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

Schrum Private 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 		$762K Buy
12,043
+4,512
+60% +$156K 0.78% 38
2026
Q1 		$280K Sell
7,531
-582
-7% -$25.3K 0.21% 107
2025
Q4 		$377K Sell
8,113
-1,911
-19% -$90.8K 0.28% 88
2025
Q3 		$505K Sell
10,024
-1,106
-10% -$55.5K 0.37% 68
2025
Q2 		$577K Sell
11,130
-98
-0.9% -$5.41K 0.46% 57
2025
Q1 		$671K Buy
11,228
+1
+0% +$60 0.59% 48
2024
Q4 		$716K Sell
11,227
-12,635
-53% -$848K 0.61% 45
2024
Q3 		$1.76M Buy
23,862
+11,714
+96% +$812K 0.91% 31
2024
Q2 		$768K Sell
12,148
-1,315
-10% -$90.3K 0.69% 38
2024
Q1 		$942K Buy
13,463
+2,050
+18% +$133K 0.85% 33
2023
Q4 		$743K Sell
11,413
-3,861
-25% -$249K 1.05% 28
2023
Q3 		$977K Buy
15,274
+1
+0% +$71 1.11% 26
2023
Q2 		$1.17M Sell
15,273
-24
-0.2% -$2.05K 1.27% 20
2023
Q1 		$1.31M Buy
15,297
+2
+0% +$160 1.51% 17
2022
Q4 		$1.28M Sell
15,295
-830
-5% -$67.6K 1.52% 19
2022
Q3 		$1.24M Buy
16,125
+2
+0% +$152 1.56% 16
2022
Q2 		$1.22M Sell
16,123
-99
-0.6% -$6.93K 1.37% 21
2022
Q1 		$1.14M Buy
16,222
+38
+0.2% +$2.55K 1.14% 24
2021
Q4 		$1.09M Buy
+16,184
New +$1.03M 0.99% 27

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

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

Schrum Private Wealth Management increased its General Mills (GIS) stake by 60% in Q2 2026, buying an estimated $156K and bringing the position to 12,043 shares worth $762K. The position accounts for 0.78% of the portfolio, ranked #38.

Schrum Private Wealth Management first reported a position in GIS in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.76M in Q3 2024. 1,332 funds tracked by Wall St. Rank hold GIS as of Q2 2026.

  • Schrum Private Wealth Management held 12,043 shares of General Mills worth $762K as of Q2 2026.
  • Schrum Private Wealth Management bought 4,512 General Mills shares in Q2 2026, an estimated $156K.
  • General Mills made up 0.78% of Schrum Private Wealth Management's portfolio in Q2 2026, its #38 holding.
  • Schrum Private Wealth Management first reported a position in General Mills in Q4 2021 and has held it in 19 quarters since.
  • Schrum Private Wealth Management's General Mills position peaked at $1.76M in Q3 2024.
  • 1,332 funds tracked by Wall St. Rank held General Mills as of Q2 2026.

Based on Schrum Private Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.