TFC Financial Management’s United States Lime & Minerals USLM Stock Holding History

TFC Financial 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	$131	Hold	1	–	–	﹤0.01%	843
2025 Q4	$120	Hold	1	–	–	﹤0.01%	842
2025 Q3	$132	Hold	1	–	–	﹤0.01%	853
2025 Q2	$100	Hold	1	–	–	﹤0.01%	887
2025 Q1	$89	Hold	1	–	–	﹤0.01%	843
2024 Q4	$133	Hold	1	–	–	﹤0.01%	792
2024 Q3	$98	Buy	+1	New	+$80	﹤0.01%	849

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

TFC Financial Management's USLM Position: Q1 2026 in Review

TFC Financial Management held its United States Lime & Minerals (USLM) position steady in Q1 2026 at 1 share worth $131. The position accounts for ﹤0.01% of the portfolio, ranked #843.

TFC Financial Management first reported a position in USLM in Q3 2024 and has held it in 7 quarters since. The position peaked at $133 in Q4 2024. 237 funds tracked by Wall St. Rank hold USLM as of Q1 2026.

TFC Financial Management held 1 share of United States Lime & Minerals worth $131 as of Q1 2026.
TFC Financial Management left its United States Lime & Minerals share count unchanged in Q1 2026.
United States Lime & Minerals made up ﹤0.01% of TFC Financial Management's portfolio in Q1 2026, its #843 holding.
TFC Financial Management first reported a position in United States Lime & Minerals in Q3 2024 and has held it in 7 quarters since.
TFC Financial Management's United States Lime & Minerals position peaked at $133 in Q4 2024.
237 funds tracked by Wall St. Rank held United States Lime & Minerals as of Q1 2026.

Based on TFC Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.