Linscomb Wealth’s Citigroup C Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$12.4M Sell
109,565
-30,796
-22% -$3.51M 0.55% 33
2025
Q4
$16.4M Sell
140,361
-844
-0.6% -$87.6K 0.69% 25
2025
Q3
$14.3M Sell
141,205
-1,700
-1% -$161K 0.62% 26
2025
Q2
$12.2M Buy
142,905
+3,202
+2% +$231K 0.56% 33
2025
Q1
$9.92M Sell
139,703
-1,169
-0.8% -$89.1K 0.49% 44
2024
Q4
$9.92M Buy
140,872
+140
+0.1% +$9.44K 0.49% 43
2024
Q3
$8.81M Sell
140,732
-3,484
-2% -$215K 0.44% 51
2024
Q2
$9.15M Sell
144,216
-550
-0.4% -$33.9K 0.47% 46
2024
Q1
$9.15M Buy
144,766
+980
+0.7% +$54.5K 0.47% 47
2023
Q4
$7.4M Sell
143,786
-4,683
-3% -$207K 0.41% 62
2023
Q3
$6.11M Sell
148,469
-5,364
-3% -$235K 0.36% 70
2023
Q2
$7.08M Sell
153,833
-6,314
-4% -$296K 0.38% 63
2023
Q1
$7.51M Buy
160,147
+2,108
+1% +$103K 0.39% 65
2022
Q4
$7.15M Buy
158,039
+3,745
+2% +$170K 0.36% 66
2022
Q3
$6.43M Buy
154,294
+4,455
+3% +$220K 0.39% 67
2022
Q2
$6.89M Buy
149,839
+3,863
+3% +$193K 0.4% 68
2022
Q1
$7.79M Sell
145,976
-6,254
-4% -$386K 0.37% 70
2021
Q4
$9.19M Buy
152,230
+4,076
+3% +$271K 0.44% 56
2021
Q3
$10.4M Buy
148,154
+238
+0.2% +$16.6K 0.54% 44
2021
Q2
$10.5M Buy
147,916
+5,785
+4% +$428K 0.54% 40
2021
Q1
$10.3M Buy
142,131
+5,812
+4% +$388K 0.56% 37
2020
Q4
$8.4M Buy
136,319
+12,431
+10% +$632K 0.5% 44
2020
Q3
$5.34M Buy
123,888
+8,204
+7% +$409K 0.37% 68
2020
Q2
$5.91M Buy
115,684
+38,873
+51% +$1.84M 0.43% 61
2020
Q1
$3.23M Buy
76,811
+12,278
+19% +$824K 0.29% 70
2019
Q4
$5.16M Buy
64,533
+5,185
+9% +$383K 0.34% 53
2019
Q3
$4.1M Buy
59,348
+4,504
+8% +$306K 0.33% 62
2019
Q2
$3.84M Buy
54,844
+2,307
+4% +$154K 0.32% 62
2019
Q1
$3.27M Buy
52,537
+5,928
+13% +$368K 0.28% 68
2018
Q4
$2.43M Buy
46,609
+34,316
+279% +$2.17M 0.23% 73
2018
Q3
$882K Buy
12,293
+1,237
+11% +$87.5K 0.07% 129
2018
Q2
$740K Buy
11,056
+1,532
+16% +$105K 0.06% 137
2018
Q1
$643K Buy
9,524
+737
+8% +$55.4K 0.05% 147
2017
Q4
$654K Buy
8,787
+654
+8% +$48.4K 0.05% 153
2017
Q3
$592K Buy
8,133
+1,616
+25% +$110K 0.05% 151
2017
Q2
$436K Buy
+6,517
New +$400K 0.04% 178

Other funds holding C

Linscomb Wealth's C Position: Q1 2026 in Review

Linscomb Wealth reduced its Citigroup (C) stake by 22% in Q1 2026, selling an estimated $3.51M and leaving 109,565 shares worth $12.4M. The position accounts for 0.55% of the portfolio, ranked #33.

Linscomb Wealth first reported a position in C in Q2 2017 and has held it in 36 quarters since. The position peaked at $16.4M in Q4 2025. 2,454 funds tracked by Wall St. Rank hold C as of Q1 2026.

  • Linscomb Wealth held 109,565 shares of Citigroup worth $12.4M as of Q1 2026.
  • Linscomb Wealth sold 30,796 Citigroup shares in Q1 2026, an estimated $3.51M.
  • Citigroup made up 0.55% of Linscomb Wealth's portfolio in Q1 2026, its #33 holding.
  • Linscomb Wealth first reported a position in Citigroup in Q2 2017 and has held it in 36 quarters since.
  • Linscomb Wealth's Citigroup position peaked at $16.4M in Q4 2025.
  • 2,454 funds tracked by Wall St. Rank held Citigroup as of Q1 2026.

Based on Linscomb Wealth's 13F filing for Q1 2026, filed 11 May 2026.