Optima Capital’s United States Lime & Minerals USLM Stock Holding History

Optima Capital’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	-5	Closed	-$599	–	1237
2025 Q4	$599	Buy	+5	New	+$620	﹤0.01%	1096

Other funds holding USLM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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 Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

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 Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Optima Capital's USLM Position: Q1 2026 in Review

Optima Capital sold out of United States Lime & Minerals (USLM) in Q1 2026, closing a stake of 5 shares — an estimated $599 sold.

Optima Capital first reported a position in USLM in Q4 2025 and held it in 1 quarter. The position peaked at $599 in Q4 2025. 237 funds tracked by Wall St. Rank hold USLM as of Q1 2026.

Optima Capital reported no remaining United States Lime & Minerals position as of Q1 2026 after selling out during the quarter.
Optima Capital sold 5 United States Lime & Minerals shares in Q1 2026, an estimated $599.
Optima Capital first reported a position in United States Lime & Minerals in Q4 2025 and held it in 1 quarter.
Optima Capital's United States Lime & Minerals position peaked at $599 in Q4 2025.
237 funds tracked by Wall St. Rank held United States Lime & Minerals as of Q1 2026.

Based on Optima Capital's 13F filing for Q1 2026, filed 5 May 2026.