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Williams Jones Wealth Management’s General Mills GIS Stock Holding History

Williams Jones 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 		$4.83M Sell
138,906
-154
-0.1% -$5.32K 0.05% 140
2026
Q1 		$5.18M Hold
139,060
– – 0.06% 128
2025
Q4 		$6.47M Sell
139,060
-9,876
-7% -$469K 0.07% 120
2025
Q3 		$7.51M Hold
148,936
– – 0.09% 112
2025
Q2 		$7.72M Sell
148,936
-260
-0.2% -$14.3K 0.09% 111
2025
Q1 		$8.92M Buy
149,196
+78
+0.1% +$4.68K 0.11% 104
2024
Q4 		$9.51M Sell
149,118
-3
-0% -$201 0.11% 106
2024
Q3 		$11M Buy
149,121
+3
+0% +$208 0.13% 105
2024
Q2 		$9.43M Sell
149,118
-790
-0.5% -$54.2K 0.12% 108
2024
Q1 		$10.5M Sell
149,908
-635
-0.4% -$41.3K 0.13% 101
2023
Q4 		$9.81M Hold
150,543
– – 0.14% 103
2023
Q3 		$9.63M Sell
150,543
-320
-0.2% -$22.6K 0.15% 101
2023
Q2 		$11.6M Sell
150,863
-5,050
-3% -$432K 0.17% 92
2023
Q1 		$13.3M Sell
155,913
-299
-0.2% -$23.9K 0.21% 87
2022
Q4 		$13.1M Buy
156,212
+128
+0.1% +$10.4K 0.22% 83
2022
Q3 		$12M Buy
156,084
+800
+0.5% +$61K 0.21% 86
2022
Q2 		$11.7M Buy
155,284
+95,877
+161% +$6.72M 0.19% 92
2022
Q1 		$4.02M Buy
59,407
+53,353
+881% +$3.58M 0.06% 152
2021
Q4 		$408K Buy
6,054
+28
+0.5% +$1.78K 0.01% 357
2021
Q3 		$360K Sell
6,026
-1,081
-15% -$63.9K 0.01% 370
2021
Q2 		$433K Sell
7,107
-8,266
-54% -$511K 0.01% 340
2021
Q1 		$943K Buy
15,373
+572
+4% +$33K 0.01% 248
2020
Q4 		$870K Buy
14,801
+973
+7% +$58.9K 0.01% 234
2020
Q3 		$853K Hold
13,828
– – 0.02% 214
2020
Q2 		$852K Buy
13,828
+31
+0.2% +$1.87K 0.02% 210
2020
Q1 		$728K Buy
13,797
+128
+0.9% +$6.76K 0.02% 196
2019
Q4 		$732K Hold
13,669
– – 0.01% 235
2019
Q3 		$753K Buy
+13,669
New +$737K 0.02% 225

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

Williams Jones Wealth Management's GIS Position: Q2 2026 in Review

Williams Jones Wealth Management reduced its General Mills (GIS) stake by 0.11% in Q2 2026, selling an estimated $5.32K and leaving 138,906 shares worth $4.83M. The position accounts for 0.05% of the portfolio, ranked #140.

Williams Jones Wealth Management first reported a position in GIS in Q3 2019 and has held it in 28 quarters since. The position peaked at $13.3M in Q1 2023. 1,332 funds tracked by Wall St. Rank hold GIS as of Q2 2026.

  • Williams Jones Wealth Management held 138,906 shares of General Mills worth $4.83M as of Q2 2026.
  • Williams Jones Wealth Management sold 154 General Mills shares in Q2 2026, an estimated $5.32K.
  • General Mills made up 0.05% of Williams Jones Wealth Management's portfolio in Q2 2026, its #140 holding.
  • Williams Jones Wealth Management first reported a position in General Mills in Q3 2019 and has held it in 28 quarters since.
  • Williams Jones Wealth Management's General Mills position peaked at $13.3M in Q1 2023.
  • 1,332 funds tracked by Wall St. Rank held General Mills as of Q2 2026.

Based on Williams Jones Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.