MWM
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Moran Wealth Management’s United States Lime & Minerals USLM Stock Holding History

Moran Wealth Management’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 		$3.87M Buy
36,970
+884
+2% +$103K 0.11% 239
2026
Q1 		$4.71M Buy
36,086
+27,344
+313% +$3.29M 0.14% 204
2025
Q4 		$1.05M Buy
8,742
+731
+9% +$90.6K 0.03% 353
2025
Q3 		$1.05M Buy
8,011
+233
+3% +$26.9K 0.03% 346
2025
Q2 		$776K Sell
7,778
-50
-0.6% -$4.89K 0.02% 349
2025
Q1 		$692K Sell
7,828
-126
-2% -$13.1K 0.02% 338
2024
Q4 		$1.06M Sell
7,954
-76
-0.9% -$9.64K 0.03% 294
2024
Q3 		$784K Buy
8,030
+1,640
+26% +$132K 0.02% 320
2024
Q2 		$465K Buy
6,390
+320
+5% +$21.3K 0.02% 346
2024
Q1 		$362K Buy
+6,070
New +$313K 0.01% 361

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 $3.37T AUM 44.26% 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

Moran Wealth Management's USLM Position: Q2 2026 in Review

Moran Wealth Management increased its United States Lime & Minerals (USLM) stake by 2.4% in Q2 2026, buying an estimated $103K and bringing the position to 36,970 shares worth $3.87M. The position accounts for 0.11% of the portfolio, ranked #239.

Moran Wealth Management first reported a position in USLM in Q1 2024 and has held it in 10 quarters since. The position peaked at $4.71M in Q1 2026. 234 funds tracked by Wall St. Rank hold USLM as of Q2 2026.

  • Moran Wealth Management held 36,970 shares of United States Lime & Minerals worth $3.87M as of Q2 2026.
  • Moran Wealth Management bought 884 United States Lime & Minerals shares in Q2 2026, an estimated $103K.
  • United States Lime & Minerals made up 0.11% of Moran Wealth Management's portfolio in Q2 2026, its #239 holding.
  • Moran Wealth Management first reported a position in United States Lime & Minerals in Q1 2024 and has held it in 10 quarters since.
  • Moran Wealth Management's United States Lime & Minerals position peaked at $4.71M in Q1 2026.
  • 234 funds tracked by Wall St. Rank held United States Lime & Minerals as of Q2 2026.

Based on Moran Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.