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Widmann Financial Services’s General Mills GIS Stock Holding History

Widmann Financial Services’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 		$618K Buy
17,772
+237
+1% +$8.18K 0.33% 75
2026
Q1 		$653K Buy
17,535
+1
+0% +$43 0.39% 64
2025
Q4 		$815K Buy
17,534
+316
+2% +$15K 0.5% 59
2025
Q3 		$868K Buy
17,218
+1
+0% +$50 0.55% 52
2025
Q2 		$892K Sell
17,217
-229
-1% -$12.6K 0.62% 48
2025
Q1 		$1.04M Buy
17,446
+1,263
+8% +$75.9K 0.81% 37
2024
Q4 		$1.03M Sell
16,183
-400
-2% -$26.8K 0.8% 40
2024
Q3 		$1.22M Sell
16,583
-89
-0.5% -$6.17K 0.93% 34
2024
Q2 		$1.05M Buy
16,672
+35
+0.2% +$2.4K 0.86% 35
2024
Q1 		$1.16M Sell
16,637
-579
-3% -$37.7K 0.98% 35
2023
Q4 		$1.12M Buy
17,216
+145
+0.8% +$9.36K 1.01% 35
2023
Q3 		$1.09M Buy
17,071
+110
+0.6% +$7.77K 1.09% 31
2023
Q2 		$1.3M Hold
16,961
– – 1.24% 27
2023
Q1 		$1.45M Buy
16,961
+86
+0.5% +$6.87K 1.46% 24
2022
Q4 		$1.41M Sell
16,875
-399
-2% -$32.5K 1.48% 23
2022
Q3 		$1.32M Sell
17,274
-210
-1% -$16K 1.47% 22
2022
Q2 		$1.32M Buy
17,484
+56
+0.3% +$3.92K 1.36% 24
2022
Q1 		$1.18M Sell
17,428
-232
-1% -$15.6K 1.05% 33
2021
Q4 		$1.19M Buy
+17,660
New +$1.12M 0.98% 32

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

Widmann Financial Services's GIS Position: Q2 2026 in Review

Widmann Financial Services increased its General Mills (GIS) stake by 1.4% in Q2 2026, buying an estimated $8.18K and bringing the position to 17,772 shares worth $618K. The position accounts for 0.33% of the portfolio, ranked #75.

Widmann Financial Services first reported a position in GIS in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.45M in Q1 2023. 1,338 funds tracked by Wall St. Rank hold GIS as of Q2 2026.

  • Widmann Financial Services held 17,772 shares of General Mills worth $618K as of Q2 2026.
  • Widmann Financial Services bought 237 General Mills shares in Q2 2026, an estimated $8.18K.
  • General Mills made up 0.33% of Widmann Financial Services's portfolio in Q2 2026, its #75 holding.
  • Widmann Financial Services first reported a position in General Mills in Q4 2021 and has held it in 19 quarters since.
  • Widmann Financial Services's General Mills position peaked at $1.45M in Q1 2023.
  • 1,338 funds tracked by Wall St. Rank held General Mills as of Q2 2026.

Based on Widmann Financial Services's 13F filing for Q2 2026, filed 14 Aug 2026.