Linscomb Wealth, Inc. GIS General Mills Inc. COM

Ownership history in Linscomb Wealth, Inc.  ·  46 quarters on record

AI Ownership Summary

Linscomb Wealth, Inc. reported General Mills Inc. COM (GIS) in 46 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.43% in 2023 Q4. The latest visible filing shows GIS at 0.05% 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 Linscomb Wealth, 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 Q4

GIS was reported at 0.05% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.43% in 2023 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 Q4

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.

How Linscomb Wealth, 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 9 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 79.9% -18.8% 25,298 -100,492 -79.9% 0.05% $1.2M 2026-02-14 (Est.) $47.54
2025 Q3 ADDED 125,790 +4,714 +3.9% 0.27% $6.3M 2025-11-05 $44.99
2025 Q2 ADDED 121,076 +1,272 +1.1% 0.29% $6.3M 2025-08-04 $46.95
2025 Q1 ADDED 119,804 +4,277 +3.7% 0.36% $7.2M 2025-05-12 $51.90
2024 Q4 ADDED 115,527 +261 +0.2% 0.37% $7.4M 2025-02-05 $55.77
2024 Q3 REDUCED 115,266 -1,269 -1.1% 0.42% $8.5M 2024-11-06 $61.19
2024 Q2 ADDED 116,535 +34 +0.0% 0.38% $7.4M 2024-08-07 $63.31
2024 Q1 REDUCED 116,501 -2,029 -1.7% 0.42% $8.2M 2024-05-14 $64.53
2023 Q4 REDUCED 118,530 -3,220 -2.6% 0.43% $7.7M 2024-02-06 $58.55
37 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Linscomb Wealth, 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 Linscomb Wealth, Inc. reported owning GIS?

Linscomb Wealth, Inc. reported GIS across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported GIS position in Linscomb Wealth, Inc.'s portfolio?

The largest reported portfolio weight for GIS was 0.43% in 2023 Q4.

What is the latest reported GIS position on this page?

The most recent filing on this page is 2025 Q4, when Linscomb Wealth, Inc. reported 25,298 shares, equal to 0.05% of portfolio, with an estimated market value of $1.2M.

What does the chart on this GIS ownership page compare?

The chart compares Linscomb Wealth, 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 Linscomb Wealth, Inc. time their GIS position?

Based on 13F filing dates vs. subsequent GIS price moves, Linscomb Wealth, Inc. correctly timed 25 out of 42 reported position changes (60%). The annualised alpha on GIS relative to SPY over the holding period was -2.9%.

← Back to Linscomb Wealth, Inc. Holdings