GIS GENERAL MLS INC COM COM

Ownership history in LOWE BROCKENBROUGH & CO INC  ·  68 quarters on record

AI Ownership Summary

LOWE BROCKENBROUGH & CO INC reported GENERAL MLS INC COM COM (GIS) in 68 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 0.03% in 2023 Q4. The latest visible filing shows GIS at 0.01% 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 LOWE BROCKENBROUGH & CO INC's position in GENERAL MLS INC COM 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 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.03% 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 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.

How LOWE BROCKENBROUGH & CO INC held GIS — position size vs. price
% of Fund (quarterly)    GIS price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 8 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED 5,763 +550 +10.6% 0.01% $291K 2025-11-05 $44.99
2025 Q2 REDUCED 5,213 -367 -6.6% 0.02% $270K 2025-08-11 $47.26
2025 Q1 ADDED 5,580 +10 +0.2% 0.02% $334K 2025-05-13 $50.88
2024 Q4 REDUCED 5,570 -606 -9.8% 0.02% $355K 2025-02-11 $55.58
2024 Q3 ADDED 6,176 +196 +3.3% 0.03% $456K 2024-10-28 $63.31
2024 Q2 UNCHANGED 5,980 0% 0.03% $378K 2024-08-12 $62.81
2024 Q1 REDUCED 5,980 -258 -4.1% 0.03% $418K 2024-05-15 $63.60
2023 Q4 REDUCED 6,238 -325 -5.0% 0.03% $406K 2024-02-14 $56.33
60 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About LOWE BROCKENBROUGH & CO 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 LOWE BROCKENBROUGH & CO INC reported owning GIS?

LOWE BROCKENBROUGH & CO INC reported GIS across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported GIS position in LOWE BROCKENBROUGH & CO INC's portfolio?

The largest reported portfolio weight for GIS was 0.03% in 2023 Q4.

What is the latest reported GIS position on this page?

The most recent filing on this page is 2025 Q3, when LOWE BROCKENBROUGH & CO INC reported 5,763 shares, equal to 0.01% of portfolio, with an estimated market value of $291K.

What does the chart on this GIS ownership page compare?

The chart compares LOWE BROCKENBROUGH & CO 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.

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