PWAM
GIS icon

Private Wealth Asset Management’s General Mills GIS Stock Holding History

Private Wealth Asset 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 		$141K Sell
4,063
-201
-5% -$6.94K 0.01% 301
2026
Q1 		$159K Sell
4,264
-1,784
-29% -$77.5K 0.02% 286
2025
Q4 		$281K Sell
6,048
-1,420
-19% -$67.5K 0.03% 227
2025
Q3 		$377K Sell
7,468
-5,041
-40% -$253K 0.04% 183
2025
Q2 		$648K Buy
12,509
+14
+0.1% +$773 0.09% 138
2025
Q1 		$747K Buy
+12,495
New +$751K 0.11% 124

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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 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

Private Wealth Asset Management's GIS Position: Q2 2026 in Review

Private Wealth Asset Management reduced its General Mills (GIS) stake by 4.7% in Q2 2026, selling an estimated $6.94K and leaving 4,063 shares worth $141K. The position accounts for 0.01% of the portfolio, ranked #301.

Private Wealth Asset Management first reported a position in GIS in Q1 2025 and has held it in 6 quarters since. The position peaked at $747K in Q1 2025. 1,332 funds tracked by Wall St. Rank hold GIS as of Q2 2026.

  • Private Wealth Asset Management held 4,063 shares of General Mills worth $141K as of Q2 2026.
  • Private Wealth Asset Management sold 201 General Mills shares in Q2 2026, an estimated $6.94K.
  • General Mills made up 0.01% of Private Wealth Asset Management's portfolio in Q2 2026, its #301 holding.
  • Private Wealth Asset Management first reported a position in General Mills in Q1 2025 and has held it in 6 quarters since.
  • Private Wealth Asset Management's General Mills position peaked at $747K in Q1 2025.
  • 1,332 funds tracked by Wall St. Rank held General Mills as of Q2 2026.

Based on Private Wealth Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.