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Summit Trail Advisors’s General Mills GIS Stock Holding History

Summit Trail 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 		$1.51M Buy
40,440
+6,723
+20% +$292K 0.02% 722
2025
Q4 		$1.57M Sell
33,717
-9,064
-21% -$431K 0.03% 558
2025
Q3 		$2.16M Buy
42,781
+30,357
+244% +$1.52M 0.03% 408
2025
Q2 		$644K Buy
+12,424
New +$686K 0.01% 637
2024
Q4 		– Sell
-5,311
Closed -$392K – 528
2024
Q3 		$392K Sell
5,311
-1,903
-26% -$132K 0.01% 464
2024
Q2 		$456K Buy
7,214
+2,312
+47% +$159K 0.01% 390
2024
Q1 		$343K Sell
4,902
-892
-15% -$58.1K 0.01% 422
2023
Q4 		$377K Buy
5,794
+730
+14% +$47.1K 0.01% 336
2023
Q3 		$324K Buy
5,064
+545
+12% +$38.5K 0.01% 358
2023
Q2 		$347K Buy
4,519
+1,533
+51% +$131K 0.01% 343
2023
Q1 		$255K Buy
+2,986
New +$238K 0.01% 351
2018
Q1 		– Sell
-6,612
Closed -$394K – 904
2017
Q4 		$394K Buy
+6,612
New +$358K 0.05% 265

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

Summit Trail Advisors's GIS Position: Q1 2026 in Review

Summit Trail Advisors increased its General Mills (GIS) stake by 20% in Q1 2026, buying an estimated $292K and bringing the position to 40,440 shares worth $1.51M. The position accounts for 0.02% of the portfolio, ranked #722.

Summit Trail Advisors first reported a position in GIS in Q4 2017 and has held it in 12 quarters since. The position peaked at $2.16M in Q3 2025. 1,303 funds tracked by Wall St. Rank hold GIS as of Q1 2026.

  • Summit Trail Advisors held 40,440 shares of General Mills worth $1.51M as of Q1 2026.
  • Summit Trail Advisors bought 6,723 General Mills shares in Q1 2026, an estimated $292K.
  • General Mills made up 0.02% of Summit Trail Advisors's portfolio in Q1 2026, its #722 holding.
  • Summit Trail Advisors first reported a position in General Mills in Q4 2017 and has held it in 12 quarters since.
  • Summit Trail Advisors's General Mills position peaked at $2.16M in Q3 2025.
  • 1,303 funds tracked by Wall St. Rank held General Mills as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.