SEC 13F Intelligence

Philip James Wealth Mangement, LLC / GIS

Philip James Wealth Mangement, LLC’s General Mills Inc Position

Does Philip James Wealth Mangement, LLC own General Mills Inc (GIS)? Yes — 335.1K shares worth $12M (+1.43% of its 13F portfolio) as of Q1 2026, up from 249.6K shares the prior filed quarter.

Position Value
$12M
Q1 2026
Shares
335.1K
% of Portfolio
+1.43%
Quarters Held
7
currently held

Position History GIS

Reported value by quarter
Q3 ’24: $276,716Q3 ’24Q4 ’24: $442,054Q4 ’24Q1 ’25: $853,263Q1 ’25Q2 ’25: $7MQ2 ’25Q3 ’25: $10MQ3 ’25Q4 ’25: $12MQ4 ’25Q1 ’26: $12MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026335.1K$12M+1.43%
Q4 2025249.6K$12M+1.34%
Q3 2025208.2K$10M+1.22%
Q2 2025134.3K$7M+0.89%
Q1 202514.3K$853,263+0.10%
Q4 20246.9K$442,054+0.06%
Q3 20243.7K$276,716+0.03%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Philip James Wealth Mangement, LLC’s full portfolio or all institutional holders of GIS.