Harbor Investment Advisory’s General Mills GIS Stock Holding History

Harbor Investment Advisory’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	$29.1K	Hold	836	–	–	﹤0.01%	865
2026 Q1	$31.1K	Sell	836 -47	-5%	-$2.04K	﹤0.01%	691
2025 Q4	$41.1K	Hold	883	–	–	﹤0.01%	695
2025 Q3	$44.5K	Sell	883 -2,100	-70%	-$105K	﹤0.01%	661
2025 Q2	$155K	Sell	2,983 -1,000	-25%	-$55.2K	0.01%	416
2025 Q1	$238K	Hold	3,983	–	–	0.02%	344
2024 Q4	$254K	Hold	3,983	–	–	0.02%	325
2024 Q3	$294K	Sell	3,983 -6	-0.2%	-$416	0.03%	291
2024 Q2	$252K	Buy	3,989 +6	+0.2%	+$412	0.03%	309
2024 Q1	$279K	Sell	3,983 -89	-2%	-$5.79K	0.03%	292
2023 Q4	$265K	Hold	4,072	–	–	0.03%	284
2023 Q3	$261K	Buy	4,072 +56	+1%	+$3.96K	0.03%	276
2023 Q2	$308K	Hold	4,016	–	–	0.04%	282
2023 Q1	$343K	Hold	4,016	–	–	0.05%	269
2022 Q4	$337K	Buy	4,016 +28	+0.7%	+$2.28K	0.05%	263
2022 Q3	$306K	Sell	3,988 -90	-2%	-$6.86K	0.05%	264
2022 Q2	$308K	Buy	4,078 +41	+1%	+$2.87K	0.05%	260
2022 Q1	$273K	Hold	4,037	–	–	0.04%	307
2021 Q4	$272K	Sell	4,037 -51	-1%	-$3.24K	0.03%	314
2021 Q3	$245K	Buy	4,088 +51	+1%	+$3.01K	0.03%	327
2021 Q2	$246K	Hold	4,037	–	–	0.03%	328
2021 Q1	$248K	Sell	4,037 -28	-0.7%	-$1.62K	0.04%	300
2020 Q4	$239K	Sell	4,065 -11	-0.3%	-$665	0.04%	283
2020 Q3	$251K	Hold	4,076	–	–	0.05%	238
2020 Q2	$251K	Sell	4,076 -632	-13%	-$38.1K	0.05%	234
2020 Q1	$248K	Buy	4,708 +682	+17%	+$36K	0.07%	203
2019 Q4	$216K	Buy	+4,026	New	+$212K	0.05%	238

Other funds holding GIS

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

PJWM

Philip James Wealth Mangement Milton, Georgia $888M AUM 36.11% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Advocate Group Minnetonka, Minnesota $665M AUM 22.13% 1-Year Est. Return

CTA

Clear Trail Advisors Houston, Texas $655M AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Harbor Investment Advisory's GIS Position: Q2 2026 in Review

Harbor Investment Advisory held its General Mills (GIS) position steady in Q2 2026 at 836 shares worth $29.1K. The position accounts for ﹤0.01% of the portfolio, ranked #865.

Harbor Investment Advisory first reported a position in GIS in Q4 2019 and has held it in 27 quarters since. The position peaked at $343K in Q1 2023. 439 funds tracked by Wall St. Rank hold GIS as of Q2 2026.

Harbor Investment Advisory held 836 shares of General Mills worth $29.1K as of Q2 2026.
Harbor Investment Advisory left its General Mills share count unchanged in Q2 2026.
General Mills made up ﹤0.01% of Harbor Investment Advisory's portfolio in Q2 2026, its #865 holding.
Harbor Investment Advisory first reported a position in General Mills in Q4 2019 and has held it in 27 quarters since.
Harbor Investment Advisory's General Mills position peaked at $343K in Q1 2023.
439 funds tracked by Wall St. Rank held General Mills as of Q2 2026.

Based on Harbor Investment Advisory's 13F filing for Q2 2026, filed 7 Jul 2026.