FFM
HRL icon

Forum Financial Management’s Hormel Foods HRL Stock Holding History

Forum Financial Management’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
2025
Q4 		– Sell
-16,149
Closed -$400K – 1033
2025
Q3 		$400K Sell
16,149
-168
-1% -$4.65K 0.01% 572
2025
Q2 		$494K Buy
16,317
+652
+4% +$19.7K 0.01% 418
2025
Q1 		$485K Buy
15,665
+2,405
+18% +$71.4K 0.01% 385
2024
Q4 		$416K Buy
13,260
+5,353
+68% +$168K 0.01% 460
2024
Q3 		$251K Buy
7,907
+14
+0.2% +$445 ﹤0.01% 609
2024
Q2 		$241K Buy
+7,893
New +$265K ﹤0.01% 578
2023
Q1 		– Sell
-5,259
Closed -$240K – 635
2022
Q4 		$240K Buy
5,259
+300
+6% +$14K 0.01% 478
2022
Q3 		$225K Hold
4,959
– – 0.01% 458
2022
Q2 		$235K Buy
4,959
+774
+18% +$38.6K 0.01% 454
2022
Q1 		$215K Hold
4,185
– – 0.01% 536
2021
Q4 		$204K Buy
+4,185
New +$183K 0.01% 615

Other funds holding HRL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Forum Financial Management's HRL Position: Q4 2025 in Review

Forum Financial Management sold out of Hormel Foods (HRL) in Q4 2025, closing a stake of 16,149 shares — an estimated $400K sold.

Forum Financial Management first reported a position in HRL in Q4 2021 and held it in 11 quarters. The position peaked at $494K in Q2 2025. 642 funds tracked by Wall St. Rank hold HRL as of Q4 2025.

  • Forum Financial Management reported no remaining Hormel Foods position as of Q4 2025 after selling out during the quarter.
  • Forum Financial Management sold 16,149 Hormel Foods shares in Q4 2025, an estimated $400K.
  • Forum Financial Management first reported a position in Hormel Foods in Q4 2021 and held it in 11 quarters.
  • Forum Financial Management's Hormel Foods position peaked at $494K in Q2 2025.
  • 642 funds tracked by Wall St. Rank held Hormel Foods as of Q4 2025.

Based on Forum Financial Management's 13F filing for Q4 2025, filed 27 Jan 2026.