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Axxcess Wealth Management’s General Mills GIS Stock Holding History

Axxcess Wealth Management’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 		$499K Buy
+14,330
New +$495K 0.01% 722
2026
Q1 		– Sell
-14,419
Closed -$670K – 633
2025
Q4 		$670K Sell
14,419
-58
-0.4% -$2.76K 0.01% 610
2025
Q3 		$730K Sell
14,477
-3,894
-21% -$195K 0.02% 527
2025
Q2 		$952K Buy
18,371
+7,109
+63% +$392K 0.02% 437
2025
Q1 		$673K Sell
11,262
-7,313
-39% -$439K 0.02% 485
2024
Q4 		$1.18M Sell
18,575
-3,088
-14% -$207K 0.03% 375
2024
Q3 		$1.6M Sell
21,663
-15,822
-42% -$1.1M 0.04% 310
2024
Q2 		$2.37M Buy
37,485
+6,880
+22% +$472K 0.06% 224
2024
Q1 		$2.14M Sell
30,605
-4,118
-12% -$268K 0.06% 242
2023
Q4 		$2.26M Sell
34,723
-4,259
-11% -$275K 0.07% 230
2023
Q3 		$2.49M Buy
38,982
+11,982
+44% +$847K 0.09% 177
2023
Q2 		$2.07M Buy
27,000
+2,153
+9% +$184K 0.15% 128
2023
Q1 		$2.12M Buy
24,847
+8,050
+48% +$643K 0.16% 133
2022
Q4 		$1.41M Sell
16,797
-2,319
-12% -$189K 0.12% 172
2022
Q3 		$1.46M Sell
19,116
-819
-4% -$62.4K 0.14% 147
2022
Q2 		$1.5M Sell
19,935
-512
-3% -$35.9K 0.14% 143
2022
Q1 		$1.39M Buy
20,447
+1,428
+8% +$95.8K 0.11% 161
2021
Q4 		$1.28M Buy
+19,019
New +$1.21M 0.09% 172

Other funds holding GIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Axxcess Wealth Management's GIS Position: Q2 2026 in Review

Axxcess Wealth Management opened a new position in General Mills (GIS) in Q2 2026: 14,330 shares worth $499K. The stake represents 0.01% of the portfolio and ranks #722 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in GIS as recently as Q4 2025.

Axxcess Wealth Management first reported a position in GIS in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.49M in Q3 2023. 1,337 funds tracked by Wall St. Rank hold GIS as of Q2 2026.

  • Axxcess Wealth Management held 14,330 shares of General Mills worth $499K as of Q2 2026.
  • General Mills was a new Axxcess Wealth Management position in Q2 2026.
  • General Mills made up 0.01% of Axxcess Wealth Management's portfolio in Q2 2026, its #722 holding.
  • Axxcess Wealth Management first reported a position in General Mills in Q4 2021 and has held it in 18 quarters since.
  • Axxcess Wealth Management's General Mills position peaked at $2.49M in Q3 2023.
  • 1,337 funds tracked by Wall St. Rank held General Mills as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.