SWM
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Spire Wealth Management’s United States Lime & Minerals USLM Stock Holding History

Spire Wealth Management’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
Q1 		– Sell
-100
Closed -$12K – 2407
2025
Q4 		$12K Hold
100
– – ﹤0.01% 1650
2025
Q3 		$13.2K Buy
+100
New +$11.5K ﹤0.01% 1651

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Vanguard Capital Management
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First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
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T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Spire Wealth Management's USLM Position: Q1 2026 in Review

Spire Wealth Management sold out of United States Lime & Minerals (USLM) in Q1 2026, closing a stake of 100 shares — an estimated $12K sold.

Spire Wealth Management first reported a position in USLM in Q3 2025 and held it in 2 quarters. The position peaked at $13.2K in Q3 2025. 238 funds tracked by Wall St. Rank hold USLM as of Q1 2026.

  • Spire Wealth Management reported no remaining United States Lime & Minerals position as of Q1 2026 after selling out during the quarter.
  • Spire Wealth Management sold 100 United States Lime & Minerals shares in Q1 2026, an estimated $12K.
  • Spire Wealth Management first reported a position in United States Lime & Minerals in Q3 2025 and held it in 2 quarters.
  • Spire Wealth Management's United States Lime & Minerals position peaked at $13.2K in Q3 2025.
  • 238 funds tracked by Wall St. Rank held United States Lime & Minerals as of Q1 2026.

Based on Spire Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.