Steward Partners Investment Advisory’s United States Lime & Minerals USLM Stock Holding History

Steward Partners Investment Advisory’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	$49K	Hold	375	–	–	﹤0.01%	2794
2025 Q4	$44.9K	Hold	375	–	–	﹤0.01%	2729
2025 Q3	$49.3K	Hold	375	–	–	﹤0.01%	2618
2025 Q2	$37.4K	Hold	375	–	–	﹤0.01%	2621
2025 Q1	$33.1K	Sell	375 -510	-58%	-$53K	﹤0.01%	2584
2024 Q4	$117K	Buy	885 +510	+136%	+$64.7K	﹤0.01%	1902
2024 Q3	$36.6K	Buy	+375	New	+$30.1K	﹤0.01%	2392

Other funds holding USLM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Steward Partners Investment Advisory's USLM Position: Q1 2026 in Review

Steward Partners Investment Advisory held its United States Lime & Minerals (USLM) position steady in Q1 2026 at 375 shares worth $49K. The position accounts for ﹤0.01% of the portfolio, ranked #2794.

Steward Partners Investment Advisory first reported a position in USLM in Q3 2024 and has held it in 7 quarters since. The position peaked at $117K in Q4 2024. 237 funds tracked by Wall St. Rank hold USLM as of Q1 2026.

Steward Partners Investment Advisory held 375 shares of United States Lime & Minerals worth $49K as of Q1 2026.
Steward Partners Investment Advisory left its United States Lime & Minerals share count unchanged in Q1 2026.
United States Lime & Minerals made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #2794 holding.
Steward Partners Investment Advisory first reported a position in United States Lime & Minerals in Q3 2024 and has held it in 7 quarters since.
Steward Partners Investment Advisory's United States Lime & Minerals position peaked at $117K in Q4 2024.
237 funds tracked by Wall St. Rank held United States Lime & Minerals as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.