LWM
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LeConte Wealth Management’s Citigroup C Stock Holding History

LeConte 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
Q1 		$287K Buy
2,533
+31
+1% +$3.53K 0.19% 95
2025
Q4 		$292K Buy
2,502
+94
+4% +$9.76K 0.19% 84
2025
Q3 		$244K Sell
2,408
-149
-6% -$14.1K 0.16% 99
2025
Q2 		$218K Buy
+2,557
New +$185K 0.15% 90

Other funds holding C

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LeConte Wealth Management's C Position: Q1 2026 in Review

LeConte Wealth Management increased its Citigroup (C) stake by 1.2% in Q1 2026, buying an estimated $3.53K and bringing the position to 2,533 shares worth $287K. The position accounts for 0.19% of the portfolio, ranked #95.

LeConte Wealth Management first reported a position in C in Q2 2025 and has held it in 4 quarters since. The position peaked at $292K in Q4 2025. 2,455 funds tracked by Wall St. Rank hold C as of Q1 2026.

  • LeConte Wealth Management held 2,533 shares of Citigroup worth $287K as of Q1 2026.
  • LeConte Wealth Management bought 31 Citigroup shares in Q1 2026, an estimated $3.53K.
  • Citigroup made up 0.19% of LeConte Wealth Management's portfolio in Q1 2026, its #95 holding.
  • LeConte Wealth Management first reported a position in Citigroup in Q2 2025 and has held it in 4 quarters since.
  • LeConte Wealth Management's Citigroup position peaked at $292K in Q4 2025.
  • 2,455 funds tracked by Wall St. Rank held Citigroup as of Q1 2026.

Based on LeConte Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.