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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Pinnacle Wealth Planning Services's USLM Position: Q2 2026 in Review

Pinnacle Wealth Planning Services opened a new position in United States Lime & Minerals (USLM) in Q2 2026: 25 shares worth $2.62K. The stake represents ﹤0.01% of the portfolio and ranks #2420 among its holdings. This is a return to the name: Pinnacle Wealth Planning Services previously reported a position in USLM as recently as Q4 2020.

Pinnacle Wealth Planning Services first reported a position in USLM in Q4 2020 and has held it in 2 quarters since. The position peaked at $23K in Q4 2020. 235 funds tracked by Wall St. Rank hold USLM as of Q2 2026.

  • Pinnacle Wealth Planning Services held 25 shares of United States Lime & Minerals worth $2.62K as of Q2 2026.
  • United States Lime & Minerals was a new Pinnacle Wealth Planning Services position in Q2 2026.
  • United States Lime & Minerals made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2420 holding.
  • Pinnacle Wealth Planning Services first reported a position in United States Lime & Minerals in Q4 2020 and has held it in 2 quarters since.
  • Pinnacle Wealth Planning Services's United States Lime & Minerals position peaked at $23K in Q4 2020.
  • 235 funds tracked by Wall St. Rank held United States Lime & Minerals as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.