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Massachusetts Wealth Management’s General Mills GIS Stock Holding History

Massachusetts 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 		$771K Buy
20,725
+850
+4% +$36.9K 0.33% 74
2025
Q4 		$924K Buy
19,875
+141
+0.7% +$6.7K 0.43% 73
2025
Q3 		$995K Buy
19,734
+100
+0.5% +$5.01K 0.49% 72
2025
Q2 		$1.02M Buy
19,634
+100
+0.5% +$5.52K 0.57% 68
2025
Q1 		$1.17M Sell
19,534
-225
-1% -$13.5K 0.8% 50
2024
Q4 		$1.26M Hold
19,759
– – 0.78% 52
2024
Q3 		$1.46M Hold
19,759
– – 0.92% 47
2024
Q2 		$1.25M Buy
19,759
+200
+1% +$13.7K 0.84% 50
2024
Q1 		$1.37M Buy
19,559
+300
+2% +$19.5K 0.96% 47
2023
Q4 		$1.25M Sell
19,259
-316
-2% -$20.4K 1.01% 42
2023
Q3 		$1.25M Sell
19,575
-200
-1% -$14.1K 1.15% 35
2023
Q2 		$1.52M Buy
19,775
+200
+1% +$17.1K 1.45% 25
2023
Q1 		$1.67M Sell
19,575
-950
-5% -$75.9K 1.73% 19
2022
Q4 		$1.61M Buy
+20,525
New +$1.67M 1.55% 24

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

Massachusetts Wealth Management's GIS Position: Q1 2026 in Review

Massachusetts Wealth Management increased its General Mills (GIS) stake by 4.3% in Q1 2026, buying an estimated $36.9K and bringing the position to 20,725 shares worth $771K. The position accounts for 0.33% of the portfolio, ranked #74.

Massachusetts Wealth Management first reported a position in GIS in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.67M in Q1 2023. 1,304 funds tracked by Wall St. Rank hold GIS as of Q1 2026.

  • Massachusetts Wealth Management held 20,725 shares of General Mills worth $771K as of Q1 2026.
  • Massachusetts Wealth Management bought 850 General Mills shares in Q1 2026, an estimated $36.9K.
  • General Mills made up 0.33% of Massachusetts Wealth Management's portfolio in Q1 2026, its #74 holding.
  • Massachusetts Wealth Management first reported a position in General Mills in Q4 2022 and has held it in 14 quarters since.
  • Massachusetts Wealth Management's General Mills position peaked at $1.67M in Q1 2023.
  • 1,304 funds tracked by Wall St. Rank held General Mills as of Q1 2026.

Based on Massachusetts Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.