Summit Financial Wealth Advisors’s General Mills GIS Stock Holding History

Summit Financial Wealth Advisors’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	-5,562	Closed	-$259K	–	203
2025 Q4	$259K	Buy	+5,562	New	+$264K	0.04%	167
2025 Q1	–	Sell	-3,550	Closed	-$213K	–	154
2024 Q4	$213K	Hold	3,550	–	–	0.04%	143
2024 Q3	$262K	Hold	3,550	–	–	0.05%	127
2024 Q2	$225K	Hold	3,550	–	–	0.05%	126
2024 Q1	$248K	Buy	+3,550	New	+$231K	0.05%	116
2023 Q3	–	Sell	-4,000	Closed	-$307K	–	125
2023 Q2	$307K	Hold	4,000	–	–	0.07%	101
2023 Q1	$342K	Buy	4,000 +1,000	+33%	+$79.9K	0.08%	100
2022 Q4	$252K	Hold	3,000	–	–	0.06%	114
2022 Q3	$240K	Hold	3,000	–	–	0.07%	109
2022 Q2	$223K	Sell	3,000 -1,000	-25%	-$70K	0.05%	119
2022 Q1	$271K	Hold	4,000	–	–	0.05%	109
2021 Q4	$272K	Hold	4,000	–	–	0.05%	114
2021 Q3	$239K	Hold	4,000	–	–	0.05%	114
2021 Q2	$244K	Buy	+4,000	New	+$247K	0.06%	109
2020 Q1	–	Sell	-4,174	Closed	-$222K	–	128
2019 Q4	$222K	Hold	4,174	–	–	0.05%	126
2019 Q3	$227K	Buy	4,174 +52	+1%	+$2.8K	0.06%	131
2019 Q2	$216K	Hold	4,122	–	–	0.05%	139
2019 Q1	$207K	Buy	+4,122	New	+$187K	0.05%	126

Other funds holding GIS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Summit Financial Wealth Advisors's GIS Position: Q1 2026 in Review

Summit Financial Wealth Advisors sold out of General Mills (GIS) in Q1 2026, closing a stake of 5,562 shares — an estimated $259K sold.

Summit Financial Wealth Advisors first reported a position in GIS in Q1 2019 and held it in 18 quarters. The position peaked at $342K in Q1 2023. 1,310 funds tracked by Wall St. Rank hold GIS as of Q1 2026.

Summit Financial Wealth Advisors reported no remaining General Mills position as of Q1 2026 after selling out during the quarter.
Summit Financial Wealth Advisors sold 5,562 General Mills shares in Q1 2026, an estimated $259K.
Summit Financial Wealth Advisors first reported a position in General Mills in Q1 2019 and held it in 18 quarters.
Summit Financial Wealth Advisors's General Mills position peaked at $342K in Q1 2023.
1,310 funds tracked by Wall St. Rank held General Mills as of Q1 2026.

Based on Summit Financial Wealth Advisors's 13F filing for Q1 2026, filed 26 May 2026.