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LM Advisors’s Hilton Worldwide HLT Stock Holding History

LM Advisors’s Portfolio HLT Stock Details HLT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$263K Buy
796
+554
+229% +$182K 0.03% 207
2026
Q1 		$796 Buy
242
+14
+6% +$4.24K 0.01% 204
2025
Q4 		$795 Sell
228
-565
-71% -$154K 0.01% 205
2025
Q3 		$206K Hold
793
– – 0.03% 204
2025
Q2 		$211K Buy
+793
New +$189K 0.03% 182
2024
Q1 		– Sell
-793
Closed -$144K – 428
2023
Q4 		$144K Buy
+793
New +$129K 0.03% 217

Other funds holding HLT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LM Advisors's HLT Position: Q2 2026 in Review

LM Advisors increased its Hilton Worldwide (HLT) stake by 229% in Q2 2026, buying an estimated $182K and bringing the position to 796 shares worth $263K. The position accounts for 0.03% of the portfolio, ranked #207.

LM Advisors first reported a position in HLT in Q4 2023 and has held it in 6 quarters since. 1,289 funds tracked by Wall St. Rank hold HLT as of Q2 2026.

  • LM Advisors held 796 shares of Hilton Worldwide worth $263K as of Q2 2026.
  • LM Advisors bought 554 Hilton Worldwide shares in Q2 2026, an estimated $182K.
  • Hilton Worldwide made up 0.03% of LM Advisors's portfolio in Q2 2026, its #207 holding.
  • LM Advisors first reported a position in Hilton Worldwide in Q4 2023 and has held it in 6 quarters since.
  • 1,289 funds tracked by Wall St. Rank held Hilton Worldwide as of Q2 2026.

Based on LM Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.