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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
Q2 		$735K Buy
21,127
+1,771
+9% +$61.2K 0.02% 565
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 0.07% 263
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Western Wealth Management's GIS Position: Q2 2026 in Review

Western Wealth Management increased its General Mills (GIS) stake by 9.1% in Q2 2026, buying an estimated $61.2K and bringing the position to 21,127 shares worth $735K. The position accounts for 0.02% of the portfolio, ranked #565.

Western Wealth Management first reported a position in GIS in Q1 2019 and has held it in 29 quarters since. The position peaked at $2.31M in Q1 2024. 1,337 funds tracked by Wall St. Rank hold GIS as of Q2 2026.

  • Western Wealth Management held 21,127 shares of General Mills worth $735K as of Q2 2026.
  • Western Wealth Management bought 1,771 General Mills shares in Q2 2026, an estimated $61.2K.
  • General Mills made up 0.02% of Western Wealth Management's portfolio in Q2 2026, its #565 holding.
  • Western Wealth Management first reported a position in General Mills in Q1 2019 and has held it in 29 quarters since.
  • Western Wealth Management's General Mills position peaked at $2.31M in Q1 2024.
  • 1,337 funds tracked by Wall St. Rank held General Mills as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.