USLM Position: Q2 2026 in Review

First Trust Advisors increased its United States Lime & Minerals (USLM) stake by 10% in Q2 2026, buying an estimated $5.38M and bringing the position to 488,301 shares worth $51.1M. The position accounts for 0.03% of the portfolio, ranked #610.

First Trust Advisors first reported a position in USLM in Q4 2023 and has held it in 11 quarters since. The position peaked at $57.7M in Q1 2026. 234 funds tracked by Wall St. Rank hold USLM as of Q2 2026.

  • First Trust Advisors held 488,301 shares of United States Lime & Minerals worth $51.1M as of Q2 2026.
  • First Trust Advisors bought 46,350 United States Lime & Minerals shares in Q2 2026, an estimated $5.38M.
  • United States Lime & Minerals made up 0.03% of First Trust Advisors's portfolio in Q2 2026, its #610 holding.
  • First Trust Advisors first reported a position in United States Lime & Minerals in Q4 2023 and has held it in 11 quarters since.
  • First Trust Advisors's United States Lime & Minerals position peaked at $57.7M in Q1 2026.
  • 234 funds tracked by Wall St. Rank held United States Lime & Minerals as of Q2 2026.

Based on First Trust Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.