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
Q2 		$321K Buy
2,291
+200
+10% +$26K 0.02% 192
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 $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

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

Lyell Wealth Management increased its Citigroup (C) stake by 9.6% in Q2 2026, buying an estimated $26K and bringing the position to 2,291 shares worth $321K. The position accounts for 0.02% of the portfolio, ranked #192.

Lyell Wealth Management first reported a position in C in Q1 2025 and has held it in 5 quarters since. The position peaked at $3.04M in Q1 2025. 2,639 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Lyell Wealth Management held 2,291 shares of Citigroup worth $321K as of Q2 2026.
  • Lyell Wealth Management bought 200 Citigroup shares in Q2 2026, an estimated $26K.
  • Citigroup made up 0.02% of Lyell Wealth Management's portfolio in Q2 2026, its #192 holding.
  • Lyell Wealth Management first reported a position in Citigroup in Q1 2025 and has held it in 5 quarters since.
  • Lyell Wealth Management's Citigroup position peaked at $3.04M in Q1 2025.
  • 2,639 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Lyell Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.