MSWM
HRL icon

Mowery & Schoenfeld Wealth Management’s Hormel Foods HRL Stock Holding History

Mowery & Schoenfeld 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
2025
Q1 		– Sell
-26
Closed -$816 – 506
2024
Q4 		$816 Buy
+26
New +$815 ﹤0.01% 454

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MPI
Mairs & Power Inc St Paul, Minnesota $10.9B AUM 27.5% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Mowery & Schoenfeld Wealth Management's HRL Position: Q1 2025 in Review

Mowery & Schoenfeld Wealth Management sold out of Hormel Foods (HRL) in Q1 2025, closing a stake of 26 shares — an estimated $816 sold.

Mowery & Schoenfeld Wealth Management first reported a position in HRL in Q4 2024 and held it in 1 quarter. The position peaked at $816 in Q4 2024. 634 funds tracked by Wall St. Rank hold HRL as of Q1 2025.

  • Mowery & Schoenfeld Wealth Management reported no remaining Hormel Foods position as of Q1 2025 after selling out during the quarter.
  • Mowery & Schoenfeld Wealth Management sold 26 Hormel Foods shares in Q1 2025, an estimated $816.
  • Mowery & Schoenfeld Wealth Management first reported a position in Hormel Foods in Q4 2024 and held it in 1 quarter.
  • Mowery & Schoenfeld Wealth Management's Hormel Foods position peaked at $816 in Q4 2024.
  • 634 funds tracked by Wall St. Rank held Hormel Foods as of Q1 2025.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q1 2025, filed 5 May 2025.