LWM
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Lyell Wealth Management’s Citigroup C Stock Holding History

Lyell 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 		$237K Buy
2,091
+20
+1% +$2.28K 0.02% 198
2025
Q4 		$242K Buy
+2,071
New +$215K 0.02% 198
2025
Q3 		– Sell
-14,667
Closed -$1.25M – 214
2025
Q2 		$1.25M Sell
14,667
-28,100
-66% -$2.03M 0.1% 108
2025
Q1 		$3.04M Buy
+42,767
New +$3.26M 0.28% 79

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

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

Lyell Wealth Management increased its Citigroup (C) stake by 0.97% in Q1 2026, buying an estimated $2.28K and bringing the position to 2,091 shares worth $237K. The position accounts for 0.02% of the portfolio, ranked #198.

Lyell Wealth Management first reported a position in C in Q1 2025 and has held it in 4 quarters since. The position peaked at $3.04M in Q1 2025. 2,456 funds tracked by Wall St. Rank hold C as of Q1 2026.

  • Lyell Wealth Management held 2,091 shares of Citigroup worth $237K as of Q1 2026.
  • Lyell Wealth Management bought 20 Citigroup shares in Q1 2026, an estimated $2.28K.
  • Citigroup made up 0.02% of Lyell Wealth Management's portfolio in Q1 2026, its #198 holding.
  • Lyell Wealth Management first reported a position in Citigroup in Q1 2025 and has held it in 4 quarters since.
  • Lyell Wealth Management's Citigroup position peaked at $3.04M in Q1 2025.
  • 2,456 funds tracked by Wall St. Rank held Citigroup as of Q1 2026.

Based on Lyell Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.