MWM
USLM icon

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
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 $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return