Mark Sheptoff Financial Planning’s Hormel Foods HRL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $113K | Sell |
5,400
-7,035
| -57% | -$168K | 0.06% | 129 |
|
|
2025
Q4 | $295K | Sell |
12,435
-6,900
| -36% | -$161K | 0.14% | 86 |
|
|
2025
Q3 | $478K | Sell |
19,335
-2,000
| -9% | -$55.4K | 0.23% | 59 |
|
|
2025
Q2 | $645K | Hold |
21,335
| – | – | 0.34% | 48 |
|
|
2025
Q1 | $660K | Sell |
21,335
-1,350
| -6% | -$40.1K | 0.36% | 48 |
|
|
2024
Q4 | $712K | Sell |
22,685
-8,000
| -26% | -$251K | 0.38% | 47 |
|
|
2024
Q3 | $973K | Hold |
30,685
| – | – | 0.52% | 37 |
|
|
2024
Q2 | $936K | Sell |
30,685
-750
| -2% | -$25.2K | 0.52% | 38 |
|
|
2024
Q1 | $1.1M | Sell |
31,435
-3,600
| -10% | -$115K | 0.61% | 33 |
|
|
2023
Q4 | $1.12M | Sell |
35,035
-71,002
| -67% | -$2.32M | 0.68% | 26 |
|
|
2023
Q3 | $4.03M | Sell |
106,037
-2,000
| -2% | -$78.8K | 2.59% | 9 |
|
|
2023
Q2 | $4.35M | Sell |
108,037
-1,708
| -2% | -$68.5K | 2.48% | 9 |
|
|
2023
Q1 | $4.38M | Sell |
109,745
-7,148
| -6% | -$309K | 2.54% | 10 |
|
|
2022
Q4 | $5.32M | Sell |
116,893
-198
| -0.2% | -$9.22K | 3.12% | 8 |
|
|
2022
Q3 | $5.32M | Buy |
117,091
+1,001
| +0.9% | +$48.4K | 3.24% | 8 |
|
|
2022
Q2 | $5.5M | Sell |
116,090
-1,201
| -1% | -$59.9K | 3.16% | 9 |
|
|
2022
Q1 | $6.04M | Buy |
117,291
+4,801
| +4% | +$235K | 3.04% | 9 |
|
|
2021
Q4 | $5.49M | Buy |
112,490
+1,290
| +1% | +$56.6K | 2.62% | 10 |
|
|
2021
Q3 | $4.56M | Sell |
111,200
-10,677
| -9% | -$482K | 2.51% | 10 |
|
|
2021
Q2 | $5.82M | Sell |
121,877
-675
| -0.6% | -$32.1K | 3.12% | 9 |
|
|
2021
Q1 | $5.86M | Sell |
122,552
-3,650
| -3% | -$173K | 3.36% | 9 |
|
|
2020
Q4 | $5.88M | Sell |
126,202
-6,100
| -5% | -$298K | 3.35% | 9 |
|
|
2020
Q3 | $6.47M | Sell |
132,302
-5,225
| -4% | -$262K | 3.98% | 7 |
|
|
2020
Q2 | $6.64M | Sell |
137,527
-1,525
| -1% | -$72.9K | 4.31% | 6 |
|
|
2020
Q1 | $6.49M | Sell |
139,052
-3,291
| -2% | -$150K | 4.9% | 5 |
|
|
2019
Q4 | $6.42M | Sell |
142,343
-1,096
| -0.8% | -$47.2K | 4.04% | 5 |
|
|
2019
Q3 | $6.27M | Buy |
143,439
+305
| +0.2% | +$12.8K | 4.23% | 6 |
|
|
2019
Q2 | $5.8M | Buy |
143,134
+8
| +0% | +$324 | 3.96% | 6 |
|
|
2019
Q1 | $6.41M | Buy |
143,126
+318
| +0.2% | +$13.6K | 4.62% | 5 |
|
|
2018
Q4 | $6.09M | Buy |
142,808
+4,787
| +3% | +$206K | 5.06% | 5 |
|
|
2018
Q3 | $5.44M | Buy |
138,021
+3,256
| +2% | +$125K | 3.73% | 5 |
|
|
2018
Q2 | $5.01M | Sell |
134,765
-45
| -0% | -$1.61K | 3.71% | 5 |
