LPL Financial
HLMN icon

LPL Financial’s Hillman Solutions HLMN Stock Holding History

LPL Financial’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
Q2 		$1.12M Sell
133,283
-1,594
-1% -$12.7K ﹤0.01% 4325
2026
Q1 		$1.12M Sell
134,877
-6,866
-5% -$62K ﹤0.01% 4087
2025
Q4 		$1.23M Sell
141,743
-15,959
-10% -$144K ﹤0.01% 3861
2025
Q3 		$1.45M Buy
157,702
+16,773
+12% +$151K ﹤0.01% 3632
2025
Q2 		$1.01M Sell
140,929
-15,888
-10% -$119K ﹤0.01% 3751
2025
Q1 		$1.38M Sell
156,817
-38,370
-20% -$373K ﹤0.01% 3277
2024
Q4 		$1.9M Buy
195,187
+51,085
+35% +$546K ﹤0.01% 2906
2024
Q3 		$1.52M Sell
144,102
-19,359
-12% -$187K ﹤0.01% 2992
2024
Q2 		$1.45M Buy
163,461
+13,169
+9% +$124K ﹤0.01% 2908
2024
Q1 		$1.6M Buy
150,292
+54,239
+56% +$507K ﹤0.01% 2740
2023
Q4 		$885K Buy
96,053
+7,381
+8% +$56.3K ﹤0.01% 3147
2023
Q3 		$732K Buy
88,672
+5,211
+6% +$47.4K ﹤0.01% 3175
2023
Q2 		$752K Buy
83,461
+13,604
+19% +$113K ﹤0.01% 3104
2023
Q1 		$588K Buy
69,857
+15,964
+30% +$139K ﹤0.01% 3188
2022
Q4 		$389K Sell
53,893
-603
-1% -$4.54K ﹤0.01% 3467
2022
Q3 		$411K Buy
54,496
+1,261
+2% +$11.1K ﹤0.01% 3327
2022
Q2 		$460K Buy
+53,235
New +$586K ﹤0.01% 3284
2022
Q1 		– Sell
-44,869
Closed -$482K – 4286
2021
Q4 		$482K Sell
44,869
-3,033
-6% -$32.6K ﹤0.01% 3312
2021
Q3 		$571K Buy
47,902
+2,171
+5% +$26.6K ﹤0.01% 3092
2021
Q2 		$567K Buy
45,731
+510
+1% +$5.68K ﹤0.01% 3056
2021
Q1 		$453K Buy
+45,221
New +$473K ﹤0.01% 3105

Other funds holding HLMN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
JFG
Jefferies Financial Group New York $15.2B AUM 55.75% 1-Year Est. Return

LPL Financial's HLMN Position: Q2 2026 in Review

LPL Financial reduced its Hillman Solutions (HLMN) stake by 1.2% in Q2 2026, selling an estimated $12.7K and leaving 133,283 shares worth $1.12M. The position accounts for ﹤0.01% of the portfolio, ranked #4325.

LPL Financial first reported a position in HLMN in Q1 2021 and has held it in 21 quarters since. The position peaked at $1.9M in Q4 2024. 230 funds tracked by Wall St. Rank hold HLMN as of Q2 2026.

  • LPL Financial held 133,283 shares of Hillman Solutions worth $1.12M as of Q2 2026.
  • LPL Financial sold 1,594 Hillman Solutions shares in Q2 2026, an estimated $12.7K.
  • Hillman Solutions made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #4325 holding.
  • LPL Financial first reported a position in Hillman Solutions in Q1 2021 and has held it in 21 quarters since.
  • LPL Financial's Hillman Solutions position peaked at $1.9M in Q4 2024.
  • 230 funds tracked by Wall St. Rank held Hillman Solutions as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.