Laidlaw Wealth Management’s Citigroup C Stock Holding History

Laidlaw Wealth 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	$295K	Buy	+2,110	New	+$275K	0.84%	42
2023 Q3	–	Sell	-6,673	Closed	-$307K	–	281
2023 Q2	$307K	Buy	6,673 +1,903	+40%	+$89.1K	0.06%	262
2023 Q1	$224K	Buy	4,770 +4	+0.1%	+$196	0.05%	311
2022 Q4	$216K	Sell	4,766 -36	-0.7%	-$1.64K	0.05%	324
2022 Q3	$200K	Sell	4,802 -6,783	-59%	-$335K	0.05%	300
2022 Q2	$533K	Buy	11,585 +6,464	+126%	+$323K	0.11%	192
2022 Q1	$273K	Sell	5,121 -918	-15%	-$56.7K	0.05%	319
2021 Q4	$365K	Buy	+6,039	New	+$402K	0.06%	271
2021 Q1	–	Sell	-3,972	Closed	-$245K	–	238
2020 Q4	$245K	Buy	+3,972	New	+$202K	0.05%	306
2020 Q1	–	Sell	-3,784	Closed	-$302K	–	155
2019 Q4	$302K	Buy	+3,784	New	+$280K	0.19%	128

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 $3.38T AUM 44.17% 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

Laidlaw Wealth Management's C Position: Q2 2026 in Review

Laidlaw Wealth Management opened a new position in Citigroup (C) in Q2 2026: 2,110 shares worth $295K. The stake represents 0.84% of the portfolio and ranks #42 among its holdings. This is a return to the name: Laidlaw Wealth Management previously reported a position in C as recently as Q2 2023.

Laidlaw Wealth Management first reported a position in C in Q4 2019 and has held it in 10 quarters since. The position peaked at $533K in Q2 2022. 2,648 funds tracked by Wall St. Rank hold C as of Q2 2026.

Laidlaw Wealth Management held 2,110 shares of Citigroup worth $295K as of Q2 2026.
Citigroup was a new Laidlaw Wealth Management position in Q2 2026.
Citigroup made up 0.84% of Laidlaw Wealth Management's portfolio in Q2 2026, its #42 holding.
Laidlaw Wealth Management first reported a position in Citigroup in Q4 2019 and has held it in 10 quarters since.
Laidlaw Wealth Management's Citigroup position peaked at $533K in Q2 2022.
2,648 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Laidlaw Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.