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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

CBIZ Investment Advisory Services's GIS Position: Q1 2026 in Review

CBIZ Investment Advisory Services reduced its General Mills (GIS) stake by 61% in Q1 2026, selling an estimated $30.5K and leaving 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 6 quarters since. The position peaked at $53.3K in Q4 2025. 1,303 funds tracked by Wall St. Rank hold GIS as of Q1 2026.

  • CBIZ Investment Advisory Services held 444 shares of General Mills worth $16.5K as of Q1 2026.
  • CBIZ Investment Advisory Services sold 703 General Mills shares in Q1 2026, an estimated $30.5K.
  • General Mills made up ﹤0.01% of CBIZ Investment Advisory Services's portfolio in Q1 2026, its #132 holding.
  • CBIZ Investment Advisory Services first reported a position in General Mills in Q4 2024 and has held it in 6 quarters since.
  • CBIZ Investment Advisory Services's General Mills position peaked at $53.3K in Q4 2025.
  • 1,303 funds tracked by Wall St. Rank held General Mills as of Q1 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.