AFT
GIS icon

Alpha Family Trust’s General Mills GIS Stock Holding History

Alpha Family Trust’s Portfolio GIS Stock Details GIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$330K Buy
8,865
+2,370
+36% +$103K 0.16% 120
2025
Q4 		$302K Buy
+6,495
New +$309K 0.14% 135

Other funds holding GIS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Alpha Family Trust's GIS Position: Q1 2026 in Review

Alpha Family Trust increased its General Mills (GIS) stake by 36% in Q1 2026, buying an estimated $103K and bringing the position to 8,865 shares worth $330K. The position accounts for 0.16% of the portfolio, ranked #120.

Alpha Family Trust first reported a position in GIS in Q4 2025 and has held it in 2 quarters since. 1,305 funds tracked by Wall St. Rank hold GIS as of Q1 2026.

  • Alpha Family Trust held 8,865 shares of General Mills worth $330K as of Q1 2026.
  • Alpha Family Trust bought 2,370 General Mills shares in Q1 2026, an estimated $103K.
  • General Mills made up 0.16% of Alpha Family Trust's portfolio in Q1 2026, its #120 holding.
  • Alpha Family Trust first reported a position in General Mills in Q4 2025 and has held it in 2 quarters since.
  • 1,305 funds tracked by Wall St. Rank held General Mills as of Q1 2026.

Based on Alpha Family Trust's 13F filing for Q1 2026, filed 13 May 2026.