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Evelyn Partners Investment Management Services’s General Mills GIS Stock Holding History

Evelyn Partners Investment Management 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 		$5.66K Hold
152
– – ﹤0.01% 262
2025
Q4 		$7.07K Sell
152
-1,400
-90% -$66.5K ﹤0.01% 241
2025
Q3 		$78.3K Hold
1,552
– – 0.01% 158
2025
Q2 		$80.4K Hold
1,552
– – 0.01% 149
2025
Q1 		$92.8K Hold
1,552
– – 0.02% 138
2024
Q4 		$99K Buy
+1,552
New +$104K 0.02% 131

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

Evelyn Partners Investment Management Services's GIS Position: Q1 2026 in Review

Evelyn Partners Investment Management Services held its General Mills (GIS) position steady in Q1 2026 at 152 shares worth $5.66K. The position accounts for ﹤0.01% of the portfolio, ranked #262.

Evelyn Partners Investment Management Services first reported a position in GIS in Q4 2024 and has held it in 6 quarters since. The position peaked at $99K in Q4 2024. 1,305 funds tracked by Wall St. Rank hold GIS as of Q1 2026.

  • Evelyn Partners Investment Management Services held 152 shares of General Mills worth $5.66K as of Q1 2026.
  • Evelyn Partners Investment Management Services left its General Mills share count unchanged in Q1 2026.
  • General Mills made up ﹤0.01% of Evelyn Partners Investment Management Services's portfolio in Q1 2026, its #262 holding.
  • Evelyn Partners Investment Management Services first reported a position in General Mills in Q4 2024 and has held it in 6 quarters since.
  • Evelyn Partners Investment Management Services's General Mills position peaked at $99K in Q4 2024.
  • 1,305 funds tracked by Wall St. Rank held General Mills as of Q1 2026.

Based on Evelyn Partners Investment Management Services's 13F filing for Q1 2026, filed 15 May 2026.