|
|
2018
Q1 | $4.63M | Sell |
134,810
-6,032
| -4% | -$204K | 3.21% | 6 |
|
|
2017
Q4 | $5.13M | Sell |
140,842
-1,889
| -1% | -$63.5K | 3.33% | 6 |
|
|
2017
Q3 | $4.59M | Sell |
142,731
-9,451
| -6% | -$309K | 3.08% | 6 |
|
|
2017
Q2 | $5.19M | Sell |
152,182
-289
| -0.2% | -$9.96K | 3.57% | 5 |
|
|
2017
Q1 | $5.28M | Buy |
152,471
+658
| +0.4% | +$23.5K | 3.77% | 5 |
|
|
2016
Q4 | $5.29M | Sell |
151,813
-244
| -0.2% | -$8.81K | 3.92% | 5 |
|
|
2016
Q3 | $5.77M | Sell |
152,057
-148
| -0.1% | -$5.5K | 4.29% | 4 |
|
|
2016
Q2 | $5.57M | Buy |
152,205
+787
| +0.5% | +$29.4K | 4.16% | 4 |
|
|
2016
Q1 | $6.55M | Sell |
151,418
-2,290
| -1% | -$95.4K | 5.32% | 2 |
|
|
2015
Q4 | $6.08M | Buy |
153,708
+5,008
| +3% | +$178K | 4.93% | 3 |
|
|
2015
Q3 | $4.71M | Buy |
148,700
+4,310
| +3% | +$129K | 4.13% | 4 |
|
|
2015
Q2 | $4.07M | Buy |
144,390
+210
| +0.1% | +$5.95K | 3.29% | 6 |
|
|
2015
Q1 | $4.1M | Buy |
144,180
+5,510
| +4% | +$151K | 3.42% | 4 |
|
|
2014
Q4 | $3.61M | Buy |
138,670
+9,156
| +7% | +$241K | 3.19% | 5 |
|
|
2014
Q3 | $3.33M | Buy |
129,514
+7,110
| +6% | +$174K | 2.94% | 5 |
|
|
2014
Q2 | $3.02M | Buy |
122,404
+308
| +0.3% | +$7.45K | 2.58% | 5 |
|
|
2014
Q1 | $3.01M | Buy |
+122,096
| New | +$2.81M | 2.66% | 5 |
|
Other funds holding HRL
VCM
VPM
Mark Sheptoff Financial Planning's HRL Position: Q1 2026 in Review
Mark Sheptoff Financial Planning reduced its Hormel Foods (HRL) stake by 57% in Q1 2026, selling an estimated $168K and leaving 5,400 shares worth $113K. The position accounts for 0.06% of the portfolio, ranked #129.
Mark Sheptoff Financial Planning first reported a position in HRL in Q1 2014 and has held it in 49 quarters since. The position peaked at $6.64M in Q2 2020. 634 funds tracked by Wall St. Rank hold HRL as of Q1 2026.
- Mark Sheptoff Financial Planning held 5,400 shares of Hormel Foods worth $113K as of Q1 2026.
- Mark Sheptoff Financial Planning sold 7,035 Hormel Foods shares in Q1 2026, an estimated $168K.
- Hormel Foods made up 0.06% of Mark Sheptoff Financial Planning's portfolio in Q1 2026, its #129 holding.
- Mark Sheptoff Financial Planning first reported a position in Hormel Foods in Q1 2014 and has held it in 49 quarters since.
- Mark Sheptoff Financial Planning's Hormel Foods position peaked at $6.64M in Q2 2020.
- 634 funds tracked by Wall St. Rank held Hormel Foods as of Q1 2026.
Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.