Linden Thomas Advisory Services
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Linden Thomas Advisory Services’s United States Lime & Minerals USLM Stock Holding History

Linden Thomas Advisory Services’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
Q3 		$3.06M Buy
27,020
+4,515
+20% +$510K 0.24% 124
2026
Q2 		$2.36M Sell
22,505
-17,801
-44% -$2.07M 0.19% 167
2026
Q1 		$5.26M Buy
40,306
+225
+0.6% +$27K 0.51% 33
2025
Q4 		$4.8M Sell
40,081
-551
-1% -$68.3K 0.49% 44
2025
Q3 		$5.35M Sell
40,632
-44
-0.1% -$5.08K 0.54% 33
2025
Q2 		$4.06M Sell
40,676
-383
-0.9% -$37.4K 0.45% 54
2025
Q1 		$3.63M Sell
41,059
-111
-0.3% -$11.5K 0.47% 43
2024
Q4 		$5.46M Sell
41,170
-47
-0.1% -$5.96K 0.69% 14
2024
Q3 		$4.03M Sell
41,217
-228
-0.6% -$18.3K 0.55% 23
2024
Q2 		$3.02M Buy
41,445
+420
+1% +$28K 0.47% 39
2024
Q1 		$2.45M Buy
41,025
+445
+1% +$22.9K 0.39% 52
2023
Q4 		$1.87M Sell
40,580
-510
-1% -$21.6K 0.35% 81
2023
Q3 		$1.65M Sell
41,090
-110
-0.3% -$4.58K 0.37% 76
2023
Q2 		$1.72M Buy
+41,200
New +$1.44M 0.38% 64

Other funds holding USLM

Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Davidson Capital Management
Davidson Capital Management Corpus Christi, Texas $604M AUM 18.09% 1-Year Est. Return
Cardinal Capital Management Inc (North Carolina)
Cardinal Capital Management Inc (North Carolina) Raleigh, North Carolina $861M AUM 27.19% 1-Year Est. Return
Moran Wealth Management
Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return
James Investment Research
James Investment Research Alpha, Ohio $936M AUM 24.49% 1-Year Est. Return
Kaizen Financial Strategies
Kaizen Financial Strategies Campbell, California $254M AUM 28.38% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Linden Thomas Advisory Services's USLM Position: Q3 2026 in Review

Linden Thomas Advisory Services increased its United States Lime & Minerals (USLM) stake by 20% in Q3 2026, buying an estimated $510K and bringing the position to 27,020 shares worth $3.06M. The position accounts for 0.24% of the portfolio, ranked #124.

Linden Thomas Advisory Services first reported a position in USLM in Q2 2023 and has held it in 14 quarters since. The position peaked at $5.46M in Q4 2024. 36 funds tracked by Wall St. Rank hold USLM as of Q3 2026.

  • Linden Thomas Advisory Services held 27,020 shares of United States Lime & Minerals worth $3.06M as of Q3 2026.
  • Linden Thomas Advisory Services bought 4,515 United States Lime & Minerals shares in Q3 2026, an estimated $510K.
  • United States Lime & Minerals made up 0.24% of Linden Thomas Advisory Services's portfolio in Q3 2026, its #124 holding.
  • Linden Thomas Advisory Services first reported a position in United States Lime & Minerals in Q2 2023 and has held it in 14 quarters since.
  • Linden Thomas Advisory Services's United States Lime & Minerals position peaked at $5.46M in Q4 2024.
  • 36 funds tracked by Wall St. Rank held United States Lime & Minerals as of Q3 2026.

Based on Linden Thomas Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.