JPWM
GIS icon

Jamison Private Wealth Management’s General Mills GIS Stock Holding History

Jamison Private Wealth 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
Q2 		– Sell
-13,088
Closed -$487K – 227
2026
Q1 		$487K Buy
13,088
+45
+0.3% +$1.95K 0.06% 156
2025
Q4 		$607K Sell
13,043
-1,610
-11% -$76.5K 0.07% 144
2025
Q3 		$739K Sell
14,653
-7
-0% -$351 0.09% 131
2025
Q2 		$760K Buy
14,660
+58
+0.4% +$3.2K 0.11% 118
2025
Q1 		$873K Buy
14,602
+66
+0.5% +$3.96K 0.13% 109
2024
Q4 		$927K Sell
14,536
-4
-0% -$268 0.14% 113
2024
Q3 		$1.07M Sell
14,540
-264
-2% -$18.3K 0.16% 102
2024
Q2 		$937K Sell
14,804
-579
-4% -$39.8K 0.16% 102
2024
Q1 		$1.08M Sell
15,383
-875
-5% -$57K 0.18% 96
2023
Q4 		$1.06M Sell
16,258
-692
-4% -$44.7K 0.2% 94
2023
Q3 		$1.08M Buy
+16,950
New +$1.2M 0.22% 87

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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Jamison Private Wealth Management's GIS Position: Q2 2026 in Review

Jamison Private Wealth Management sold out of General Mills (GIS) in Q2 2026, closing a stake of 13,088 shares — an estimated $487K sold.

Jamison Private Wealth Management first reported a position in GIS in Q3 2023 and held it in 11 quarters. The position peaked at $1.08M in Q3 2023. 1,330 funds tracked by Wall St. Rank hold GIS as of Q2 2026.

  • Jamison Private Wealth Management reported no remaining General Mills position as of Q2 2026 after selling out during the quarter.
  • Jamison Private Wealth Management sold 13,088 General Mills shares in Q2 2026, an estimated $487K.
  • Jamison Private Wealth Management first reported a position in General Mills in Q3 2023 and held it in 11 quarters.
  • Jamison Private Wealth Management's General Mills position peaked at $1.08M in Q3 2023.
  • 1,330 funds tracked by Wall St. Rank held General Mills as of Q2 2026.

Based on Jamison Private Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.