Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Hillman Solutions HLMN Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio HLMN Stock Details HLMN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$42.3K Buy
5,084
+1,291
+34% +$11.7K ﹤0.01% 3930
2025
Q4 		$33K Buy
3,793
+352
+10% +$3.17K ﹤0.01% 3888
2025
Q3 		$32K Buy
3,441
+1,773
+106% +$16K ﹤0.01% 3838
2025
Q2 		$12K Sell
1,668
-485
-23% -$3.63K ﹤0.01% 4204
2025
Q1 		$19K Buy
2,153
+241
+13% +$2.34K ﹤0.01% 3706
2024
Q4 		$19K Buy
1,912
+369
+24% +$3.94K ﹤0.01% 3472
2024
Q3 		$16K Buy
1,543
+837
+119% +$8.07K ﹤0.01% 3508
2024
Q2 		$6K Sell
706
-79
-10% -$745 ﹤0.01% 3777
2024
Q1 		$8K Buy
785
+681
+655% +$6.36K ﹤0.01% 3455
2023
Q4 		$1K Sell
104
-44
-30% -$336 ﹤0.01% 3962
2023
Q3 		$1K Sell
148
-99
-40% -$900 ﹤0.01% 3997
2023
Q2 		$2K Buy
247
+130
+111% +$1.08K ﹤0.01% 3802
2023
Q1 		$1K Sell
117
-219
-65% -$1.91K ﹤0.01% 3844
2022
Q4 		$2K Buy
+336
New +$2.53K ﹤0.01% 3558
2022
Q3 		– Sell
-2,590
Closed -$22K – 4032
2022
Q2 		$22K Buy
+2,590
New +$28.5K ﹤0.01% 2052
2022
Q1 		– Sell
-7,690
Closed -$83K – 3656
2021
Q4 		$83K Buy
+7,690
New +$82.7K ﹤0.01% 1379

Other funds holding HLMN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JFG
Jefferies Financial Group New York $14.6B AUM 40.95% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Carson Wealth (CWM LLC)'s HLMN Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Hillman Solutions (HLMN) stake by 34% in Q1 2026, buying an estimated $11.7K and bringing the position to 5,084 shares worth $42.3K. The position accounts for ﹤0.01% of the portfolio, ranked #3930.

Carson Wealth (CWM LLC) first reported a position in HLMN in Q4 2021 and has held it in 16 quarters since. The position peaked at $83K in Q4 2021. 235 funds tracked by Wall St. Rank hold HLMN as of Q1 2026.

  • Carson Wealth (CWM LLC) held 5,084 shares of Hillman Solutions worth $42.3K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 1,291 Hillman Solutions shares in Q1 2026, an estimated $11.7K.
  • Hillman Solutions made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3930 holding.
  • Carson Wealth (CWM LLC) first reported a position in Hillman Solutions in Q4 2021 and has held it in 16 quarters since.
  • Carson Wealth (CWM LLC)'s Hillman Solutions position peaked at $83K in Q4 2021.
  • 235 funds tracked by Wall St. Rank held Hillman Solutions as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.