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Lowe Wealth Advisors’s General Mills GIS Stock Holding History

Lowe Wealth 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
2025
Q3 		$48.4K Hold
960
– – 0.02% 148
2025
Q2 		$49.7K Hold
960
– – 0.02% 142
2025
Q1 		$57.4K Sell
960
-157
-14% -$9.43K 0.02% 125
2024
Q4 		$71.2K Hold
1,117
– – 0.03% 107
2024
Q3 		$82.5K Hold
1,117
– – 0.04% 93
2024
Q2 		$70.7K Hold
1,117
– – 0.03% 97
2024
Q1 		$78.2K Hold
1,117
– – 0.04% 92
2023
Q4 		$72.8K Hold
1,117
– – 0.04% 90
2023
Q3 		$71.5K Hold
1,117
– – 0.04% 86
2023
Q2 		$85.7K Hold
1,117
– – 0.04% 85
2023
Q1 		$95.5K Hold
1,117
– – 0.05% 77
2022
Q4 		$93.7K Hold
1,117
– – 0.05% 77
2022
Q3 		$86K Buy
1,117
+157
+16% +$12K 0.05% 72
2022
Q2 		$72K Hold
960
– – 0.04% 74
2022
Q1 		$65K Hold
960
– – 0.03% 89
2021
Q4 		$65K Hold
960
– – 0.03% 87
2021
Q3 		$57K Hold
960
– – 0.03% 87
2021
Q2 		$58K Hold
960
– – 0.03% 83
2021
Q1 		$59K Hold
960
– – 0.03% 76
2020
Q4 		$56K Hold
960
– – 0.03% 77
2020
Q3 		$59K Hold
960
– – 0.03% 65
2020
Q2 		$59K Hold
960
– – 0.03% 61
2020
Q1 		$51K Buy
+960
New +$50.7K 0.04% 59
2017
Q1 		– Sell
-150
Closed -$9K – 229
2016
Q4 		$9K Buy
+150
New +$9.29K 0.01% 140
2015
Q3 		– Sell
-1,000
Closed -$56K – 232
2015
Q2 		$56K Sell
1,000
-729
-42% -$40.8K 0.04% 68
2015
Q1 		$98K Sell
1,729
-800
-32% -$42.7K 0.07% 44
2014
Q4 		$135K Buy
+2,529
New +$131K 0.1% 37

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
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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Lowe Wealth Advisors's GIS Position: Q3 2025 in Review

Lowe Wealth Advisors held its General Mills (GIS) position steady in Q3 2025 at 960 shares worth $48.4K. The position accounts for 0.02% of the portfolio, ranked #148.

Lowe Wealth Advisors first reported a position in GIS in Q4 2014 and has held it in 27 quarters since. The position peaked at $135K in Q4 2014. 1,426 funds tracked by Wall St. Rank hold GIS as of Q3 2025.

  • Lowe Wealth Advisors held 960 shares of General Mills worth $48.4K as of Q3 2025.
  • Lowe Wealth Advisors left its General Mills share count unchanged in Q3 2025.
  • General Mills made up 0.02% of Lowe Wealth Advisors's portfolio in Q3 2025, its #148 holding.
  • Lowe Wealth Advisors first reported a position in General Mills in Q4 2014 and has held it in 27 quarters since.
  • Lowe Wealth Advisors's General Mills position peaked at $135K in Q4 2014.
  • 1,426 funds tracked by Wall St. Rank held General Mills as of Q3 2025.

Based on Lowe Wealth Advisors's 13F filing for Q3 2025, filed 16 Oct 2025.