Carson Wealth (CWM LLC)
C icon

Carson Wealth (CWM LLC)’s Citigroup C Stock Holding History

Carson Wealth (CWM LLC)’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 		$23.6M Buy
208,313
+21,945
+12% +$2.5M 0.06% 294
2025
Q4 		$21.7M Buy
186,368
+28,873
+18% +$3M 0.06% 295
2025
Q3 		$16M Buy
157,495
+16,337
+12% +$1.55M 0.05% 335
2025
Q2 		$12M Buy
141,158
+9,938
+8% +$718K 0.04% 352
2025
Q1 		$9.31M Buy
131,220
+32,272
+33% +$2.46M 0.04% 368
2024
Q4 		$6.96M Buy
98,948
+25,047
+34% +$1.69M 0.03% 401
2024
Q3 		$4.63M Buy
73,901
+8,097
+12% +$501K 0.02% 460
2024
Q2 		$4.18M Buy
65,804
+8,549
+15% +$527K 0.02% 459
2024
Q1 		$3.62M Buy
57,255
+18,406
+47% +$1.02M 0.02% 478
2023
Q4 		$2M Buy
38,849
+13,955
+56% +$618K 0.01% 578
2023
Q3 		$1.02M Sell
24,894
-10,483
-30% -$460K 0.01% 744
2023
Q2 		$1.63M Buy
35,377
+7,357
+26% +$345K 0.01% 567
2023
Q1 		$1.31M Buy
28,020
+9,017
+47% +$442K 0.01% 579
2022
Q4 		$860K Sell
19,003
-1,061
-5% -$48.2K 0.01% 658
2022
Q3 		$836K Buy
20,064
+179
+0.9% +$8.84K 0.01% 599
2022
Q2 		$915K Buy
19,885
+4,718
+31% +$236K 0.01% 582
2022
Q1 		$810K Buy
15,167
+1,633
+12% +$101K 0.01% 614
2021
Q4 		$817K Buy
+13,534
New +$900K 0.01% 619
2021
Q2 		$718K Hold
10,151
– – 0.01% 618
2021
Q1 		$718K Hold
10,151
– – 0.01% 618
2020
Q4 		$718K Hold
10,151
– – 0.01% 618
2020
Q3 		$718K Hold
10,151
– – 0.01% 618
2020
Q2 		$718K Hold
10,151
– – 0.01% 618
2020
Q1 		$718K Hold
10,151
– – 0.01% 618
2019
Q4 		$718K Hold
10,151
– – 0.01% 618
2019
Q3 		$718K Hold
10,151
– – 0.01% 618
2019
Q2 		$718K Hold
10,151
– – 0.01% 618
2019
Q1 		$718K Sell
10,151
-11,332
-53% -$704K 0.01% 618
2018
Q4 		$1.12M Sell
21,483
-156,410
-88% -$9.9M 0.03% 368
2018
Q3 		$12.8M Buy
177,893
+40,517
+29% +$2.86M 0.33% 81
2018
Q2 		$9.19M Buy
137,376
+32,129
+31% +$2.21M 0.3% 78
2018
Q1 		$7.1M Buy
105,247
+23,723
+29% +$1.78M 0.28% 79
2017
Q4 		$6.07M Buy
81,524
+29,287
+56% +$2.17M 0.27% 72
2017
Q3 		$3.8M Buy
52,237
+3,297
+7% +$225K 0.18% 98
2017
Q2 		$3.27M Buy
48,940
+37,907
+344% +$2.32M 0.17% 106
2017
Q1 		$660K Buy
11,033
+8,858
+407% +$524K 0.04% 213
2016
Q4 		$129K Buy
2,175
+770
+55% +$41.5K 0.01% 319
2016
Q3 		$66K Buy
1,405
+542
+63% +$24.7K ﹤0.01% 384
2016
Q2 		$37K Buy
863
+19
+2% +$840 ﹤0.01% 403
2016
Q1 		$35K Buy
844
+536
+174% +$22.4K ﹤0.01% 378
2015
Q4 		$16K Buy
308
+43
+16% +$2.28K ﹤0.01% 413
2015
Q3 		$13K Buy
+265
New +$14.5K ﹤0.01% 414
2014
Q1 		– Sell
-227
Closed -$12K – 198
2013
Q4 		$12K Buy
+227
New +$11.5K ﹤0.01% 423

Other funds holding C

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Carson Wealth (CWM LLC)'s C Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Citigroup (C) stake by 12% in Q1 2026, buying an estimated $2.5M and bringing the position to 208,313 shares worth $23.6M. The position accounts for 0.06% of the portfolio, ranked #294.

Carson Wealth (CWM LLC) first reported a position in C in Q4 2013 and has held it in 43 quarters since. 2,463 funds tracked by Wall St. Rank hold C as of Q1 2026.

  • Carson Wealth (CWM LLC) held 208,313 shares of Citigroup worth $23.6M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 21,945 Citigroup shares in Q1 2026, an estimated $2.5M.
  • Citigroup made up 0.06% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #294 holding.
  • Carson Wealth (CWM LLC) first reported a position in Citigroup in Q4 2013 and has held it in 43 quarters since.
  • 2,463 funds tracked by Wall St. Rank held Citigroup as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.