Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Hormel Foods HRL Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio HRL Stock Details HRL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$15.4M Buy
680,002
+38,035
+6% +$909K 0.04% 409
2025
Q4 		$15.2M Buy
641,967
+43,060
+7% +$1.01M 0.04% 397
2025
Q3 		$14.8M Buy
598,907
+18,834
+3% +$522K 0.04% 355
2025
Q2 		$17.5M Buy
580,073
+29,124
+5% +$878K 0.06% 269
2025
Q1 		$17M Buy
550,949
+12,006
+2% +$357K 0.07% 245
2024
Q4 		$16.9M Buy
538,943
+52,011
+11% +$1.63M 0.07% 237
2024
Q3 		$15.4M Buy
486,932
+13,200
+3% +$419K 0.07% 242
2024
Q2 		$14.4M Sell
473,732
-3,237
-0.7% -$109K 0.07% 242
2024
Q1 		$16.6M Buy
476,969
+23,943
+5% +$763K 0.08% 219
2023
Q4 		$14.5M Sell
453,026
-22,509
-5% -$735K 0.08% 226
2023
Q3 		$18.1M Sell
475,535
-13,284
-3% -$523K 0.11% 170
2023
Q2 		$19.7M Sell
488,819
-29,788
-6% -$1.19M 0.12% 161
2023
Q1 		$20.7M Buy
518,607
+10,674
+2% +$461K 0.14% 143
2022
Q4 		$23.1M Buy
507,933
+30,805
+6% +$1.43M 0.17% 125
2022
Q3 		$21.7M Buy
477,128
+13,496
+3% +$652K 0.17% 118
2022
Q2 		$22M Buy
463,632
+22,494
+5% +$1.12M 0.17% 114
2022
Q1 		$22.7M Buy
441,138
+993
+0.2% +$48.6K 0.16% 129
2021
Q4 		$21.5M Buy
+440,145
New +$19.3M 0.15% 138
2021
Q2 		$19.7M Hold
412,683
– – 0.16% 135
2021
Q1 		$19.7M Hold
412,683
– – 0.16% 135
2020
Q4 		$19.7M Hold
412,683
– – 0.16% 135
2020
Q3 		$19.7M Hold
412,683
– – 0.16% 135
2020
Q2 		$19.7M Hold
412,683
– – 0.16% 135
2020
Q1 		$19.7M Hold
412,683
– – 0.16% 135
2019
Q4 		$19.7M Hold
412,683
– – 0.16% 135
2019
Q3 		$19.7M Hold
412,683
– – 0.16% 135
2019
Q2 		$19.7M Hold
412,683
– – 0.16% 135
2019
Q1 		$19.7M Buy
412,683
+350,846
+567% +$15M 0.16% 135
2018
Q4 		$2.64M Buy
61,837
+45,892
+288% +$1.98M 0.07% 242
2018
Q3 		$628K Buy
15,945
+15,713
+6,773% +$602K 0.02% 361
2018
Q2 		$9K Buy
+232
New +$8.33K ﹤0.01% 1033

Other funds holding HRL

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return

Carson Wealth (CWM LLC)'s HRL Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Hormel Foods (HRL) stake by 5.9% in Q1 2026, buying an estimated $909K and bringing the position to 680,002 shares worth $15.4M. The position accounts for 0.04% of the portfolio, ranked #409.

Carson Wealth (CWM LLC) first reported a position in HRL in Q2 2018 and has held it in 31 quarters since. The position peaked at $23.1M in Q4 2022. 634 funds tracked by Wall St. Rank hold HRL as of Q1 2026.

  • Carson Wealth (CWM LLC) held 680,002 shares of Hormel Foods worth $15.4M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 38,035 Hormel Foods shares in Q1 2026, an estimated $909K.
  • Hormel Foods made up 0.04% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #409 holding.
  • Carson Wealth (CWM LLC) first reported a position in Hormel Foods in Q2 2018 and has held it in 31 quarters since.
  • Carson Wealth (CWM LLC)'s Hormel Foods position peaked at $23.1M in Q4 2022.
  • 634 funds tracked by Wall St. Rank held Hormel Foods as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.