LPL Financial
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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
Q3 		$1.12M Buy
160,904
+27,621
+21% +$219K ﹤0.01% 4400
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 $2.32T AUM 44.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
Reinhart Partners
Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return
Jefferies Financial Group
Jefferies Financial Group New York $13.5B AUM 36.68% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

LPL Financial's HLMN Position: Q3 2026 in Review

LPL Financial increased its Hillman Solutions (HLMN) stake by 21% in Q3 2026, buying an estimated $219K and bringing the position to 160,904 shares worth $1.12M. The position accounts for ﹤0.01% of the portfolio, ranked #4400.

LPL Financial first reported a position in HLMN in Q1 2021 and has held it in 22 quarters since. The position peaked at $1.9M in Q4 2024. 159 funds tracked by Wall St. Rank hold HLMN as of Q3 2026.

  • LPL Financial held 160,904 shares of Hillman Solutions worth $1.12M as of Q3 2026.
  • LPL Financial bought 27,621 Hillman Solutions shares in Q3 2026, an estimated $219K.
  • Hillman Solutions made up ﹤0.01% of LPL Financial's portfolio in Q3 2026, its #4400 holding.
  • LPL Financial first reported a position in Hillman Solutions in Q1 2021 and has held it in 22 quarters since.
  • LPL Financial's Hillman Solutions position peaked at $1.9M in Q4 2024.
  • 159 funds tracked by Wall St. Rank held Hillman Solutions as of Q3 2026.

Based on LPL Financial's 13F filing for Q3 2026, filed 6 Nov 2026.