Fortitude Family Office’s United States Lime & Minerals USLM Stock Holding History

Fortitude Family Office’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 Q1	$1.57K	Buy	12 +9	+300%	+$1.08K	﹤0.01%	1369
2025 Q4	$359	Sell	3 -3	-50%	-$372	﹤0.01%	1790
2025 Q3	$789	Buy	6 +2	+50%	+$231	﹤0.01%	1625
2025 Q2	$399	Buy	+4	New	+$391	﹤0.01%	1887

Other funds holding USLM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fortitude Family Office's USLM Position: Q1 2026 in Review

Fortitude Family Office increased its United States Lime & Minerals (USLM) stake by 300% in Q1 2026, buying an estimated $1.08K and bringing the position to 12 shares worth $1.57K. The position accounts for ﹤0.01% of the portfolio, ranked #1369.

Fortitude Family Office first reported a position in USLM in Q2 2025 and has held it in 4 quarters since. 237 funds tracked by Wall St. Rank hold USLM as of Q1 2026.

Fortitude Family Office held 12 shares of United States Lime & Minerals worth $1.57K as of Q1 2026.
Fortitude Family Office bought 9 United States Lime & Minerals shares in Q1 2026, an estimated $1.08K.
United States Lime & Minerals made up ﹤0.01% of Fortitude Family Office's portfolio in Q1 2026, its #1369 holding.
Fortitude Family Office first reported a position in United States Lime & Minerals in Q2 2025 and has held it in 4 quarters since.
237 funds tracked by Wall St. Rank held United States Lime & Minerals as of Q1 2026.

Based on Fortitude Family Office's 13F filing for Q1 2026, filed 16 Apr 2026.