WMG Financial Advisors’s Hormel Foods HRL Stock Holding History

WMG Financial Advisors’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	-123,844	Closed	-$3.06M	–	149
2025 Q3	$3.06M	Hold	123,844	–	–	1.02%	18
2025 Q2	$3.75M	Hold	123,844	–	–	1.39%	13
2025 Q1	$3.83M	Hold	123,844	–	–	1.63%	12
2024 Q4	$3.88M	Hold	123,844	–	–	1.67%	9
2024 Q3	$3.93M	Hold	123,844	–	–	1.77%	10
2024 Q2	$3.78M	Hold	123,844	–	–	2%	9
2024 Q1	$4.32M	Hold	123,844	–	–	2.47%	6
2023 Q4	$3.98M	Hold	123,844	–	–	2.59%	6
2023 Q3	$4.71M	Hold	123,844	–	–	4%	4
2023 Q2	$4.98M	Hold	123,844	–	–	3.67%	4
2023 Q1	$4.94M	Hold	123,844	–	–	4.09%	3
2022 Q4	$5.64M	Hold	123,844	–	–	4.8%	3
2022 Q3	$5.63M	Hold	123,844	–	–	5.07%	3
2022 Q2	$5.87M	Hold	123,844	–	–	5.08%	2
2022 Q1	$6.38M	Buy	+123,844	New	+$6.07M	4.69%	3

Other funds holding HRL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

WMG Financial Advisors's HRL Position: Q4 2025 in Review

WMG Financial Advisors sold out of Hormel Foods (HRL) in Q4 2025, closing a stake of 123,844 shares — an estimated $3.06M sold.

WMG Financial Advisors first reported a position in HRL in Q1 2022 and held it in 15 quarters. The position peaked at $6.38M in Q1 2022. 640 funds tracked by Wall St. Rank hold HRL as of Q4 2025.

WMG Financial Advisors reported no remaining Hormel Foods position as of Q4 2025 after selling out during the quarter.
WMG Financial Advisors sold 123,844 Hormel Foods shares in Q4 2025, an estimated $3.06M.
WMG Financial Advisors first reported a position in Hormel Foods in Q1 2022 and held it in 15 quarters.
WMG Financial Advisors's Hormel Foods position peaked at $6.38M in Q1 2022.
640 funds tracked by Wall St. Rank held Hormel Foods as of Q4 2025.

Based on WMG Financial Advisors's 13F filing for Q4 2025, filed 28 Jan 2026.