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Appleton Partners’s General Mills GIS Stock Holding History

Appleton Partners’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 		– Sell
-5,006
Closed -$233K – 265
2025
Q4 		$233K Sell
5,006
-175
-3% -$8.32K 0.02% 246
2025
Q3 		$261K Sell
5,181
-1,065
-17% -$53.4K 0.02% 235
2025
Q2 		$324K Sell
6,246
-2,620
-30% -$145K 0.02% 218
2025
Q1 		$530K Sell
8,866
-1,715
-16% -$103K 0.04% 171
2024
Q4 		$675K Sell
10,581
-230
-2% -$15.4K 0.05% 151
2024
Q3 		$798K Hold
10,811
– – 0.06% 143
2024
Q2 		$684K Sell
10,811
-70
-0.6% -$4.81K 0.05% 148
2024
Q1 		$761K Sell
10,881
-1,357
-11% -$88.4K 0.06% 153
2023
Q4 		$797K Sell
12,238
-2,116
-15% -$137K 0.06% 151
2023
Q3 		$919K Sell
14,354
-30
-0.2% -$2.12K 0.08% 138
2023
Q2 		$1.1M Sell
14,384
-1,233
-8% -$105K 0.09% 135
2023
Q1 		$1.33M Buy
15,617
+2,136
+16% +$171K 0.12% 138
2022
Q4 		$1.13M Buy
13,481
+805
+6% +$65.6K 0.11% 144
2022
Q3 		$971K Buy
12,676
+5,779
+84% +$441K 0.1% 149
2022
Q2 		$520K Buy
6,897
+588
+9% +$41.2K 0.05% 200
2022
Q1 		$427K Buy
6,309
+20
+0.3% +$1.34K 0.03% 231
2021
Q4 		$424K Buy
6,289
+232
+4% +$14.7K 0.03% 228
2021
Q3 		$362K Buy
6,057
+228
+4% +$13.5K 0.03% 230
2021
Q2 		$355K Sell
5,829
-223
-4% -$13.8K 0.03% 230
2021
Q1 		$371K Buy
6,052
+257
+4% +$14.8K 0.03% 219
2020
Q4 		$341K Hold
5,795
– – 0.03% 223
2020
Q3 		$357K Sell
5,795
-285
-5% -$17.8K 0.04% 205
2020
Q2 		$375K Hold
6,080
– – 0.04% 195
2020
Q1 		$321K Sell
6,080
-38
-0.6% -$2.01K 0.04% 206
2019
Q4 		$328K Sell
6,118
-27
-0.4% -$1.42K 0.04% 230
2019
Q3 		$339K Sell
6,145
-150
-2% -$8.08K 0.04% 222
2019
Q2 		$331K Buy
6,295
+80
+1% +$4.13K 0.04% 220
2019
Q1 		$322K Buy
+6,215
New +$281K 0.04% 214
2016
Q3 		– Sell
-4,144
Closed -$296K – 217
2016
Q2 		$296K Sell
4,144
-75
-2% -$4.78K 0.06% 171
2016
Q1 		$267K Buy
4,219
+23
+0.5% +$1.34K 0.05% 182
2015
Q4 		$242K Buy
4,196
+561
+15% +$32.3K 0.05% 195
2015
Q3 		$204K Buy
+3,635
New +$208K 0.05% 192
2014
Q1 		– Sell
-4,821
Closed -$241K – 173
2013
Q4 		$241K Sell
4,821
-350
-7% -$17.4K 0.06% 153
2013
Q3 		$248K Buy
+5,171
New +$260K 0.07% 140

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

Appleton Partners's GIS Position: Q1 2026 in Review

Appleton Partners sold out of General Mills (GIS) in Q1 2026, closing a stake of 5,006 shares — an estimated $233K sold.

Appleton Partners first reported a position in GIS in Q3 2013 and held it in 34 quarters. The position peaked at $1.33M in Q1 2023. 1,303 funds tracked by Wall St. Rank hold GIS as of Q1 2026.

  • Appleton Partners reported no remaining General Mills position as of Q1 2026 after selling out during the quarter.
  • Appleton Partners sold 5,006 General Mills shares in Q1 2026, an estimated $233K.
  • Appleton Partners first reported a position in General Mills in Q3 2013 and held it in 34 quarters.
  • Appleton Partners's General Mills position peaked at $1.33M in Q1 2023.
  • 1,303 funds tracked by Wall St. Rank held General Mills as of Q1 2026.

Based on Appleton Partners's 13F filing for Q1 2026, filed 28 Apr 2026.