SWM
GIS icon

SHP Wealth Management’s General Mills GIS Stock Holding History

SHP 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 		$28.6K Buy
768
+28
+4% +$1.22K ﹤0.01% 628
2025
Q4 		$34.4K Buy
+740
New +$35.2K ﹤0.01% 566

Other funds holding GIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $123B AUM 38.85% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

SHP Wealth Management increased its General Mills (GIS) stake by 3.8% in Q1 2026, buying an estimated $1.22K and bringing the position to 768 shares worth $28.6K. The position accounts for ﹤0.01% of the portfolio, ranked #628.

SHP Wealth Management first reported a position in GIS in Q4 2025 and has held it in 2 quarters since. The position peaked at $34.4K in Q4 2025. 1,309 funds tracked by Wall St. Rank hold GIS as of Q1 2026.

  • SHP Wealth Management held 768 shares of General Mills worth $28.6K as of Q1 2026.
  • SHP Wealth Management bought 28 General Mills shares in Q1 2026, an estimated $1.22K.
  • General Mills made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #628 holding.
  • SHP Wealth Management first reported a position in General Mills in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's General Mills position peaked at $34.4K in Q4 2025.
  • 1,309 funds tracked by Wall St. Rank held General Mills as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.