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LRI Investments’s Hillman Solutions HLMN Stock Holding History

LRI Investments’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 		– Sell
-15,686
Closed -$136K – 1456
2025
Q4 		$136K Sell
15,686
-884
-5% -$7.97K 0.01% 359
2025
Q3 		$152K Buy
16,570
+762
+5% +$6.88K 0.01% 342
2025
Q2 		$113K Buy
15,808
+1,142
+8% +$8.55K 0.01% 412
2025
Q1 		$129K Sell
14,666
-4,183
-22% -$40.6K 0.01% 356
2024
Q4 		$184K Hold
18,849
– – 0.02% 289
2024
Q3 		$207K Buy
18,849
+751
+4% +$7.24K 0.02% 270
2024
Q2 		$160K Buy
+18,098
New +$171K 0.02% 290

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
JFG
Jefferies Financial Group New York $15.2B AUM 55.75% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

LRI Investments's HLMN Position: Q1 2026 in Review

LRI Investments sold out of Hillman Solutions (HLMN) in Q1 2026, closing a stake of 15,686 shares — an estimated $136K sold.

LRI Investments first reported a position in HLMN in Q2 2024 and held it in 7 quarters. The position peaked at $207K in Q3 2024. 235 funds tracked by Wall St. Rank hold HLMN as of Q1 2026.

  • LRI Investments reported no remaining Hillman Solutions position as of Q1 2026 after selling out during the quarter.
  • LRI Investments sold 15,686 Hillman Solutions shares in Q1 2026, an estimated $136K.
  • LRI Investments first reported a position in Hillman Solutions in Q2 2024 and held it in 7 quarters.
  • LRI Investments's Hillman Solutions position peaked at $207K in Q3 2024.
  • 235 funds tracked by Wall St. Rank held Hillman Solutions as of Q1 2026.

Based on LRI Investments's 13F filing for Q1 2026, filed 30 Apr 2026.