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

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

JFS Wealth Advisors's USLM Position: Q2 2026 in Review

JFS Wealth Advisors increased its United States Lime & Minerals (USLM) stake by 7.7% in Q2 2026, buying an estimated $116 and bringing the position to 14 shares worth $1.47K. The position accounts for ﹤0.01% of the portfolio, ranked #1701.

JFS Wealth Advisors first reported a position in USLM in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.92K in Q4 2025. 235 funds tracked by Wall St. Rank hold USLM as of Q2 2026.

JFS Wealth Advisors held 14 shares of United States Lime & Minerals worth $1.47K as of Q2 2026.
JFS Wealth Advisors bought 1 United States Lime & Minerals share in Q2 2026, an estimated $116.
United States Lime & Minerals made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1701 holding.
JFS Wealth Advisors first reported a position in United States Lime & Minerals in Q4 2024 and has held it in 7 quarters since.
JFS Wealth Advisors's United States Lime & Minerals position peaked at $1.92K in Q4 2025.
235 funds tracked by Wall St. Rank held United States Lime & Minerals as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.