LWM
HCC icon

Lifetime Wealth Management’s Warrior Met Coal HCC Stock Holding History

Lifetime Wealth Management’s Portfolio HCC Stock Details HCC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.17M Buy
39,087
+3,400
+10% +$307K 1.85% 16
2026
Q1 		$3.32M Sell
35,687
-1,750
-5% -$158K 1.89% 17
2025
Q4 		$3.3M Buy
+37,437
New +$2.81M 2.07% 14

Other funds holding HCC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
DS
Dalal Street West Lake Hills, Texas $327M AUM 71.47% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Lifetime Wealth Management's HCC Position: Q2 2026 in Review

Lifetime Wealth Management increased its Warrior Met Coal (HCC) stake by 9.5% in Q2 2026, buying an estimated $307K and bringing the position to 39,087 shares worth $3.17M. The position accounts for 1.85% of the portfolio, ranked #16.

Lifetime Wealth Management first reported a position in HCC in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.32M in Q1 2026. 343 funds tracked by Wall St. Rank hold HCC as of Q2 2026.

  • Lifetime Wealth Management held 39,087 shares of Warrior Met Coal worth $3.17M as of Q2 2026.
  • Lifetime Wealth Management bought 3,400 Warrior Met Coal shares in Q2 2026, an estimated $307K.
  • Warrior Met Coal made up 1.85% of Lifetime Wealth Management's portfolio in Q2 2026, its #16 holding.
  • Lifetime Wealth Management first reported a position in Warrior Met Coal in Q4 2025 and has held it in 3 quarters since.
  • Lifetime Wealth Management's Warrior Met Coal position peaked at $3.32M in Q1 2026.
  • 343 funds tracked by Wall St. Rank held Warrior Met Coal as of Q2 2026.

Based on Lifetime Wealth Management's 13F filing for Q2 2026, filed 17 Aug 2026.