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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
Q2 		$356K Sell
10,236
-4,743
-32% -$164K 0.04% 247
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 $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

Lifeworks Advisors's GIS Position: Q2 2026 in Review

Lifeworks Advisors reduced its General Mills (GIS) stake by 32% in Q2 2026, selling an estimated $164K and leaving 10,236 shares worth $356K. The position accounts for 0.04% of the portfolio, ranked #247.

Lifeworks Advisors first reported a position in GIS in Q3 2022 and has held it in 10 quarters since. The position peaked at $724K in Q1 2025. 1,338 funds tracked by Wall St. Rank hold GIS as of Q2 2026.

  • Lifeworks Advisors held 10,236 shares of General Mills worth $356K as of Q2 2026.
  • Lifeworks Advisors sold 4,743 General Mills shares in Q2 2026, an estimated $164K.
  • General Mills made up 0.04% of Lifeworks Advisors's portfolio in Q2 2026, its #247 holding.
  • Lifeworks Advisors first reported a position in General Mills in Q3 2022 and has held it in 10 quarters since.
  • Lifeworks Advisors's General Mills position peaked at $724K in Q1 2025.
  • 1,338 funds tracked by Wall St. Rank held General Mills as of Q2 2026.

Based on Lifeworks Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.