MGWM
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Marks Group Wealth Management’s General Mills GIS Stock Holding History

Marks Group Wealth Management’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 		$536K Buy
14,409
+837
+6% +$36.3K 0.05% 238
2025
Q4 		$631K Buy
13,572
+1,591
+13% +$75.6K 0.06% 225
2025
Q3 		$604K Buy
11,981
+485
+4% +$24.3K 0.06% 213
2025
Q2 		$596K Buy
+11,496
New +$634K 0.06% 218
2024
Q4 		– Sell
-2,940
Closed -$217K – 291
2024
Q3 		$217K Buy
+2,940
New +$204K 0.02% 286
2024
Q2 		– Sell
-3,119
Closed -$218K – 293
2024
Q1 		$218K Hold
3,119
– – 0.02% 292
2023
Q4 		$203K Buy
+3,119
New +$201K 0.02% 287
2023
Q3 		– Sell
-3,106
Closed -$238K – 277
2023
Q2 		$238K Sell
3,106
-42
-1% -$3.59K 0.03% 261
2023
Q1 		$269K Sell
3,148
-22,760
-88% -$1.82M 0.03% 255
2022
Q4 		$2.17M Buy
25,908
+461
+2% +$37.5K 0.3% 108
2022
Q3 		$1.95M Buy
25,447
+2,019
+9% +$154K 0.3% 103
2022
Q2 		$1.77M Buy
23,428
+3,524
+18% +$247K 0.26% 117
2022
Q1 		$1.35M Buy
19,904
+4,189
+27% +$281K 0.17% 135
2021
Q4 		$1.06M Buy
15,715
+5,721
+57% +$363K 0.13% 166
2021
Q3 		$597K Buy
9,994
+1,016
+11% +$60K 0.08% 188
2021
Q2 		$546K Buy
8,978
+422
+5% +$26.1K 0.08% 174
2021
Q1 		$522K Sell
8,556
-1,121
-12% -$64.7K 0.08% 174
2020
Q4 		$569K Buy
9,677
+550
+6% +$33.3K 0.09% 168
2020
Q3 		$563K Buy
9,127
+409
+5% +$25.6K 0.1% 165
2020
Q2 		$541K Buy
8,718
+226
+3% +$13.6K 0.11% 153
2020
Q1 		$448K Sell
8,492
-1,533
-15% -$81K 0.12% 156
2019
Q4 		$537K Buy
+10,025
New +$528K 0.11% 166

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

Marks Group Wealth Management's GIS Position: Q1 2026 in Review

Marks Group Wealth Management increased its General Mills (GIS) stake by 6.2% in Q1 2026, buying an estimated $36.3K and bringing the position to 14,409 shares worth $536K. The position accounts for 0.05% of the portfolio, ranked #238.

Marks Group Wealth Management first reported a position in GIS in Q4 2019 and has held it in 22 quarters since. The position peaked at $2.17M in Q4 2022. 1,303 funds tracked by Wall St. Rank hold GIS as of Q1 2026.

  • Marks Group Wealth Management held 14,409 shares of General Mills worth $536K as of Q1 2026.
  • Marks Group Wealth Management bought 837 General Mills shares in Q1 2026, an estimated $36.3K.
  • General Mills made up 0.05% of Marks Group Wealth Management's portfolio in Q1 2026, its #238 holding.
  • Marks Group Wealth Management first reported a position in General Mills in Q4 2019 and has held it in 22 quarters since.
  • Marks Group Wealth Management's General Mills position peaked at $2.17M in Q4 2022.
  • 1,303 funds tracked by Wall St. Rank held General Mills as of Q1 2026.

Based on Marks Group Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.