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 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Boltwood Capital Management's C Position: Q2 2026 in Review

Boltwood Capital Management increased its Citigroup (C) stake by 22% in Q2 2026, buying an estimated $134K and bringing the position to 5,834 shares worth $817K. The position accounts for 0.19% of the portfolio, ranked #104.

Boltwood Capital Management first reported a position in C in Q3 2019 and has held it in 19 quarters since. The position peaked at $944K in Q4 2019. 2,625 funds tracked by Wall St. Rank hold C as of Q2 2026.

Boltwood Capital Management held 5,834 shares of Citigroup worth $817K as of Q2 2026.
Boltwood Capital Management bought 1,033 Citigroup shares in Q2 2026, an estimated $134K.
Citigroup made up 0.19% of Boltwood Capital Management's portfolio in Q2 2026, its #104 holding.
Boltwood Capital Management first reported a position in Citigroup in Q3 2019 and has held it in 19 quarters since.
Boltwood Capital Management's Citigroup position peaked at $944K in Q4 2019.
2,625 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Boltwood Capital Management's 13F filing for Q2 2026, filed 6 Jul 2026.