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NewEdge Advisors’s United States Lime & Minerals USLM Stock Holding History

NewEdge Advisors’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 		– Sell
-1,985
Closed -$238K – 4403
2025
Q4 		$238K Buy
+1,985
New +$246K ﹤0.01% 2480
2025
Q1 		– Sell
-4,413
Closed -$586K – 4111
2024
Q4 		$586K Buy
+4,413
New +$560K ﹤0.01% 1444

Other funds holding USLM

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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

NewEdge Advisors's USLM Position: Q1 2026 in Review

NewEdge Advisors sold out of United States Lime & Minerals (USLM) in Q1 2026, closing a stake of 1,985 shares — an estimated $238K sold.

NewEdge Advisors first reported a position in USLM in Q4 2024 and held it in 2 quarters. The position peaked at $586K in Q4 2024. 237 funds tracked by Wall St. Rank hold USLM as of Q1 2026.

  • NewEdge Advisors reported no remaining United States Lime & Minerals position as of Q1 2026 after selling out during the quarter.
  • NewEdge Advisors sold 1,985 United States Lime & Minerals shares in Q1 2026, an estimated $238K.
  • NewEdge Advisors first reported a position in United States Lime & Minerals in Q4 2024 and held it in 2 quarters.
  • NewEdge Advisors's United States Lime & Minerals position peaked at $586K in Q4 2024.
  • 237 funds tracked by Wall St. Rank held United States Lime & Minerals as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.