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Aptus Capital Advisors’s General Mills GIS Stock Holding History

Aptus Capital Advisors’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
2019
Q3 		– Sell
-2,032
Closed -$496K – 482
2019
Q2 		$496K Buy
+2,032
New +$105K 0.07% 234

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

Aptus Capital Advisors's GIS Position: Q1 2026 in Review

Aptus Capital Advisors reduced its General Mills (GIS) stake by 5.8% in Q1 2026, selling an estimated $62.9K and leaving 23,728 shares worth $883K. The position accounts for 0.01% of the portfolio, ranked #603.

Aptus Capital Advisors first reported a position in GIS in Q4 2018 and has held it in 30 quarters since. The position peaked at $2.6M in Q4 2019. 1,305 funds tracked by Wall St. Rank hold GIS as of Q1 2026.

  • Aptus Capital Advisors held 23,728 shares of General Mills worth $883K as of Q1 2026.
  • Aptus Capital Advisors sold 1,449 General Mills shares in Q1 2026, an estimated $62.9K.
  • General Mills made up 0.01% of Aptus Capital Advisors's portfolio in Q1 2026, its #603 holding.
  • Aptus Capital Advisors first reported a position in General Mills in Q4 2018 and has held it in 30 quarters since.
  • Aptus Capital Advisors's General Mills position peaked at $2.6M in Q4 2019.
  • 1,305 funds tracked by Wall St. Rank held General Mills as of Q1 2026.

Based on Aptus Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.