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Boltwood Capital Management’s Citigroup C Stock Holding History

Boltwood Capital Management’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
Q3 		$830K Buy
6,412
+578
+10% +$77.8K 0.19% 107
2026
Q2 		$817K Buy
5,834
+1,033
+22% +$134K 0.19% 104
2026
Q1 		$544K Buy
4,801
+908
+23% +$103K 0.14% 127
2025
Q4 		$454K Buy
3,893
+98
+3% +$10.2K 0.12% 130
2025
Q3 		$385K Buy
3,795
+350
+10% +$33.2K 0.1% 141
2025
Q2 		$293K Buy
+3,445
New +$249K 0.08% 154
2023
Q1 		– Sell
-8,783
Closed -$397K – 160
2022
Q4 		$397K Buy
8,783
+410
+5% +$18.6K 0.16% 110
2022
Q3 		$349K Buy
8,373
+765
+10% +$37.8K 0.16% 117
2022
Q2 		$350K Buy
7,608
+368
+5% +$18.4K 0.15% 118
2022
Q1 		$387K Sell
7,240
-545
-7% -$33.7K 0.15% 123
2021
Q4 		$470K Sell
7,785
-75
-1% -$4.99K 0.17% 114
2021
Q3 		$552K Buy
7,860
+85
+1% +$5.94K 0.22% 108
2021
Q2 		$550K Buy
7,775
+140
+2% +$10.4K 0.23% 104
2021
Q1 		$555K Buy
7,635
+995
+15% +$66.4K 0.25% 100
2020
Q4 		$409K Sell
6,640
-7,880
-54% -$401K 0.2% 110
2020
Q3 		$626K Buy
14,520
+575
+4% +$28.6K 0.35% 87
2020
Q2 		$713K Buy
13,945
+2,285
+20% +$108K 0.43% 76
2020
Q1 		$491K Sell
11,660
-160
-1% -$10.7K 0.35% 85
2019
Q4 		$944K Buy
11,820
+40
+0.3% +$2.96K 0.53% 66
2019
Q3 		$814K Buy
+11,780
New +$801K 0.51% 68

Other funds holding C

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
AIM
Avity Investment Management Greenwich, Connecticut $1.6B AUM 32.15% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
AMBIA
Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $673M AUM 20.03% 1-Year Est. Return
EIA
Eastover Investment Advisors Charlotte, North Carolina $257M AUM 14.8% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Boltwood Capital Management's C Position: Q3 2026 in Review

Boltwood Capital Management increased its Citigroup (C) stake by 9.9% in Q3 2026, buying an estimated $77.8K and bringing the position to 6,412 shares worth $830K. The position accounts for 0.19% of the portfolio, ranked #107.

Boltwood Capital Management first reported a position in C in Q3 2019 and has held it in 20 quarters since. The position peaked at $944K in Q4 2019. 118 funds tracked by Wall St. Rank hold C as of Q3 2026.

  • Boltwood Capital Management held 6,412 shares of Citigroup worth $830K as of Q3 2026.
  • Boltwood Capital Management bought 578 Citigroup shares in Q3 2026, an estimated $77.8K.
  • Citigroup made up 0.19% of Boltwood Capital Management's portfolio in Q3 2026, its #107 holding.
  • Boltwood Capital Management first reported a position in Citigroup in Q3 2019 and has held it in 20 quarters since.
  • Boltwood Capital Management's Citigroup position peaked at $944K in Q4 2019.
  • 118 funds tracked by Wall St. Rank held Citigroup as of Q3 2026.

Based on Boltwood Capital Management's 13F filing for Q3 2026, filed 2 Oct 2026.