WJWM
HRL icon

Williams Jones Wealth Management’s Hormel Foods HRL Stock Holding History

Williams Jones 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 		$888K Hold
35,787
– – 0.01% 287
2026
Q1 		$811K Hold
35,787
– – 0.01% 293
2025
Q4 		$848K Sell
35,787
-1,000
-3% -$23.3K 0.01% 277
2025
Q3 		$910K Hold
36,787
– – 0.01% 260
2025
Q2 		$1.11M Hold
36,787
– – 0.01% 244
2025
Q1 		$1.14M Hold
36,787
– – 0.01% 230
2024
Q4 		$1.15M Hold
36,787
– – 0.01% 241
2024
Q3 		$1.17M Hold
36,787
– – 0.01% 247
2024
Q2 		$1.12M Sell
36,787
-2,600
-7% -$87.4K 0.01% 248
2024
Q1 		$1.37M Hold
39,387
– – 0.02% 232
2023
Q4 		$1.26M Sell
39,387
-42,761
-52% -$1.4M 0.02% 233
2023
Q3 		$3.12M Sell
82,148
-33,375
-29% -$1.32M 0.05% 153
2023
Q2 		$4.65M Sell
115,523
-6,230
-5% -$250K 0.07% 137
2023
Q1 		$4.86M Hold
121,753
– – 0.08% 136
2022
Q4 		$5.55M Sell
121,753
-216
-0.2% -$10.1K 0.09% 133
2022
Q3 		$5.54M Hold
121,969
– – 0.1% 131
2022
Q2 		$5.78M Buy
121,969
+38,888
+47% +$1.94M 0.09% 137
2022
Q1 		$4.28M Sell
83,081
-1,350
-2% -$66.1K 0.06% 148
2021
Q4 		$4.12M Sell
84,431
-360
-0.4% -$15.8K 0.05% 151
2021
Q3 		$3.48M Sell
84,791
-612
-0.7% -$27.6K 0.05% 158
2021
Q2 		$4.08M Sell
85,403
-936
-1% -$44.6K 0.06% 152
2021
Q1 		$4.13M Sell
86,339
-737
-0.8% -$34.8K 0.06% 149
2020
Q4 		$4.06M Sell
87,076
-105
-0.1% -$5.12K 0.07% 141
2020
Q3 		$4.26M Sell
87,181
-1,000
-1% -$50.2K 0.08% 126
2020
Q2 		$4.26M Hold
88,181
– – 0.09% 116
2020
Q1 		$4.11M Sell
88,181
-30
-0% -$1.36K 0.11% 102
2019
Q4 		$3.98M Buy
88,211
+75
+0.1% +$3.23K 0.08% 131
2019
Q3 		$3.85M Buy
+88,136
New +$3.7M 0.08% 131

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

Williams Jones Wealth Management's HRL Position: Q2 2026 in Review

Williams Jones Wealth Management held its Hormel Foods (HRL) position steady in Q2 2026 at 35,787 shares worth $888K. The position accounts for 0.01% of the portfolio, ranked #287.

Williams Jones Wealth Management first reported a position in HRL in Q3 2019 and has held it in 28 quarters since. The position peaked at $5.78M in Q2 2022. 625 funds tracked by Wall St. Rank hold HRL as of Q2 2026.

  • Williams Jones Wealth Management held 35,787 shares of Hormel Foods worth $888K as of Q2 2026.
  • Williams Jones Wealth Management left its Hormel Foods share count unchanged in Q2 2026.
  • Hormel Foods made up 0.01% of Williams Jones Wealth Management's portfolio in Q2 2026, its #287 holding.
  • Williams Jones Wealth Management first reported a position in Hormel Foods in Q3 2019 and has held it in 28 quarters since.
  • Williams Jones Wealth Management's Hormel Foods position peaked at $5.78M in Q2 2022.
  • 625 funds tracked by Wall St. Rank held Hormel Foods as of Q2 2026.

Based on Williams Jones Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.