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Apexium Financial’s General Mills GIS Stock Holding History

Apexium Financial’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
2025
Q3 		$732K Hold
14,516
– – 0.04% 156
2025
Q2 		$752K Buy
14,516
+3
+0% +$166 0.04% 151
2025
Q1 		$868K Buy
+14,513
New +$872K 0.05% 130
2024
Q1 		– Sell
-14,260
Closed -$929K – 246
2023
Q4 		$929K Buy
+14,260
New +$921K 0.07% 121
2023
Q2 		– Sell
-2,455
Closed -$210K – 223
2023
Q1 		$210K Hold
2,455
– – 0.02% 195
2022
Q4 		$206K Buy
+2,455
New +$200K 0.02% 196

Other funds holding GIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Apexium Financial's GIS Position: Q3 2025 in Review

Apexium Financial held its General Mills (GIS) position steady in Q3 2025 at 14,516 shares worth $732K. The position accounts for 0.04% of the portfolio, ranked #156.

Apexium Financial first reported a position in GIS in Q4 2022 and has held it in 6 quarters since. The position peaked at $929K in Q4 2023. 1,425 funds tracked by Wall St. Rank hold GIS as of Q3 2025.

  • Apexium Financial held 14,516 shares of General Mills worth $732K as of Q3 2025.
  • Apexium Financial left its General Mills share count unchanged in Q3 2025.
  • General Mills made up 0.04% of Apexium Financial's portfolio in Q3 2025, its #156 holding.
  • Apexium Financial first reported a position in General Mills in Q4 2022 and has held it in 6 quarters since.
  • Apexium Financial's General Mills position peaked at $929K in Q4 2023.
  • 1,425 funds tracked by Wall St. Rank held General Mills as of Q3 2025.

Based on Apexium Financial's 13F filing for Q3 2025, filed 18 Nov 2025.