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Bard Financial Services’s General Mills GIS Stock Holding History

Bard Financial Services’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 		$5.45M Buy
108,025
+1,580
+1% +$79.2K 0.6% 46
2025
Q2 		$5.51M Sell
106,445
-2,130
-2% -$118K 0.66% 47
2025
Q1 		$6.49M Buy
108,575
+775
+0.7% +$46.6K 0.79% 38
2024
Q4 		$6.87M Sell
107,800
-675
-0.6% -$45.3K 0.82% 33
2024
Q3 		$8.01M Buy
108,475
+700
+0.6% +$48.5K 0.95% 29
2024
Q2 		$6.82M Buy
107,775
+975
+0.9% +$66.9K 0.71% 37
2024
Q1 		$7.47M Sell
106,800
-575
-0.5% -$37.4K 0.79% 34
2023
Q4 		$6.99M Buy
107,375
+2,015
+2% +$130K 0.78% 37
2023
Q3 		$6.74M Buy
105,360
+2,475
+2% +$175K 0.83% 36
2023
Q2 		$7.89M Sell
102,885
-1,640
-2% -$140K 0.6% 47
2023
Q1 		$8.93M Sell
104,525
-325
-0.3% -$26K 0.72% 33
2022
Q4 		$8.79M Sell
104,850
-375
-0.4% -$30.5K 0.75% 33
2022
Q3 		$8.06M Hold
105,225
– – 0.76% 33
2022
Q2 		$7.94M Sell
105,225
-727
-0.7% -$50.9K 0.73% 35
2022
Q1 		$7.17M Buy
105,952
+524
+0.5% +$35.1K 0.58% 51
2021
Q4 		$7.1M Buy
105,428
+2,027
+2% +$129K 0.57% 50
2021
Q3 		$6.19M Buy
103,401
+3,777
+4% +$223K 0.55% 51
2021
Q2 		$6.07M Buy
99,624
+1,051
+1% +$65K 0.54% 52
2021
Q1 		$6.04M Sell
98,573
-3,244
-3% -$187K 0.59% 48
2020
Q4 		$5.99M Buy
+101,817
New +$6.16M 0.6% 44

Other funds holding GIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Bard Financial Services's GIS Position: Q3 2025 in Review

Bard Financial Services increased its General Mills (GIS) stake by 1.5% in Q3 2025, buying an estimated $79.2K and bringing the position to 108,025 shares worth $5.45M. The position accounts for 0.6% of the portfolio, ranked #46.

Bard Financial Services first reported a position in GIS in Q4 2020 and has held it in 20 quarters since. The position peaked at $8.93M in Q1 2023. 1,426 funds tracked by Wall St. Rank hold GIS as of Q3 2025.

  • Bard Financial Services held 108,025 shares of General Mills worth $5.45M as of Q3 2025.
  • Bard Financial Services bought 1,580 General Mills shares in Q3 2025, an estimated $79.2K.
  • General Mills made up 0.6% of Bard Financial Services's portfolio in Q3 2025, its #46 holding.
  • Bard Financial Services first reported a position in General Mills in Q4 2020 and has held it in 20 quarters since.
  • Bard Financial Services's General Mills position peaked at $8.93M in Q1 2023.
  • 1,426 funds tracked by Wall St. Rank held General Mills as of Q3 2025.

Based on Bard Financial Services's 13F filing for Q3 2025, filed 17 Oct 2025.