SVWAG
GIS icon

Sound View Wealth Advisors Group’s General Mills GIS Stock Holding History

Sound View Wealth Advisors Group’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 		$1.35M Buy
36,369
+499
+1% +$21.7K 0.09% 157
2025
Q4 		$1.67M Sell
35,870
-4,505
-11% -$214K 0.11% 144
2025
Q3 		$2.04M Buy
40,375
+487
+1% +$24.4K 0.14% 134
2025
Q2 		$2.07M Buy
39,888
+2,119
+6% +$117K 0.15% 128
2025
Q1 		$2.26M Sell
37,769
-266
-0.7% -$16K 0.19% 113
2024
Q4 		$2.43M Sell
38,035
-451
-1% -$30.3K 0.2% 106
2024
Q3 		$2.84M Buy
38,486
+596
+2% +$41.3K 0.23% 98
2024
Q2 		$2.4M Sell
37,890
-426
-1% -$29.3K 0.25% 91
2024
Q1 		$2.68M Sell
38,316
-657
-2% -$42.8K 0.29% 83
2023
Q4 		$2.54M Sell
38,973
-1,036
-3% -$66.9K 0.28% 87
2023
Q3 		$2.56M Buy
40,009
+142
+0.4% +$10K 0.32% 75
2023
Q2 		$3.06M Sell
39,867
-84
-0.2% -$7.18K 0.4% 62
2023
Q1 		$3.41M Buy
39,951
+978
+3% +$78.1K 0.47% 58
2022
Q4 		$2.54M Buy
38,973
+3,903
+11% +$318K 0.28% 87
2022
Q3 		$2.69M Sell
35,070
-519
-1% -$39.6K 0.6% 48
2022
Q2 		$2.69M Sell
35,589
-3,992
-10% -$280K 0.56% 50
2022
Q1 		$2.68M Buy
39,581
+204
+0.5% +$13.7K 0.51% 53
2021
Q4 		$2.65M Sell
39,377
-1,395
-3% -$88.6K 0.5% 53
2021
Q3 		$2.44M Sell
40,772
-221
-0.5% -$13.1K 0.51% 52
2021
Q2 		$2.5M Buy
40,993
+5
+0% +$309 0.53% 50
2021
Q1 		$2.51M Buy
40,988
+5
+0% +$289 0.59% 47
2020
Q4 		$2.41M Sell
40,983
-442
-1% -$26.7K 0.59% 46
2020
Q3 		$2.56M Sell
41,425
-96
-0.2% -$6K 0.67% 42
2020
Q2 		$2.56M Buy
41,521
+4,994
+14% +$301K 0.72% 42
2020
Q1 		$1.93M Sell
36,527
-84
-0.2% -$4.44K 0.67% 47
2019
Q4 		$1.96M Sell
36,611
-727
-2% -$38.3K 0.55% 58
2019
Q3 		$2.06M Sell
37,338
-1,816
-5% -$97.9K 0.61% 50
2019
Q2 		$2.06M Buy
+39,154
New +$2.02M 0.61% 53

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

Sound View Wealth Advisors Group's GIS Position: Q1 2026 in Review

Sound View Wealth Advisors Group increased its General Mills (GIS) stake by 1.4% in Q1 2026, buying an estimated $21.7K and bringing the position to 36,369 shares worth $1.35M. The position accounts for 0.09% of the portfolio, ranked #157.

Sound View Wealth Advisors Group first reported a position in GIS in Q2 2019 and has held it in 28 quarters since. The position peaked at $3.41M in Q1 2023. 1,303 funds tracked by Wall St. Rank hold GIS as of Q1 2026.

  • Sound View Wealth Advisors Group held 36,369 shares of General Mills worth $1.35M as of Q1 2026.
  • Sound View Wealth Advisors Group bought 499 General Mills shares in Q1 2026, an estimated $21.7K.
  • General Mills made up 0.09% of Sound View Wealth Advisors Group's portfolio in Q1 2026, its #157 holding.
  • Sound View Wealth Advisors Group first reported a position in General Mills in Q2 2019 and has held it in 28 quarters since.
  • Sound View Wealth Advisors Group's General Mills position peaked at $3.41M in Q1 2023.
  • 1,303 funds tracked by Wall St. Rank held General Mills as of Q1 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q1 2026, filed 6 May 2026.