Jones Financial Companies
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Jones Financial Companies’s United States Lime & Minerals USLM Stock Holding History

Jones Financial Companies’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 		$97.3K Buy
915
+63
+7% +$7.31K ﹤0.01% 2865
2026
Q1 		$106K Buy
852
+8
+0.9% +$962 ﹤0.01% 2649
2025
Q4 		$101K Sell
844
-170
-17% -$21.1K ﹤0.01% 2216
2025
Q3 		$132K Sell
1,014
-189
-16% -$21.8K ﹤0.01% 1964
2025
Q2 		$119K Buy
1,203
+29
+2% +$2.83K ﹤0.01% 1862
2025
Q1 		$105K Sell
1,174
-14
-1% -$1.46K ﹤0.01% 1758
2024
Q4 		$158K Buy
1,188
+633
+114% +$80.3K ﹤0.01% 1449
2024
Q3 		$53K Hold
555
– – ﹤0.01% 1615
2024
Q2 		$40.4K Buy
+555
New +$37K ﹤0.01% 1327

Other funds holding USLM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Jones Financial Companies's USLM Position: Q2 2026 in Review

Jones Financial Companies increased its United States Lime & Minerals (USLM) stake by 7.4% in Q2 2026, buying an estimated $7.31K and bringing the position to 915 shares worth $97.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2865.

Jones Financial Companies first reported a position in USLM in Q2 2024 and has held it in 9 quarters since. The position peaked at $158K in Q4 2024. 235 funds tracked by Wall St. Rank hold USLM as of Q2 2026.

  • Jones Financial Companies held 915 shares of United States Lime & Minerals worth $97.3K as of Q2 2026.
  • Jones Financial Companies bought 63 United States Lime & Minerals shares in Q2 2026, an estimated $7.31K.
  • United States Lime & Minerals made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #2865 holding.
  • Jones Financial Companies first reported a position in United States Lime & Minerals in Q2 2024 and has held it in 9 quarters since.
  • Jones Financial Companies's United States Lime & Minerals position peaked at $158K in Q4 2024.
  • 235 funds tracked by Wall St. Rank held United States Lime & Minerals as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.