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Jeppson Wealth Management’s Hormel Foods HRL Stock Holding History

Jeppson Wealth 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
2026
Q2 		$205K Sell
8,254
-3,664
-31% -$81.5K 0.06% 230
2026
Q1 		$270K Sell
11,918
-17
-0.1% -$406 0.08% 187
2025
Q4 		$283K Buy
+11,935
New +$279K 0.09% 174

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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

Jeppson Wealth Management's HRL Position: Q2 2026 in Review

Jeppson Wealth Management reduced its Hormel Foods (HRL) stake by 31% in Q2 2026, selling an estimated $81.5K and leaving 8,254 shares worth $205K. The position accounts for 0.06% of the portfolio, ranked #230.

Jeppson Wealth Management first reported a position in HRL in Q4 2025 and has held it in 3 quarters since. The position peaked at $283K in Q4 2025. 621 funds tracked by Wall St. Rank hold HRL as of Q2 2026.

  • Jeppson Wealth Management held 8,254 shares of Hormel Foods worth $205K as of Q2 2026.
  • Jeppson Wealth Management sold 3,664 Hormel Foods shares in Q2 2026, an estimated $81.5K.
  • Hormel Foods made up 0.06% of Jeppson Wealth Management's portfolio in Q2 2026, its #230 holding.
  • Jeppson Wealth Management first reported a position in Hormel Foods in Q4 2025 and has held it in 3 quarters since.
  • Jeppson Wealth Management's Hormel Foods position peaked at $283K in Q4 2025.
  • 621 funds tracked by Wall St. Rank held Hormel Foods as of Q2 2026.

Based on Jeppson Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.