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Stiles Financial Services’s General Mills GIS Stock Holding History

Stiles Financial Services’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 		– Sell
-5,259
Closed -$245K – 179
2025
Q4 		$245K Sell
5,259
-1,774
-25% -$84.3K 0.08% 158
2025
Q3 		$355K Sell
7,033
-2,698
-28% -$135K 0.11% 138
2025
Q2 		$504K Sell
9,731
-1,529
-14% -$84.4K 0.17% 114
2025
Q1 		$673K Sell
11,260
-5,735
-34% -$345K 0.26% 95
2024
Q4 		$1.08M Sell
16,995
-1,608
-9% -$108K 0.39% 74
2024
Q3 		$1.37M Buy
18,603
+284
+2% +$19.7K 0.48% 67
2024
Q2 		$1.16M Buy
18,319
+34
+0.2% +$2.33K 0.45% 66
2024
Q1 		$1.28M Buy
18,285
+954
+6% +$62.1K 0.51% 65
2023
Q4 		$1.13M Sell
17,331
-15
-0.1% -$968 0.51% 66
2023
Q3 		$1.11M Buy
17,346
+4,010
+30% +$283K 0.58% 57
2023
Q2 		$1.02M Sell
13,336
-252
-2% -$21.5K 0.51% 62
2023
Q1 		$1.16M Buy
13,588
+169
+1% +$13.5K 0.62% 51
2022
Q4 		$1.13M Buy
13,419
+191
+1% +$15.6K 0.64% 51
2022
Q3 		$1.01M Sell
13,228
-14
-0.1% -$1.07K 0.62% 51
2022
Q2 		$999K Sell
13,242
-69
-0.5% -$4.83K 0.6% 56
2022
Q1 		$896K Buy
13,311
+216
+2% +$14.5K 0.45% 64
2021
Q4 		$882K Buy
+13,095
New +$832K 0.43% 71

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

Stiles Financial Services's GIS Position: Q1 2026 in Review

Stiles Financial Services sold out of General Mills (GIS) in Q1 2026, closing a stake of 5,259 shares — an estimated $245K sold.

Stiles Financial Services first reported a position in GIS in Q4 2021 and held it in 17 quarters. The position peaked at $1.37M in Q3 2024. 1,305 funds tracked by Wall St. Rank hold GIS as of Q1 2026.

  • Stiles Financial Services reported no remaining General Mills position as of Q1 2026 after selling out during the quarter.
  • Stiles Financial Services sold 5,259 General Mills shares in Q1 2026, an estimated $245K.
  • Stiles Financial Services first reported a position in General Mills in Q4 2021 and held it in 17 quarters.
  • Stiles Financial Services's General Mills position peaked at $1.37M in Q3 2024.
  • 1,305 funds tracked by Wall St. Rank held General Mills as of Q1 2026.

Based on Stiles Financial Services's 13F filing for Q1 2026, filed 30 Apr 2026.