TPWA
USLM icon

Twin Peaks Wealth Advisors’s United States Lime & Minerals USLM Stock Holding History

Twin Peaks Wealth Advisors’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
Closed -$261 – 2096
2026
Q1 		$261 Buy
+2
New +$240 ﹤0.01% 2133
2025
Q3 		– Sell
-1
Closed -$119 – 2023
2025
Q2 		$119 Buy
+1
New +$98 ﹤0.01% 2085

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

Twin Peaks Wealth Advisors's USLM Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of United States Lime & Minerals (USLM) in Q2 2026, closing a stake of 2 shares — an estimated $261 sold.

Twin Peaks Wealth Advisors first reported a position in USLM in Q2 2025 and held it in 2 quarters. The position peaked at $261 in Q1 2026. 234 funds tracked by Wall St. Rank hold USLM as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining United States Lime & Minerals position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 2 United States Lime & Minerals shares in Q2 2026, an estimated $261.
  • Twin Peaks Wealth Advisors first reported a position in United States Lime & Minerals in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's United States Lime & Minerals position peaked at $261 in Q1 2026.
  • 234 funds tracked by Wall St. Rank held United States Lime & Minerals as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.