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LMG Wealth Partners’s General Mills GIS Stock Holding History

LMG Wealth Partners’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
2025
Q2 		– Sell
-10,426
Closed -$623K – 141
2025
Q1 		$623K Buy
10,426
+4,168
+67% +$250K 0.14% 94
2024
Q4 		$399K Buy
6,258
+1,333
+27% +$89.4K 0.09% 99
2024
Q3 		$364K Buy
+4,925
New +$341K 0.08% 98

Other funds holding GIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BC
Broadwater Capital Boston, Massachusetts $134M AUM 21.11% 1-Year Est. Return
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
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
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

LMG Wealth Partners's GIS Position: Q2 2025 in Review

LMG Wealth Partners sold out of General Mills (GIS) in Q2 2025, closing a stake of 10,426 shares — an estimated $623K sold.

LMG Wealth Partners first reported a position in GIS in Q3 2024 and held it in 3 quarters. The position peaked at $623K in Q1 2025. 1,461 funds tracked by Wall St. Rank hold GIS as of Q2 2025.

  • LMG Wealth Partners reported no remaining General Mills position as of Q2 2025 after selling out during the quarter.
  • LMG Wealth Partners sold 10,426 General Mills shares in Q2 2025, an estimated $623K.
  • LMG Wealth Partners first reported a position in General Mills in Q3 2024 and held it in 3 quarters.
  • LMG Wealth Partners's General Mills position peaked at $623K in Q1 2025.
  • 1,461 funds tracked by Wall St. Rank held General Mills as of Q2 2025.

Based on LMG Wealth Partners's 13F filing for Q2 2025, filed 29 Jul 2025.