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J. Team Financial’s United States Lime & Minerals USLM Stock Holding History

J. Team Financial’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
-1,635
Closed -$213K – 113
2026
Q1 		$213K Sell
1,635
-1,497
-48% -$180K 0.24% 77
2025
Q4 		$375K Buy
3,132
+1
+0% +$124 0.37% 55
2025
Q3 		$412K Buy
+3,131
New +$361K 0.42% 43

Other funds holding USLM

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
CCMINC
Cardinal Capital Management Inc (North Carolina) Raleigh, North Carolina $826M AUM 32.06% 1-Year Est. Return
DCM
Davidson Capital Management Corpus Christi, Texas $624M AUM 29.17% 1-Year Est. Return
MWM
Moran Wealth Management Naples, Florida $3.67B AUM 36.71% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
HIMC
Heritage Investors Management Corp Bethesda, Maryland $3.61B AUM 35.86% 1-Year Est. Return

J. Team Financial's USLM Position: Q2 2026 in Review

J. Team Financial sold out of United States Lime & Minerals (USLM) in Q2 2026, closing a stake of 1,635 shares — an estimated $213K sold.

J. Team Financial first reported a position in USLM in Q3 2025 and held it in 3 quarters. The position peaked at $412K in Q3 2025. 83 funds tracked by Wall St. Rank hold USLM as of Q2 2026.

  • J. Team Financial reported no remaining United States Lime & Minerals position as of Q2 2026 after selling out during the quarter.
  • J. Team Financial sold 1,635 United States Lime & Minerals shares in Q2 2026, an estimated $213K.
  • J. Team Financial first reported a position in United States Lime & Minerals in Q3 2025 and held it in 3 quarters.
  • J. Team Financial's United States Lime & Minerals position peaked at $412K in Q3 2025.
  • 83 funds tracked by Wall St. Rank held United States Lime & Minerals as of Q2 2026.

Based on J. Team Financial's 13F filing for Q2 2026, filed 27 Jul 2026.