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

LPL 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	$418K	Sell	3,996 -866	-18%	-$101K	﹤0.01%	5179
2026 Q1	$635K	Buy	4,862 +24	+0.5%	+$2.88K	﹤0.01%	4555
2025 Q4	$579K	Sell	4,838 -1,188	-20%	-$147K	﹤0.01%	4587
2025 Q3	$793K	Sell	6,026 -3,149	-34%	-$364K	﹤0.01%	4234
2025 Q2	$916K	Buy	+9,175	New	+$897K	﹤0.01%	3828
2025 Q1	–	Sell	-2,173	Closed	-$288K	–	5526
2024 Q4	$288K	Sell	2,173 -896	-29%	-$114K	﹤0.01%	4559
2024 Q3	$300K	Buy	+3,069	New	+$246K	﹤0.01%	4433

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

LPL Financial's USLM Position: Q2 2026 in Review

LPL Financial reduced its United States Lime & Minerals (USLM) stake by 18% in Q2 2026, selling an estimated $101K and leaving 3,996 shares worth $418K. The position accounts for ﹤0.01% of the portfolio, ranked #5179.

LPL Financial first reported a position in USLM in Q3 2024 and has held it in 7 quarters since. The position peaked at $916K in Q2 2025. 235 funds tracked by Wall St. Rank hold USLM as of Q2 2026.

LPL Financial held 3,996 shares of United States Lime & Minerals worth $418K as of Q2 2026.
LPL Financial sold 866 United States Lime & Minerals shares in Q2 2026, an estimated $101K.
United States Lime & Minerals made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #5179 holding.
LPL Financial first reported a position in United States Lime & Minerals in Q3 2024 and has held it in 7 quarters since.
LPL Financial's United States Lime & Minerals position peaked at $916K in Q2 2025.
235 funds tracked by Wall St. Rank held United States Lime & Minerals as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.