LA
GIS icon

Lifeworks Advisors’s General Mills GIS Stock Holding History

Lifeworks 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 		$558K Buy
14,979
+1,493
+11% +$64.8K 0.07% 183
2025
Q4 		$627K Buy
13,486
+1,288
+11% +$61.2K 0.08% 186
2025
Q3 		$615K Buy
12,198
+79
+0.7% +$3.96K 0.08% 183
2025
Q2 		$628K Buy
12,119
+7
+0.1% +$386 0.09% 169
2025
Q1 		$724K Buy
12,112
+1,878
+18% +$113K 0.12% 150
2024
Q4 		$653K Buy
+10,234
New +$687K 0.12% 144
2023
Q2 		– Sell
-2,947
Closed -$252K – 160
2023
Q1 		$252K Sell
2,947
-400
-12% -$31.9K 0.12% 129
2022
Q4 		$281K Hold
3,347
– – 0.16% 99
2022
Q3 		$273K Buy
+3,347
New +$255K 0.16% 109

Other funds holding GIS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Lifeworks Advisors's GIS Position: Q1 2026 in Review

Lifeworks Advisors increased its General Mills (GIS) stake by 11% in Q1 2026, buying an estimated $64.8K and bringing the position to 14,979 shares worth $558K. The position accounts for 0.07% of the portfolio, ranked #183.

Lifeworks Advisors first reported a position in GIS in Q3 2022 and has held it in 9 quarters since. The position peaked at $724K in Q1 2025. 1,305 funds tracked by Wall St. Rank hold GIS as of Q1 2026.

  • Lifeworks Advisors held 14,979 shares of General Mills worth $558K as of Q1 2026.
  • Lifeworks Advisors bought 1,493 General Mills shares in Q1 2026, an estimated $64.8K.
  • General Mills made up 0.07% of Lifeworks Advisors's portfolio in Q1 2026, its #183 holding.
  • Lifeworks Advisors first reported a position in General Mills in Q3 2022 and has held it in 9 quarters since.
  • Lifeworks Advisors's General Mills position peaked at $724K in Q1 2025.
  • 1,305 funds tracked by Wall St. Rank held General Mills as of Q1 2026.

Based on Lifeworks Advisors's 13F filing for Q1 2026, filed 4 May 2026.