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Rothschild Investment LLC’s United States Lime & Minerals USLM Stock Holding History

Rothschild Investment LLC’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 		$2.83K Sell
27
-19
-41% -$2.21K ﹤0.01% 2600
2026
Q1 		$6.01K Buy
46
+29
+171% +$3.49K ﹤0.01% 1960
2025
Q4 		$2.04K Buy
17
+2
+13% +$248 ﹤0.01% 2364
2025
Q3 		$1.97K Sell
15
-5
-25% -$577 ﹤0.01% 2241
2025
Q2 		$2K Buy
20
+5
+33% +$489 ﹤0.01% 2084
2025
Q1 		$1.33K Buy
15
+10
+200% +$1.04K ﹤0.01% 2167
2024
Q4 		$664 Buy
+5
New +$634 ﹤0.01% 2425

Other funds holding USLM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
CCMINC
Cardinal Capital Management Inc (North Carolina) Raleigh, North Carolina $826M AUM 32.06% 1-Year Est. Return
DCM
Davidson Capital Management Corpus Christi, Texas $624M AUM 29.17% 1-Year Est. Return
MWM
Moran Wealth Management Naples, Florida $3.67B AUM 36.71% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return

Rothschild Investment LLC's USLM Position: Q2 2026 in Review

Rothschild Investment LLC reduced its United States Lime & Minerals (USLM) stake by 41% in Q2 2026, selling an estimated $2.21K and leaving 27 shares worth $2.83K. The position accounts for ﹤0.01% of the portfolio, ranked #2600.

Rothschild Investment LLC first reported a position in USLM in Q4 2024 and has held it in 7 quarters since. The position peaked at $6.01K in Q1 2026. 98 funds tracked by Wall St. Rank hold USLM as of Q2 2026.

  • Rothschild Investment LLC held 27 shares of United States Lime & Minerals worth $2.83K as of Q2 2026.
  • Rothschild Investment LLC sold 19 United States Lime & Minerals shares in Q2 2026, an estimated $2.21K.
  • United States Lime & Minerals made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #2600 holding.
  • Rothschild Investment LLC first reported a position in United States Lime & Minerals in Q4 2024 and has held it in 7 quarters since.
  • Rothschild Investment LLC's United States Lime & Minerals position peaked at $6.01K in Q1 2026.
  • 98 funds tracked by Wall St. Rank held United States Lime & Minerals as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.