Bard Financial Services, Inc. GIS — GENERAL MILLS INC COM

Ownership history in Bard Financial Services, Inc.  ·  20 quarters on record

AI Ownership Summary

Bard Financial Services, Inc. reported GENERAL MILLS INC COM (GIS) in 20 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 0.82% in 2024 Q4. The latest visible filing shows GIS at 0.60% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this GIS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Bard Financial Services, Inc.'s position in GENERAL MILLS INC COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

GIS was reported at 0.60% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.82% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

GIS stock page Bard Financial Services, Inc. fund profile Bard Financial Services, Inc. full holdings
How Bard Financial Services, Inc. held GIS — position size vs. price
% of Fund (quarterly)    GIS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED — — — 108,025 +1,580 +1.5% 0.60% $5.4M 2025-11-14 (Est.) $45.98
2025 Q2 REDUCED — — — 106,445 -2,130 -2.0% 0.66% $5.5M 2025-07-08 $49.06
2025 Q1 ADDED — — — 108,575 +775 +0.7% 0.79% $6.5M 2025-04-15 $54.74
2024 Q4 ADDED — — — 107,800 +63,675 +144.3% 0.82% $6.9M 2025-01-06 $57.03
2024 Q3 REDUCED 59.1% -13.5% ✅ 44,125 -63,650 -59.1% 0.67% $3.3M 2024-10-04 $67.69
2024 Q2 ADDED — — — 107,775 +975 +0.9% 0.70% $6.8M 2024-07-09 $57.10
2024 Q1 REDUCED — — — 106,800 -575 -0.5% 0.79% $7.5M 2024-05-06 $62.97
2023 Q4 ADDED — — — 107,375 +2,015 +1.9% 0.78% $7.0M 2024-02-09 $56.30
12 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding GIS

As of 2026 Q1 — sorted by position size

Owlhouse Capital LP 5.76% Ritter Alpha, LP 5.07% Mountain Hill Investment Partners Corp. 3.6% ADVOCATE GROUP LLC 3Y 3.19% Clear Trail Advisors, LLC 3.12% Fluent Financial, LLC 3Y 7Y 2.46% INTEGRITY ALLIANCE, LLC. 2.3% Palouse Capital Management, Inc. 3Y 7Y 2.01% Measured Risk Portfolios, Inc. 2.0% BONTEMPO OHLY CAPITAL MGMT LLC 3Y 7Y 1.85%

FAQ About Bard Financial Services, Inc. and GIS

These are the practical questions this page is built to answer before you even open the full history table.

How long has Bard Financial Services, Inc. reported owning GIS?

Bard Financial Services, Inc. reported GIS across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported GIS position in Bard Financial Services, Inc.'s portfolio?

The largest reported portfolio weight for GIS was 0.82% in 2024 Q4.

What is the latest reported GIS position on this page?

The most recent filing on this page is 2025 Q3, when Bard Financial Services, Inc. reported 108,025 shares, equal to 0.60% of portfolio, with an estimated market value of $5.4M.

What does the chart on this GIS ownership page compare?

The chart compares Bard Financial Services, Inc.'s quarterly GIS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Bard Financial Services, Inc. time their GIS position?

Based on 13F filing dates vs. subsequent GIS price moves, Bard Financial Services, Inc. correctly timed 13 out of 18 reported position changes (72%). The annualised alpha on GIS relative to SPY over the holding period was -13.6%.

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