WWM
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Western Wealth Management’s General Mills GIS Stock Holding History

Western Wealth Management’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 		$720K Sell
19,356
-26
-0.1% -$1.13K 0.03% 545
2025
Q4 		$901K Sell
19,382
-449
-2% -$21.3K 0.04% 375
2025
Q3 		$1,000K Sell
19,831
-822
-4% -$41.2K 0.05% 308
2025
Q2 		$1.07M Buy
20,653
+65
+0.3% +$3.59K 0.06% 259
2025
Q1 		$1.23M Hold
20,588
– – 0.08% 215
2024
Q4 		$1.31M Sell
20,588
-1,557
-7% -$104K 0.09% 207
2024
Q3 		$1.64M Sell
22,145
-10,943
-33% -$758K 0.09% 220
2024
Q2 		$2.09M Buy
33,088
+50
+0.2% +$3.43K 0.16% 127
2024
Q1 		$2.31M Buy
33,038
+200
+0.6% +$13K 0.18% 116
2023
Q4 		$2.14M Hold
32,838
– – 0.15% 140
2023
Q3 		$2.1M Buy
32,838
+27,800
+552% +$1.96M 0.18% 118
2023
Q2 		$386K Buy
5,038
+1
+0% +$85 0.03% 444
2023
Q1 		$430K Sell
5,037
-35
-0.7% -$2.79K 0.04% 406
2022
Q4 		$425K Sell
5,072
-6,338
-56% -$516K 0.04% 372
2022
Q3 		$876K Sell
11,410
-773
-6% -$58.9K 0.05% 336
2022
Q2 		$920K Sell
12,183
-1,677
-12% -$117K 0.05% 321
2022
Q1 		$939K Buy
13,860
+6,292
+83% +$422K 0.05% 347
2021
Q4 		$509K Buy
+7,568
New +$481K 0.05% 329
2021
Q2 		$449K Buy
7,407
+902
+14% +$55.8K 0.05% 382
2021
Q1 		$399K Buy
6,505
+170
+3% +$9.81K 0.05% 331
2020
Q4 		$372K Buy
6,335
+1,684
+36% +$102K 0.05% 308
2020
Q3 		$287K Buy
4,651
+3
+0.1% +$188 0.05% 342
2020
Q2 		$287K Buy
4,648
+53
+1% +$3.2K 0.05% 324
2020
Q1 		$245K Buy
4,595
+85
+2% +$4.49K 0.06% 301
2019
Q4 		$241K Sell
4,510
-177
-4% -$9.33K 0.04% 354
2019
Q3 		$260K Sell
4,687
-575
-11% -$31K 0.05% 322
2019
Q2 		$278K Sell
5,262
-371
-7% -$19.2K 0.04% 318
2019
Q1 		$294K Buy
+5,633
New +$255K 0.07% 295

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

Western Wealth Management's GIS Position: Q1 2026 in Review

Western Wealth Management reduced its General Mills (GIS) stake by 0.13% in Q1 2026, selling an estimated $1.13K and leaving 19,356 shares worth $720K. The position accounts for 0.03% of the portfolio, ranked #545.

Western Wealth Management first reported a position in GIS in Q1 2019 and has held it in 28 quarters since. The position peaked at $2.31M in Q1 2024. 1,303 funds tracked by Wall St. Rank hold GIS as of Q1 2026.

  • Western Wealth Management held 19,356 shares of General Mills worth $720K as of Q1 2026.
  • Western Wealth Management sold 26 General Mills shares in Q1 2026, an estimated $1.13K.
  • General Mills made up 0.03% of Western Wealth Management's portfolio in Q1 2026, its #545 holding.
  • Western Wealth Management first reported a position in General Mills in Q1 2019 and has held it in 28 quarters since.
  • Western Wealth Management's General Mills position peaked at $2.31M in Q1 2024.
  • 1,303 funds tracked by Wall St. Rank held General Mills as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.