JFS Wealth Advisors’s United States Lime & Minerals USLM Stock Holding History

JFS Wealth 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	$1.47K	Buy	14 +1	+8%	+$116	﹤0.01%	1701
2026 Q1	$1.7K	Sell	13 -3	-19%	-$361	﹤0.01%	1556
2025 Q4	$1.92K	Buy	16 +6	+60%	+$744	﹤0.01%	1559
2025 Q3	$1.32K	Sell	10 -2	-17%	-$231	﹤0.01%	1550
2025 Q2	$1.2K	Buy	12 +8	+200%	+$782	﹤0.01%	1523
2025 Q1	$354	Sell	4 -2	-33%	-$208	﹤0.01%	1803
2024 Q4	$797	Buy	+6	New	+$761	﹤0.01%	1712

Other funds holding USLM

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

Contravisory Investment Management Norwell, Massachusetts $566M AUM 42.93% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Thurston Springer Miller Herd & Titak Indianapolis, Indiana $275M AUM 30.64% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return