Morgan Stanley
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Morgan Stanley’s United States Lime & Minerals USLM Stock Holding History

Morgan Stanley’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 		$7.95M Sell
60,851
-10,071
-14% -$1.21M ﹤0.01% 3767
2025
Q4 		$8.49M Buy
70,922
+7,578
+12% +$939K ﹤0.01% 3750
2025
Q3 		$8.33M Sell
63,344
-92,388
-59% -$10.7M ﹤0.01% 3692
2025
Q2 		$15.5M Buy
155,732
+26,182
+20% +$2.56M ﹤0.01% 3052
2025
Q1 		$11.4M Buy
129,550
+50,018
+63% +$5.2M ﹤0.01% 3223
2024
Q4 		$10.6M Sell
79,532
-36,538
-31% -$4.63M ﹤0.01% 3362
2024
Q3 		$11.3M Buy
116,070
+20,015
+21% +$1.61M ﹤0.01% 3335
2024
Q2 		$7M Buy
96,055
+63,380
+194% +$4.22M ﹤0.01% 3615
2024
Q1 		$1.95M Sell
32,675
-35,995
-52% -$1.86M ﹤0.01% 4600
2023
Q4 		$3.16M Buy
68,670
+50,405
+276% +$2.13M ﹤0.01% 4673
2023
Q3 		$734K Buy
18,265
+1,440
+9% +$59.9K ﹤0.01% 4973
2023
Q2 		$703K Buy
16,825
+3,800
+29% +$133K ﹤0.01% 5039
2023
Q1 		$398K Buy
13,025
+4,770
+58% +$145K ﹤0.01% 5384
2022
Q4 		$232K Buy
8,255
+540
+7% +$13.9K ﹤0.01% 5603
2022
Q3 		$158K Sell
7,715
-8,805
-53% -$187K ﹤0.01% 5841
2022
Q2 		$348K Buy
16,520
+13,960
+545% +$316K ﹤0.01% 5604
2022
Q1 		$60K Sell
2,560
-1,065
-29% -$25.7K ﹤0.01% 6621
2021
Q4 		$94K Buy
3,625
+965
+36% +$24.1K ﹤0.01% 6486
2021
Q3 		$65K Sell
2,660
-320
-11% -$8.91K ﹤0.01% 6595
2021
Q2 		$83K Buy
2,980
+1,880
+171% +$52.9K ﹤0.01% 6434
2021
Q1 		$29K Sell
1,100
-7,215
-87% -$195K ﹤0.01% 6586
2020
Q4 		$189K Buy
8,315
+6,515
+362% +$135K ﹤0.01% 5621
2020
Q3 		$32K Sell
1,800
-1,985
-52% -$36K ﹤0.01% 5884
2020
Q2 		$64K Buy
3,785
+2,340
+162% +$36.5K ﹤0.01% 5593
2020
Q1 		$21K Sell
1,445
-13,450
-90% -$225K ﹤0.01% 5798
2019
Q4 		$269K Buy
14,895
+5,125
+52% +$90K ﹤0.01% 5288
2019
Q3 		$149K Buy
9,770
+8,775
+882% +$141K ﹤0.01% 5282
2019
Q2 		$16K Sell
995
-6,950
-87% -$112K ﹤0.01% 6004
2019
Q1 		$122K Sell
7,945
-20,960
-73% -$302K ﹤0.01% 5309
2018
Q4 		$411K Buy
28,905
+9,870
+52% +$147K ﹤0.01% 4908
2018
Q3 		$301K Sell
19,035
-20,265
-52% -$317K ﹤0.01% 5264
2018
Q2 		$659K Sell
39,300
-18,530
-32% -$290K ﹤0.01% 4913
2018
Q1 		$846K Sell
57,830
-34,960
-38% -$526K ﹤0.01% 4662
2017
Q4 		$1.43M Buy
92,790
+20,295
+28% +$350K ﹤0.01% 4305
2017
Q3 		$1.22M Buy
72,495
+17,140
+31% +$276K ﹤0.01% 4301
2017
Q2 		$868K Buy
55,355
+13,490
+32% +$212K ﹤0.01% 4476
2017
Q1 		$662K Sell
41,865
-34,825
-45% -$532K ﹤0.01% 4665
2016
Q4 		$1.16M Sell
76,690
-11,295
-13% -$159K ﹤0.01% 4354
2016
Q3 		$1.16M Sell
87,985
-21,780
-20% -$275K ﹤0.01% 3928
2016
Q2 		$1.29M Buy
109,765
+3,900
+4% +$43.3K ﹤0.01% 3770
2016
Q1 		$1.27M Buy
105,865
+37,115
+54% +$402K ﹤0.01% 3726
2015
Q4 		$756K Sell
68,750
-36,930
-35% -$378K ﹤0.01% 4256
2015
Q3 		$965K Sell
105,680
-29,690
-22% -$317K ﹤0.01% 4136
2015
Q2 		$1.57M Sell
135,370
-8,180
-6% -$103K ﹤0.01% 3830
2015
Q1 		$1.85M Buy
143,550
+56,530
+65% +$776K ﹤0.01% 3644
2014
Q4 		$1.27M Buy
87,020
+5,835
+7% +$79.4K ﹤0.01% 3957
2014
Q3 		$943K Buy
81,185
+32,815
+68% +$393K ﹤0.01% 4082
2014
Q2 		$627K Sell
48,370
-10,850
-18% -$130K ﹤0.01% 4420
2014
Q1 		$667K Sell
59,220
-6,075
-9% -$68.6K ﹤0.01% 4343
2013
Q4 		$799K Buy
65,295
+10,390
+19% +$119K ﹤0.01% 4103
2013
Q3 		$644K Buy
54,905
+25,160
+85% +$293K ﹤0.01% 4158
2013
Q2 		$312K Buy
+29,745
New +$292K ﹤0.01% 4579

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

Morgan Stanley's USLM Position: Q1 2026 in Review

Morgan Stanley reduced its United States Lime & Minerals (USLM) stake by 14% in Q1 2026, selling an estimated $1.21M and leaving 60,851 shares worth $7.95M. The position accounts for ﹤0.01% of the portfolio, ranked #3767.

Morgan Stanley first reported a position in USLM in Q2 2013 and has held it in 52 quarters since. The position peaked at $15.5M in Q2 2025. 237 funds tracked by Wall St. Rank hold USLM as of Q1 2026.

  • Morgan Stanley held 60,851 shares of United States Lime & Minerals worth $7.95M as of Q1 2026.
  • Morgan Stanley sold 10,071 United States Lime & Minerals shares in Q1 2026, an estimated $1.21M.
  • United States Lime & Minerals made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #3767 holding.
  • Morgan Stanley first reported a position in United States Lime & Minerals in Q2 2013 and has held it in 52 quarters since.
  • Morgan Stanley's United States Lime & Minerals position peaked at $15.5M in Q2 2025.
  • 237 funds tracked by Wall St. Rank held United States Lime & Minerals as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.