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Strategic Planning Inc’s General Mills GIS Stock Holding History

Strategic Planning Inc’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 		$1.96M Sell
52,751
-1,802
-3% -$78.2K 0.99% 24
2025
Q4 		$2.54M Sell
54,553
-3,372
-6% -$160K 1.37% 23
2025
Q3 		$2.92M Sell
57,925
-313
-0.5% -$15.7K 1.69% 23
2025
Q2 		$3.02M Sell
58,238
-93
-0.2% -$5.13K 1.81% 24
2025
Q1 		$3.49M Buy
+58,331
New +$3.5M 1.97% 20

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

Strategic Planning Inc's GIS Position: Q1 2026 in Review

Strategic Planning Inc reduced its General Mills (GIS) stake by 3.3% in Q1 2026, selling an estimated $78.2K and leaving 52,751 shares worth $1.96M. The position accounts for 0.99% of the portfolio, ranked #24.

Strategic Planning Inc first reported a position in GIS in Q1 2025 and has held it in 5 quarters since. The position peaked at $3.49M in Q1 2025. 1,303 funds tracked by Wall St. Rank hold GIS as of Q1 2026.

  • Strategic Planning Inc held 52,751 shares of General Mills worth $1.96M as of Q1 2026.
  • Strategic Planning Inc sold 1,802 General Mills shares in Q1 2026, an estimated $78.2K.
  • General Mills made up 0.99% of Strategic Planning Inc's portfolio in Q1 2026, its #24 holding.
  • Strategic Planning Inc first reported a position in General Mills in Q1 2025 and has held it in 5 quarters since.
  • Strategic Planning Inc's General Mills position peaked at $3.49M in Q1 2025.
  • 1,303 funds tracked by Wall St. Rank held General Mills as of Q1 2026.

Based on Strategic Planning Inc's 13F filing for Q1 2026, filed 18 May 2026.