Atwood & Palmer’s General Mills GIS Stock Holding History

Atwood & Palmer’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 Q2	–	Sell	-41	Closed	-$1.53K	–	513
2026 Q1	$1.53K	Buy	+41	New	+$1.78K	﹤0.01%	451
2025 Q4	–	Sell	-50	Closed	-$2.52K	–	491
2025 Q3	$2.52K	Hold	50	–	–	﹤0.01%	439
2025 Q2	$2.59K	Hold	50	–	–	﹤0.01%	460
2025 Q1	$2.99K	Sell	50 -225	-82%	-$13.5K	﹤0.01%	381
2024 Q4	$17.5K	Sell	275 -50	-15%	-$3.35K	﹤0.01%	300
2024 Q3	$24K	Sell	325 -100	-24%	-$6.93K	﹤0.01%	274
2024 Q2	$26.9K	Sell	425 -225	-35%	-$15.4K	﹤0.01%	268
2024 Q1	$45.5K	Hold	650	–	–	﹤0.01%	216
2023 Q4	$42.3K	Sell	650 -200	-24%	-$12.9K	﹤0.01%	227
2023 Q3	$54.4K	Sell	850 -1,436	-63%	-$101K	﹤0.01%	209
2023 Q2	$175K	Buy	2,286 +650	+40%	+$55.6K	0.02%	158
2023 Q1	$140K	Hold	1,636	–	–	0.01%	158
2022 Q4	$137K	Hold	1,636	–	–	0.01%	160
2022 Q3	$125K	Hold	1,636	–	–	0.01%	159
2022 Q2	$123K	Sell	1,636 -40	-2%	-$2.8K	0.01%	159
2022 Q1	$113K	Hold	1,676	–	–	0.01%	172
2021 Q4	$113K	Hold	1,676	–	–	0.01%	179
2021 Q3	$100K	Hold	1,676	–	–	0.01%	188
2021 Q2	$102K	Hold	1,676	–	–	0.01%	184
2021 Q1	$103K	Buy	1,676 +40	+2%	+$2.31K	0.01%	177
2020 Q4	$96K	Hold	1,636	–	–	0.01%	172
2020 Q3	$101K	Hold	1,636	–	–	0.01%	159
2020 Q2	$101K	Hold	1,636	–	–	0.01%	159
2020 Q1	$86K	Hold	1,636	–	–	0.01%	156
2019 Q4	$88K	Hold	1,636	–	–	0.01%	164
2019 Q3	$90K	Hold	1,636	–	–	0.01%	166
2019 Q2	$86K	Sell	1,636 -200	-11%	-$10.3K	0.01%	160
2019 Q1	$95K	Hold	1,836	–	–	0.01%	152
2018 Q4	$71K	Hold	1,836	–	–	0.01%	165
2018 Q3	$79K	Hold	1,836	–	–	0.01%	165
2018 Q2	$81K	Sell	1,836 -650	-26%	-$28.4K	0.01%	163
2018 Q1	$112K	Sell	2,486 -650	-21%	-$35.3K	0.02%	149
2017 Q4	$186K	Hold	3,136	–	–	0.03%	134
2017 Q3	$162K	Hold	3,136	–	–	0.02%	136
2017 Q2	$174K	Hold	3,136	–	–	0.03%	132
2017 Q1	$185K	Sell	3,136 -506	-14%	-$30.9K	0.03%	121
2016 Q4	$225K	Hold	3,642	–	–	0.04%	107
2016 Q3	$233K	Hold	3,642	–	–	0.04%	103
2016 Q2	$260K	Hold	3,642	–	–	0.05%	100
2016 Q1	$231K	Sell	3,642 -500	-12%	-$29.1K	0.04%	104
2015 Q4	$239K	Hold	4,142	–	–	0.05%	113
2015 Q3	$232K	Hold	4,142	–	–	0.05%	114
2015 Q2	$231K	Buy	4,142 +200	+5%	+$11.2K	0.04%	121
2015 Q1	$223K	Buy	3,942 +1,636	+71%	+$87.2K	0.04%	118
2014 Q4	$123K	Hold	2,306	–	–	0.02%	156
2014 Q3	$116K	Sell	2,306 -1,126	-33%	-$59.1K	0.02%	158
2014 Q2	$180K	Buy	+3,432	New	+$183K	0.05%	119

Other funds holding GIS

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Advocate Group Minnetonka, Minnesota $665M AUM 22.13% 1-Year Est. Return

CTA

Clear Trail Advisors Houston, Texas $655M AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

DJSG

D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return

Atwood & Palmer's GIS Position: Q2 2026 in Review

Atwood & Palmer sold out of General Mills (GIS) in Q2 2026, closing a stake of 41 shares — an estimated $1.53K sold.

Atwood & Palmer first reported a position in GIS in Q2 2014 and held it in 47 quarters. The position peaked at $260K in Q2 2016. 354 funds tracked by Wall St. Rank hold GIS as of Q2 2026.

Atwood & Palmer reported no remaining General Mills position as of Q2 2026 after selling out during the quarter.
Atwood & Palmer sold 41 General Mills shares in Q2 2026, an estimated $1.53K.
Atwood & Palmer first reported a position in General Mills in Q2 2014 and held it in 47 quarters.
Atwood & Palmer's General Mills position peaked at $260K in Q2 2016.
354 funds tracked by Wall St. Rank held General Mills as of Q2 2026.

Based on Atwood & Palmer's 13F filing for Q2 2026, filed 8 Jul 2026.