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CBIZ Investment Advisory Services’s General Mills GIS Stock Holding History

CBIZ Investment Advisory 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
2026
Q2 		$16.5K Hold
444
– – ﹤0.01% 132
2026
Q1 		$16.5K Sell
444
-703
-61% -$30.5K ﹤0.01% 132
2025
Q4 		$53.3K Buy
1,147
+446
+64% +$21.2K ﹤0.01% 133
2025
Q3 		$35.3K Buy
701
+172
+33% +$8.62K ﹤0.01% 171
2025
Q2 		$27.4K Buy
529
+55
+12% +$3.04K ﹤0.01% 213
2025
Q1 		$28.3K Hold
474
– – ﹤0.01% 178
2024
Q4 		$30.2K Buy
+474
New +$31.8K ﹤0.01% 151

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 $3.38T AUM 44.17% 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

CBIZ Investment Advisory Services's GIS Position: Q2 2026 in Review

CBIZ Investment Advisory Services held its General Mills (GIS) position steady in Q2 2026 at 444 shares worth $16.5K. The position accounts for ﹤0.01% of the portfolio, ranked #132.

CBIZ Investment Advisory Services first reported a position in GIS in Q4 2024 and has held it in 7 quarters since. The position peaked at $53.3K in Q4 2025. 1,343 funds tracked by Wall St. Rank hold GIS as of Q2 2026.

  • CBIZ Investment Advisory Services held 444 shares of General Mills worth $16.5K as of Q2 2026.
  • CBIZ Investment Advisory Services left its General Mills share count unchanged in Q2 2026.
  • General Mills made up ﹤0.01% of CBIZ Investment Advisory Services's portfolio in Q2 2026, its #132 holding.
  • CBIZ Investment Advisory Services first reported a position in General Mills in Q4 2024 and has held it in 7 quarters since.
  • CBIZ Investment Advisory Services's General Mills position peaked at $53.3K in Q4 2025.
  • 1,343 funds tracked by Wall St. Rank held General Mills as of Q2 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q2 2026, filed 13 Aug 2026.