LIA
C icon

LBMC Investment Advisors’s Citigroup C Stock Holding History

LBMC Investment Advisors’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 		$1.19M Sell
8,479
-1,500
-15% -$195K 0.06% 105
2026
Q1 		$1.13M Hold
9,979
– – 0.07% 101
2025
Q4 		$1.16M Hold
9,979
– – 0.07% 94
2025
Q3 		$1.01M Buy
+9,979
New +$947K 0.06% 101

Other funds holding C

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
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
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LBMC Investment Advisors's C Position: Q2 2026 in Review

LBMC Investment Advisors reduced its Citigroup (C) stake by 15% in Q2 2026, selling an estimated $195K and leaving 8,479 shares worth $1.19M. The position accounts for 0.06% of the portfolio, ranked #105.

LBMC Investment Advisors first reported a position in C in Q3 2025 and has held it in 4 quarters since. 2,630 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • LBMC Investment Advisors held 8,479 shares of Citigroup worth $1.19M as of Q2 2026.
  • LBMC Investment Advisors sold 1,500 Citigroup shares in Q2 2026, an estimated $195K.
  • Citigroup made up 0.06% of LBMC Investment Advisors's portfolio in Q2 2026, its #105 holding.
  • LBMC Investment Advisors first reported a position in Citigroup in Q3 2025 and has held it in 4 quarters since.
  • 2,630 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on LBMC Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.