Sound View Wealth Advisors Group’s United States Lime & Minerals USLM Stock Holding History

Sound View Wealth Advisors Group’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	$481K	Buy	4,600 +100	+2%	+$11.6K	0.03%	291
2026 Q1	$588K	Hold	4,500	–	–	0.04%	258
2025 Q4	$539K	Hold	4,500	–	–	0.04%	261
2025 Q3	$592K	Buy	4,500 +50	+1%	+$5.77K	0.04%	252
2025 Q2	$444K	Hold	4,450	–	–	0.03%	286
2025 Q1	$393K	Sell	4,450 -1,075	-19%	-$112K	0.03%	288
2024 Q4	$733K	Buy	5,525 +200	+4%	+$25.4K	0.06%	218
2024 Q3	$520K	Sell	5,325 -1,300	-20%	-$104K	0.04%	250
2024 Q2	$483K	Sell	6,625 -1,000	-13%	-$66.6K	0.05%	240
2024 Q1	$455K	Hold	7,625	–	–	0.05%	249
2023 Q4	$351K	Hold	7,625	–	–	0.04%	284
2023 Q3	$307K	Sell	7,625 -125	-2%	-$5.2K	0.04%	282
2023 Q2	$324K	Buy	+7,750	New	+$271K	0.04%	277
2023 Q1	–	Sell	-7,625	Closed	-$351K	–	407
2022 Q4	$351K	Buy	+7,625	New	+$197K	0.04%	284

Other funds holding USLM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Sound View Wealth Advisors Group's USLM Position: Q2 2026 in Review

Sound View Wealth Advisors Group increased its United States Lime & Minerals (USLM) stake by 2.2% in Q2 2026, buying an estimated $11.6K and bringing the position to 4,600 shares worth $481K. The position accounts for 0.03% of the portfolio, ranked #291.

Sound View Wealth Advisors Group first reported a position in USLM in Q4 2022 and has held it in 14 quarters since. The position peaked at $733K in Q4 2024. 235 funds tracked by Wall St. Rank hold USLM as of Q2 2026.

Sound View Wealth Advisors Group held 4,600 shares of United States Lime & Minerals worth $481K as of Q2 2026.
Sound View Wealth Advisors Group bought 100 United States Lime & Minerals shares in Q2 2026, an estimated $11.6K.
United States Lime & Minerals made up 0.03% of Sound View Wealth Advisors Group's portfolio in Q2 2026, its #291 holding.
Sound View Wealth Advisors Group first reported a position in United States Lime & Minerals in Q4 2022 and has held it in 14 quarters since.
Sound View Wealth Advisors Group's United States Lime & Minerals position peaked at $733K in Q4 2024.
235 funds tracked by Wall St. Rank held United States Lime & Minerals as of Q2 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q2 2026, filed 11 Aug 2026.