Analyst IMS Investment Management Services’s Citigroup C Stock Holding History

Analyst IMS Investment Management Services’s Portfolio C Stock Details C Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.82M	Buy	24,853 +200	+0.8%	+$22.8K	0.09%	53
2025 Q4	$2.88M	Hold	24,653	–	–	0.08%	50
2025 Q3	$2.5M	Hold	24,653	–	–	0.08%	55
2025 Q2	$2.1M	Hold	24,653	–	–	0.07%	65
2025 Q1	$1.75M	Hold	24,653	–	–	0.07%	67
2024 Q4	$1.74M	Hold	24,653	–	–	0.06%	66
2024 Q3	$1.54M	Hold	24,653	–	–	0.06%	66
2024 Q2	$1.56M	Hold	24,653	–	–	0.06%	54
2024 Q1	$1.56M	Hold	24,653	–	–	0.07%	53
2023 Q4	$1.27M	Hold	24,653	–	–	0.07%	52
2023 Q3	$1.02M	Hold	24,653	–	–	0.06%	53
2023 Q2	$1.14M	Hold	24,653	–	–	0.08%	48
2023 Q1	$1.14M	Sell	24,653 -4,670	-16%	-$229K	0.09%	49
2022 Q4	$1.32M	Sell	29,323 -557	-2%	-$25.3K	0.11%	43
2022 Q3	$1.27M	Sell	29,880 -2,222	-7%	-$110K	0.12%	45
2022 Q2	$1.48M	Sell	32,102 -9	-0%	-$450	0.14%	45
2022 Q1	$1.71M	Buy	32,111 +140	+0.4%	+$8.65K	0.15%	44
2021 Q4	$1.93M	Buy	31,971 +449	+1%	+$29.9K	0.18%	48
2021 Q3	$2.21M	Sell	31,522 -386	-1%	-$27K	0.27%	41
2021 Q2	$2.26M	Buy	31,908 +138	+0.4%	+$10.2K	0.27%	40
2021 Q1	$2.31M	Buy	31,770 +12	+0%	+$801	0.31%	39
2020 Q4	$1.96M	Buy	31,758 +2,238	+8%	+$114K	0.33%	36
2020 Q3	$1.27M	Buy	29,520 +675	+2%	+$33.6K	0.26%	42
2020 Q2	$1.47M	Buy	28,845 +231	+0.8%	+$11K	0.34%	36
2020 Q1	$1.21M	Buy	28,614 +542	+2%	+$36.4K	0.39%	32
2019 Q4	$2.24M	Sell	28,072 -1,363	-5%	-$101K	0.61%	28
2019 Q3	$2.03M	Sell	29,435 -362	-1%	-$24.6K	0.6%	26
2019 Q2	$2.09M	Sell	29,797 -463	-2%	-$31K	0.62%	28
2019 Q1	$1.88M	Sell	30,260 -31,120	-51%	-$1.93M	0.58%	31
2018 Q4	$3.19K	Buy	61,380 +33,779	+122%	+$2.14M	0.51%	24
2018 Q3	$2.01K	Sell	27,601 -4,666	-14%	-$330K	0.32%	30
2018 Q2	$2.16M	Sell	32,267 -780	-2%	-$53.7K	0.66%	30
2018 Q1	$2.23M	Sell	33,047 -1,122	-3%	-$84.3K	0.7%	32
2017 Q4	$2.54M	Sell	34,169 -4,325	-11%	-$320K	0.78%	32
2017 Q3	$2.79M	Sell	38,494 -1,150	-3%	-$78.5K	0.92%	28
2017 Q2	$2.65M	Sell	39,644 -454	-1%	-$27.8K	0.94%	28
2017 Q1	$2.39M	Sell	40,098 -92	-0.2%	-$5.44K	0.93%	28
2016 Q4	$2.39M	Sell	40,190 -5,668	-12%	-$306K	1.04%	25
2016 Q3	$2.17M	Sell	45,858 -1,556	-3%	-$70.8K	0.92%	28
2016 Q2	$2.01M	Sell	47,414 -5,131	-10%	-$227K	0.85%	30
2016 Q1	$2.19M	Sell	52,545 -401	-0.8%	-$16.8K	0.94%	31
2015 Q4	$2.74M	Sell	52,946 -2,810	-5%	-$149K	1.14%	27
2015 Q3	$2.77M	Sell	55,756 -2,618	-4%	-$143K	1.17%	28
2015 Q2	$3.23M	Sell	58,374 -6,033	-9%	-$328K	1.26%	26
2015 Q1	$3.32M	Buy	64,407 +5,846	+10%	+$298K	1.29%	21
2014 Q4	$3.17M	Buy	+58,561	New	+$3.11M	1.22%	20

Other funds holding C

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Analyst IMS Investment Management Services's C Position: Q1 2026 in Review

Analyst IMS Investment Management Services increased its Citigroup (C) stake by 0.81% in Q1 2026, buying an estimated $22.8K and bringing the position to 24,853 shares worth $2.82M. The position accounts for 0.09% of the portfolio, ranked #53.

Analyst IMS Investment Management Services first reported a position in C in Q4 2014 and has held it in 46 quarters since. The position peaked at $3.32M in Q1 2015. 2,454 funds tracked by Wall St. Rank hold C as of Q1 2026.

Analyst IMS Investment Management Services held 24,853 shares of Citigroup worth $2.82M as of Q1 2026.
Analyst IMS Investment Management Services bought 200 Citigroup shares in Q1 2026, an estimated $22.8K.
Citigroup made up 0.09% of Analyst IMS Investment Management Services's portfolio in Q1 2026, its #53 holding.
Analyst IMS Investment Management Services first reported a position in Citigroup in Q4 2014 and has held it in 46 quarters since.
Analyst IMS Investment Management Services's Citigroup position peaked at $3.32M in Q1 2015.
2,454 funds tracked by Wall St. Rank held Citigroup as of Q1 2026.

Based on Analyst IMS Investment Management Services's 13F filing for Q1 2026, filed 23 Apr 2026.