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Bay Harbor Wealth Management’s General Mills GIS Stock Holding History

Bay Harbor 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 		$731 Sell
21
-24
-53% -$829 ﹤0.01% 976
2026
Q1 		$1.67K Sell
45
-2
-4% -$87 ﹤0.01% 607
2025
Q4 		$2.19K Buy
47
+26
+124% +$1.24K ﹤0.01% 459
2025
Q3 		$1.06K Buy
21
+3
+17% +$150 ﹤0.01% 517
2025
Q2 		$932 Buy
18
+5
+38% +$276 ﹤0.01% 469
2025
Q1 		$777 Buy
+13
New +$781 ﹤0.01% 336
2024
Q3 		– Sell
-37
Closed -$2.34K – 171
2024
Q2 		$2.34K Hold
37
– – ﹤0.01% 146
2024
Q1 		$2.59K Sell
37
-1
-3% -$65 ﹤0.01% 147
2023
Q4 		$2.48K Buy
38
+10
+36% +$646 ﹤0.01% 141
2023
Q3 		$1.79K Buy
28
+3
+12% +$212 ﹤0.01% 144
2023
Q2 		$1.92K Sell
25
-4
-14% -$342 ﹤0.01% 149
2023
Q1 		$2.48K Hold
29
– – ﹤0.01% 131
2022
Q4 		$2K Hold
29
– – ﹤0.01% 161
2022
Q3 		$2K Sell
29
-1
-3% -$76 ﹤0.01% 165
2022
Q2 		$2K Hold
30
– – ﹤0.01% 161
2022
Q1 		$2K Hold
30
– – ﹤0.01% 170
2021
Q4 		$2K Sell
30
-38
-56% -$2.41K ﹤0.01% 147
2021
Q3 		$4K Sell
68
-166
-71% -$9.81K ﹤0.01% 161
2021
Q2 		$14K Sell
234
-313
-57% -$19.4K 0.01% 164
2021
Q1 		$34K Sell
547
-515
-48% -$29.7K 0.02% 159
2020
Q4 		$62K Buy
1,062
+829
+356% +$50.1K 0.03% 140
2020
Q3 		$14K Sell
233
-3
-1% -$188 0.01% 219
2020
Q2 		$15K Sell
236
-20
-8% -$1.21K 0.01% 208
2020
Q1 		$14K Buy
256
+20
+8% +$1.06K 0.01% 198
2019
Q4 		$13K Hold
236
– – 0.01% 217
2019
Q3 		$13K Sell
236
-1,876
-89% -$101K 0.01% 226
2019
Q2 		$111K Sell
2,112
-1,485
-41% -$76.7K 0.07% 115
2019
Q1 		$186K Buy
3,597
+11
+0.3% +$498 0.13% 96
2018
Q4 		$140K Buy
+3,586
New +$151K 0.11% 101

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

Bay Harbor Wealth Management's GIS Position: Q2 2026 in Review

Bay Harbor Wealth Management reduced its General Mills (GIS) stake by 53% in Q2 2026, selling an estimated $829 and leaving 21 shares worth $731. The position accounts for ﹤0.01% of the portfolio, ranked #976.

Bay Harbor Wealth Management first reported a position in GIS in Q4 2018 and has held it in 29 quarters since. The position peaked at $186K in Q1 2019. 1,330 funds tracked by Wall St. Rank hold GIS as of Q2 2026.

  • Bay Harbor Wealth Management held 21 shares of General Mills worth $731 as of Q2 2026.
  • Bay Harbor Wealth Management sold 24 General Mills shares in Q2 2026, an estimated $829.
  • General Mills made up ﹤0.01% of Bay Harbor Wealth Management's portfolio in Q2 2026, its #976 holding.
  • Bay Harbor Wealth Management first reported a position in General Mills in Q4 2018 and has held it in 29 quarters since.
  • Bay Harbor Wealth Management's General Mills position peaked at $186K in Q1 2019.
  • 1,330 funds tracked by Wall St. Rank held General Mills as of Q2 2026.

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