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Forum Financial Management’s General Mills GIS Stock Holding History

Forum Financial 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
Q1 		– Sell
-10,343
Closed -$481K – 600
2025
Q4 		$481K Buy
10,343
+2,795
+37% +$133K 0.01% 496
2025
Q3 		$381K Sell
7,548
-1
-0% -$50 0.01% 596
2025
Q2 		$391K Sell
7,549
-1,072
-12% -$59.2K 0.01% 519
2025
Q1 		$515K Sell
8,621
-211
-2% -$12.7K 0.01% 359
2024
Q4 		$563K Buy
8,832
+2,729
+45% +$183K 0.01% 333
2024
Q3 		$451K Sell
6,103
-129
-2% -$8.94K 0.01% 362
2024
Q2 		$394K Buy
6,232
+147
+2% +$10.1K 0.01% 394
2024
Q1 		$426K Hold
6,085
– – 0.01% 375
2023
Q4 		$396K Sell
6,085
-3,005
-33% -$194K 0.01% 360
2023
Q3 		$582K Buy
9,090
+5
+0.1% +$353 0.01% 247
2023
Q2 		$697K Buy
9,085
+3,019
+50% +$258K 0.02% 220
2023
Q1 		$518K Buy
6,066
+41
+0.7% +$3.27K 0.02% 258
2022
Q4 		$505K Sell
6,025
-95
-2% -$7.74K 0.02% 253
2022
Q3 		$469K Sell
6,120
-1,029
-14% -$78.4K 0.02% 228
2022
Q2 		$539K Buy
7,149
+1,034
+17% +$72.4K 0.03% 216
2022
Q1 		$414K Hold
6,115
– – 0.02% 286
2021
Q4 		$412K Buy
+6,115
New +$388K 0.02% 299

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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Forum Financial Management's GIS Position: Q1 2026 in Review

Forum Financial Management sold out of General Mills (GIS) in Q1 2026, closing a stake of 10,343 shares — an estimated $481K sold.

Forum Financial Management first reported a position in GIS in Q4 2021 and held it in 17 quarters. The position peaked at $697K in Q2 2023. 1,310 funds tracked by Wall St. Rank hold GIS as of Q1 2026.

  • Forum Financial Management reported no remaining General Mills position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 10,343 General Mills shares in Q1 2026, an estimated $481K.
  • Forum Financial Management first reported a position in General Mills in Q4 2021 and held it in 17 quarters.
  • Forum Financial Management's General Mills position peaked at $697K in Q2 2023.
  • 1,310 funds tracked by Wall St. Rank held General Mills as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.