PJWM
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Philip James Wealth Mangement’s General Mills GIS Stock Holding History

Philip James Wealth Mangement’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 		$12.5M Buy
335,134
+85,518
+34% +$3.71M 1.43% 13
2025
Q4 		$11.6M Buy
249,616
+41,461
+20% +$1.97M 1.34% 16
2025
Q3 		$10.5M Buy
208,155
+73,877
+55% +$3.7M 1.22% 18
2025
Q2 		$6.96M Buy
134,278
+120,007
+841% +$6.62M 0.89% 26
2025
Q1 		$853K Buy
14,271
+7,339
+106% +$441K 0.1% 87
2024
Q4 		$442K Buy
6,932
+3,185
+85% +$214K 0.06% 114
2024
Q3 		$277K Buy
+3,747
New +$260K 0.03% 133

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

Philip James Wealth Mangement's GIS Position: Q1 2026 in Review

Philip James Wealth Mangement increased its General Mills (GIS) stake by 34% in Q1 2026, buying an estimated $3.71M and bringing the position to 335,134 shares worth $12.5M. The position accounts for 1.43% of the portfolio, ranked #13.

Philip James Wealth Mangement first reported a position in GIS in Q3 2024 and has held it in 7 quarters since. 1,303 funds tracked by Wall St. Rank hold GIS as of Q1 2026.

  • Philip James Wealth Mangement held 335,134 shares of General Mills worth $12.5M as of Q1 2026.
  • Philip James Wealth Mangement bought 85,518 General Mills shares in Q1 2026, an estimated $3.71M.
  • General Mills made up 1.43% of Philip James Wealth Mangement's portfolio in Q1 2026, its #13 holding.
  • Philip James Wealth Mangement first reported a position in General Mills in Q3 2024 and has held it in 7 quarters since.
  • 1,303 funds tracked by Wall St. Rank held General Mills as of Q1 2026.

Based on Philip James Wealth Mangement's 13F filing for Q1 2026, filed 28 Apr 2026.