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SkyOak Wealth’s United States Lime & Minerals USLM Stock Holding History

SkyOak Wealth’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 		– Sell
-2,456
Closed -$321K – 273
2026
Q1 		$321K Sell
2,456
-225
-8% -$27K 0.06% 170
2025
Q4 		$321K Sell
2,681
-128
-5% -$15.9K 0.06% 171
2025
Q3 		$370K Buy
2,809
+379
+16% +$43.8K 0.07% 159
2025
Q2 		$243K Buy
+2,430
New +$237K 0.05% 209

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

SkyOak Wealth's USLM Position: Q2 2026 in Review

SkyOak Wealth sold out of United States Lime & Minerals (USLM) in Q2 2026, closing a stake of 2,456 shares — an estimated $321K sold.

SkyOak Wealth first reported a position in USLM in Q2 2025 and held it in 4 quarters. The position peaked at $370K in Q3 2025. 235 funds tracked by Wall St. Rank hold USLM as of Q2 2026.

  • SkyOak Wealth reported no remaining United States Lime & Minerals position as of Q2 2026 after selling out during the quarter.
  • SkyOak Wealth sold 2,456 United States Lime & Minerals shares in Q2 2026, an estimated $321K.
  • SkyOak Wealth first reported a position in United States Lime & Minerals in Q2 2025 and held it in 4 quarters.
  • SkyOak Wealth's United States Lime & Minerals position peaked at $370K in Q3 2025.
  • 235 funds tracked by Wall St. Rank held United States Lime & Minerals as of Q2 2026.

Based on SkyOak Wealth's 13F filing for Q2 2026, filed 30 Jul 2026.