QWM
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Quaker Wealth Management’s General Mills GIS Stock Holding History

Quaker 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 		$102K Buy
2,739
+134
+5% +$5.82K 0.03% 109
2025
Q4 		$121K Buy
2,605
+1,260
+94% +$59.9K 0.04% 100
2025
Q3 		$67.8K Buy
1,345
+1,334
+12,127% +$66.9K 0.02% 137
2025
Q2 		$570 Buy
+11
New +$607 ﹤0.01% 582

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

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

Quaker Wealth Management increased its General Mills (GIS) stake by 5.1% in Q1 2026, buying an estimated $5.82K and bringing the position to 2,739 shares worth $102K. The position accounts for 0.03% of the portfolio, ranked #109.

Quaker Wealth Management first reported a position in GIS in Q2 2025 and has held it in 4 quarters since. The position peaked at $121K in Q4 2025. 1,303 funds tracked by Wall St. Rank hold GIS as of Q1 2026.

  • Quaker Wealth Management held 2,739 shares of General Mills worth $102K as of Q1 2026.
  • Quaker Wealth Management bought 134 General Mills shares in Q1 2026, an estimated $5.82K.
  • General Mills made up 0.03% of Quaker Wealth Management's portfolio in Q1 2026, its #109 holding.
  • Quaker Wealth Management first reported a position in General Mills in Q2 2025 and has held it in 4 quarters since.
  • Quaker Wealth Management's General Mills position peaked at $121K in Q4 2025.
  • 1,303 funds tracked by Wall St. Rank held General Mills as of Q1 2026.

Based on Quaker Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.