Pinnacle Wealth Planning Services
USLM icon

Pinnacle Wealth Planning Services’s United States Lime & Minerals USLM Stock Holding History

Pinnacle Wealth Planning Services’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
Q3 		$2.49K Sell
22
-3
-12% -$339 ﹤0.01% 2441
2026
Q2 		$2.62K Buy
+25
New +$2.9K ﹤0.01% 2420
2021
Q1 		– Sell
-1,005
Closed -$23K – 1858
2020
Q4 		$23K Buy
+1,005
New +$20.8K 0.01% 1107

Other funds holding USLM

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Royce & Associates
Royce & Associates New York $11B AUM 39.4% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $9.18B AUM 10.37% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Davidson Capital Management
Davidson Capital Management Corpus Christi, Texas $604M AUM 18.09% 1-Year Est. Return
Cardinal Capital Management Inc (North Carolina)
Cardinal Capital Management Inc (North Carolina) Raleigh, North Carolina $861M AUM 27.19% 1-Year Est. Return

Pinnacle Wealth Planning Services's USLM Position: Q3 2026 in Review

Pinnacle Wealth Planning Services reduced its United States Lime & Minerals (USLM) stake by 12% in Q3 2026, selling an estimated $339 and leaving 22 shares worth $2.49K. The position accounts for ﹤0.01% of the portfolio, ranked #2441.

Pinnacle Wealth Planning Services first reported a position in USLM in Q4 2020 and has held it in 3 quarters since. The position peaked at $23K in Q4 2020. 126 funds tracked by Wall St. Rank hold USLM as of Q3 2026.

  • Pinnacle Wealth Planning Services held 22 shares of United States Lime & Minerals worth $2.49K as of Q3 2026.
  • Pinnacle Wealth Planning Services sold 3 United States Lime & Minerals shares in Q3 2026, an estimated $339.
  • United States Lime & Minerals made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #2441 holding.
  • Pinnacle Wealth Planning Services first reported a position in United States Lime & Minerals in Q4 2020 and has held it in 3 quarters since.
  • Pinnacle Wealth Planning Services's United States Lime & Minerals position peaked at $23K in Q4 2020.
  • 126 funds tracked by Wall St. Rank held United States Lime & Minerals as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.