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Whittier Trust’s United States Lime & Minerals USLM Stock Holding History

Whittier Trust’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 		$16.3K Buy
159
+7
+5% +$813 ﹤0.01% 1073
2026
Q1 		$20K Buy
+152
New +$18.3K ﹤0.01% 999

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

Whittier Trust's USLM Position: Q2 2026 in Review

Whittier Trust increased its United States Lime & Minerals (USLM) stake by 4.6% in Q2 2026, buying an estimated $813 and bringing the position to 159 shares worth $16.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1073.

Whittier Trust first reported a position in USLM in Q1 2026 and has held it in 2 quarters since. The position peaked at $20K in Q1 2026. 235 funds tracked by Wall St. Rank hold USLM as of Q2 2026.

  • Whittier Trust held 159 shares of United States Lime & Minerals worth $16.3K as of Q2 2026.
  • Whittier Trust bought 7 United States Lime & Minerals shares in Q2 2026, an estimated $813.
  • United States Lime & Minerals made up ﹤0.01% of Whittier Trust's portfolio in Q2 2026, its #1073 holding.
  • Whittier Trust first reported a position in United States Lime & Minerals in Q1 2026 and has held it in 2 quarters since.
  • Whittier Trust's United States Lime & Minerals position peaked at $20K in Q1 2026.
  • 235 funds tracked by Wall St. Rank held United States Lime & Minerals as of Q2 2026.

Based on Whittier Trust's 13F filing for Q2 2026, filed 28 Jul 2026.