Garrett Wealth Advisory Group’s United States Lime & Minerals USLM Stock Holding History

Garrett Wealth Advisory Group’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	$262K	Hold	2,500	–	–	0.04%	126
2026 Q1	$327K	Hold	2,500	–	–	0.06%	101
2025 Q4	$299K	Hold	2,500	–	–	0.06%	92
2025 Q3	$329K	Hold	2,500	–	–	0.06%	88
2025 Q2	$250K	Hold	2,500	–	–	0.05%	97
2025 Q1	$221K	Hold	2,500	–	–	0.05%	103
2024 Q4	$332K	Hold	2,500	–	–	0.08%	75
2024 Q3	$244K	Buy	+2,500	New	+$201K	0.06%	87
2019 Q4	–	Sell	-2,500	Closed	-$38.3K	–	609
2019 Q3	$38.3K	Buy	+2,500	New	+$40.2K	0.03%	147

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 $3.38T AUM 44.17% 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

Garrett Wealth Advisory Group's USLM Position: Q2 2026 in Review

Garrett Wealth Advisory Group held its United States Lime & Minerals (USLM) position steady in Q2 2026 at 2,500 shares worth $262K. The position accounts for 0.04% of the portfolio, ranked #126.

Garrett Wealth Advisory Group first reported a position in USLM in Q3 2019 and has held it in 9 quarters since. The position peaked at $332K in Q4 2024. 235 funds tracked by Wall St. Rank hold USLM as of Q2 2026.

Garrett Wealth Advisory Group held 2,500 shares of United States Lime & Minerals worth $262K as of Q2 2026.
Garrett Wealth Advisory Group left its United States Lime & Minerals share count unchanged in Q2 2026.
United States Lime & Minerals made up 0.04% of Garrett Wealth Advisory Group's portfolio in Q2 2026, its #126 holding.
Garrett Wealth Advisory Group first reported a position in United States Lime & Minerals in Q3 2019 and has held it in 9 quarters since.
Garrett Wealth Advisory Group's United States Lime & Minerals position peaked at $332K in Q4 2024.
235 funds tracked by Wall St. Rank held United States Lime & Minerals as of Q2 2026.

Based on Garrett Wealth Advisory Group's 13F filing for Q2 2026, filed 4 Aug 2026.