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LM Advisors’s Citigroup C Stock Holding History

LM 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 		$2.73M Buy
19,353
+17,172
+787% +$2.24M 0.31% 57
2026
Q1 		$19.4K Buy
2,181
+188
+9% +$21.4K 0.31% 68
2025
Q4 		$17.1K Sell
1,993
-15,708
-89% -$1.63M 0.31% 67
2025
Q3 		$1.8M Sell
17,701
-2,000
-10% -$190K 0.26% 67
2025
Q2 		$1.68M Buy
19,701
+1,967
+11% +$142K 0.22% 63
2025
Q1 		$1.26M Buy
17,734
+1,053
+6% +$80.3K 0.23% 77
2024
Q4 		$1.17M Buy
16,681
+2,191
+15% +$148K 0.21% 77
2024
Q3 		$907K Sell
14,490
-2,492
-15% -$154K 0.18% 80
2024
Q2 		$1.08M Hold
16,982
– – ﹤0.01% 90
2024
Q1 		$1.07M Buy
16,982
+1,900
+13% +$106K 0.17% 92
2023
Q4 		$776K Buy
+15,082
New +$668K 0.16% 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

LM Advisors's C Position: Q2 2026 in Review

LM Advisors increased its Citigroup (C) stake by 787% in Q2 2026, buying an estimated $2.24M and bringing the position to 19,353 shares worth $2.73M. The position accounts for 0.31% of the portfolio, ranked #57.

LM Advisors first reported a position in C in Q4 2023 and has held it in 11 quarters since. 2,623 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • LM Advisors held 19,353 shares of Citigroup worth $2.73M as of Q2 2026.
  • LM Advisors bought 17,172 Citigroup shares in Q2 2026, an estimated $2.24M.
  • Citigroup made up 0.31% of LM Advisors's portfolio in Q2 2026, its #57 holding.
  • LM Advisors first reported a position in Citigroup in Q4 2023 and has held it in 11 quarters since.
  • 2,623 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on LM Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.