LPL Financial
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LPL Financial’s General Mills GIS Stock Holding History

LPL Financial’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
2020
Q4 		– Sell
-5,300
Closed -$327K – 3829
2020
Q3 		$327K Sell
5,300
-400
-7% -$25K ﹤0.01% 2839
2020
Q2 		$351K Buy
+5,700
New +$344K ﹤0.01% 2713
2020
Q1 		– Sell
-6,100
Closed -$327K – 3311
2019
Q4 		$327K Buy
+6,100
New +$321K ﹤0.01% 2702

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

LPL Financial's GIS Position: Q2 2026 in Review

LPL Financial increased its General Mills (GIS) stake by 7.2% in Q2 2026, buying an estimated $2.1M and bringing the position to 905,204 shares worth $31.5M. The position accounts for 0.01% of the portfolio, ranked #1281.

LPL Financial first reported a position in GIS in Q2 2013 and has held it in 53 quarters since. The position peaked at $58.4M in Q2 2022. 1,337 funds tracked by Wall St. Rank hold GIS as of Q2 2026.

  • LPL Financial held 905,204 shares of General Mills worth $31.5M as of Q2 2026.
  • LPL Financial bought 60,768 General Mills shares in Q2 2026, an estimated $2.1M.
  • General Mills made up 0.01% of LPL Financial's portfolio in Q2 2026, its #1281 holding.
  • LPL Financial first reported a position in General Mills in Q2 2013 and has held it in 53 quarters since.
  • LPL Financial's General Mills position peaked at $58.4M in Q2 2022.
  • 1,337 funds tracked by Wall St. Rank held General Mills as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.