MWM
GIS icon

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
Q2 		$732K Buy
21,025
+300
+1% +$10.4K 0.28% 78
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 $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

Massachusetts Wealth Management's GIS Position: Q2 2026 in Review

Massachusetts Wealth Management increased its General Mills (GIS) stake by 1.4% in Q2 2026, buying an estimated $10.4K and bringing the position to 21,025 shares worth $732K. The position accounts for 0.28% of the portfolio, ranked #78.

Massachusetts Wealth Management first reported a position in GIS in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.67M in Q1 2023. 1,337 funds tracked by Wall St. Rank hold GIS as of Q2 2026.

  • Massachusetts Wealth Management held 21,025 shares of General Mills worth $732K as of Q2 2026.
  • Massachusetts Wealth Management bought 300 General Mills shares in Q2 2026, an estimated $10.4K.
  • General Mills made up 0.28% of Massachusetts Wealth Management's portfolio in Q2 2026, its #78 holding.
  • Massachusetts Wealth Management first reported a position in General Mills in Q4 2022 and has held it in 15 quarters since.
  • Massachusetts Wealth Management's General Mills position peaked at $1.67M in Q1 2023.
  • 1,337 funds tracked by Wall St. Rank held General Mills as of Q2 2026.

Based on Massachusetts Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.