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
Q2 		$385K Buy
2,752
+219
+9% +$28.5K 0.21% 85
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 $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

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

LeConte Wealth Management increased its Citigroup (C) stake by 8.6% in Q2 2026, buying an estimated $28.5K and bringing the position to 2,752 shares worth $385K. The position accounts for 0.21% of the portfolio, ranked #85.

LeConte Wealth Management first reported a position in C in Q2 2025 and has held it in 5 quarters since. 2,635 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • LeConte Wealth Management held 2,752 shares of Citigroup worth $385K as of Q2 2026.
  • LeConte Wealth Management bought 219 Citigroup shares in Q2 2026, an estimated $28.5K.
  • Citigroup made up 0.21% of LeConte Wealth Management's portfolio in Q2 2026, its #85 holding.
  • LeConte Wealth Management first reported a position in Citigroup in Q2 2025 and has held it in 5 quarters since.
  • 2,635 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on LeConte Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.