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Garton & Associates Financial Advisors’s General Mills GIS Stock Holding History

Garton & Associates Financial Advisors’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
-1,952
Closed -$90.7K – 342
2025
Q4 		$90.7K Buy
+1,952
New +$92.8K 0.05% 247

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

Garton & Associates Financial Advisors's GIS Position: Q1 2026 in Review

Garton & Associates Financial Advisors sold out of General Mills (GIS) in Q1 2026, closing a stake of 1,952 shares — an estimated $90.7K sold.

Garton & Associates Financial Advisors first reported a position in GIS in Q4 2025 and held it in 1 quarter. The position peaked at $90.7K in Q4 2025. 1,310 funds tracked by Wall St. Rank hold GIS as of Q1 2026.

  • Garton & Associates Financial Advisors reported no remaining General Mills position as of Q1 2026 after selling out during the quarter.
  • Garton & Associates Financial Advisors sold 1,952 General Mills shares in Q1 2026, an estimated $90.7K.
  • Garton & Associates Financial Advisors first reported a position in General Mills in Q4 2025 and held it in 1 quarter.
  • Garton & Associates Financial Advisors's General Mills position peaked at $90.7K in Q4 2025.
  • 1,310 funds tracked by Wall St. Rank held General Mills as of Q1 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.