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

Round Rock 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
Q2 		$768K Hold
7,335
– – 0.1% 163
2026
Q1 		$958K Sell
7,335
-3,552
-33% -$427K 0.15% 111
2025
Q4 		$1.3M Buy
10,887
+4,467
+70% +$554K 0.2% 72
2025
Q3 		$868K Buy
+6,420
New +$741K 0.14% 101

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

Round Rock Advisors's USLM Position: Q2 2026 in Review

Round Rock Advisors held its United States Lime & Minerals (USLM) position steady in Q2 2026 at 7,335 shares worth $768K. The position accounts for 0.1% of the portfolio, ranked #163.

Round Rock Advisors first reported a position in USLM in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.3M in Q4 2025. 234 funds tracked by Wall St. Rank hold USLM as of Q2 2026.

  • Round Rock Advisors held 7,335 shares of United States Lime & Minerals worth $768K as of Q2 2026.
  • Round Rock Advisors left its United States Lime & Minerals share count unchanged in Q2 2026.
  • United States Lime & Minerals made up 0.1% of Round Rock Advisors's portfolio in Q2 2026, its #163 holding.
  • Round Rock Advisors first reported a position in United States Lime & Minerals in Q3 2025 and has held it in 4 quarters since.
  • Round Rock Advisors's United States Lime & Minerals position peaked at $1.3M in Q4 2025.
  • 234 funds tracked by Wall St. Rank held United States Lime & Minerals as of Q2 2026.

Based on Round Rock Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.