Lauterbach Financial Advisors’s General Mills GIS Stock Holding History

Lauterbach 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 Q2	$456K	Buy	13,100 +300	+2%	+$10.4K	0.2%	58
2026 Q1	$476K	Hold	12,800	–	–	0.23%	52
2025 Q4	$595K	Hold	12,800	–	–	0.29%	42
2025 Q3	$645K	Hold	12,800	–	–	0.32%	39
2025 Q2	$663K	Hold	12,800	–	–	0.36%	37
2025 Q1	$765K	Hold	12,800	–	–	0.48%	28
2024 Q4	$816K	Hold	12,800	–	–	0.5%	27
2024 Q3	$945K	Hold	12,800	–	–	0.57%	25
2024 Q2	$887K	Hold	12,800	–	–	0.58%	24
2024 Q1	$896K	Hold	12,800	–	–	0.59%	24
2023 Q4	$834K	Hold	12,800	–	–	0.58%	22
2023 Q3	$819K	Hold	12,800	–	–	0.64%	18
2023 Q2	$982K	Hold	12,800	–	–	0.75%	16
2023 Q1	$1.09M	Hold	12,800	–	–	0.88%	16
2022 Q4	$1.07M	Hold	12,800	–	–	0.96%	13
2022 Q3	$981K	Hold	12,800	–	–	1%	15
2022 Q2	$966K	Hold	12,800	–	–	0.92%	14
2022 Q1	$867K	Hold	12,800	–	–	0.79%	16
2021 Q4	$862K	Buy	+12,800	New	+$813K	0.76%	17

Other funds holding GIS

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

Integrity Alliance Urbandale, Iowa $3.2B AUM 23.28% 1-Year Est. Return

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

CLOS

Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland $9.25B AUM 27.04% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 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

Lauterbach Financial Advisors's GIS Position: Q2 2026 in Review

Lauterbach Financial Advisors increased its General Mills (GIS) stake by 2.3% in Q2 2026, buying an estimated $10.4K and bringing the position to 13,100 shares worth $456K. The position accounts for 0.2% of the portfolio, ranked #58.

Lauterbach Financial Advisors first reported a position in GIS in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.09M in Q1 2023. 542 funds tracked by Wall St. Rank hold GIS as of Q2 2026.

Lauterbach Financial Advisors held 13,100 shares of General Mills worth $456K as of Q2 2026.
Lauterbach Financial Advisors bought 300 General Mills shares in Q2 2026, an estimated $10.4K.
General Mills made up 0.2% of Lauterbach Financial Advisors's portfolio in Q2 2026, its #58 holding.
Lauterbach Financial Advisors first reported a position in General Mills in Q4 2021 and has held it in 19 quarters since.
Lauterbach Financial Advisors's General Mills position peaked at $1.09M in Q1 2023.
542 funds tracked by Wall St. Rank held General Mills as of Q2 2026.

Based on Lauterbach Financial Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.