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Massachusetts Wealth Management’s Citigroup C Stock Holding History

Massachusetts 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 		$7.18M Sell
51,265
-210
-0.4% -$27.3K 2.73% 6
2026
Q1 		$5.84M Buy
51,475
+260
+0.5% +$29.6K 2.53% 7
2025
Q4 		$5.98M Buy
51,215
+143
+0.3% +$14.8K 2.78% 4
2025
Q3 		$5.18M Buy
51,072
+875
+2% +$83K 2.57% 6
2025
Q2 		$4.27M Buy
50,197
+270
+0.5% +$19.5K 2.41% 8
2025
Q1 		$3.54M Buy
49,927
+6,420
+15% +$490K 2.43% 8
2024
Q4 		$3.06M Buy
43,507
+2,575
+6% +$174K 1.89% 10
2024
Q3 		$2.56M Buy
40,932
+25
+0.1% +$1.55K 1.62% 18
2024
Q2 		$2.6M Buy
40,907
+225
+0.6% +$13.9K 1.74% 14
2024
Q1 		$2.57M Buy
40,682
+900
+2% +$50.1K 1.81% 15
2023
Q4 		$2.05M Buy
39,782
+192
+0.5% +$8.5K 1.65% 18
2023
Q3 		$1.63M Sell
39,590
-325
-0.8% -$14.3K 1.5% 19
2023
Q2 		$1.84M Buy
39,915
+1,100
+3% +$51.5K 1.76% 13
2023
Q1 		$1.82M Sell
38,815
-1,000
-3% -$49.1K 1.88% 13
2022
Q4 		$2.08M Buy
+39,815
New +$1.81M 2.01% 12

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

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

Massachusetts Wealth Management reduced its Citigroup (C) stake by 0.41% in Q2 2026, selling an estimated $27.3K and leaving 51,265 shares worth $7.18M. The position accounts for 2.73% of the portfolio, ranked #6.

Massachusetts Wealth Management first reported a position in C in Q4 2022 and has held it in 15 quarters since. 2,623 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Massachusetts Wealth Management held 51,265 shares of Citigroup worth $7.18M as of Q2 2026.
  • Massachusetts Wealth Management sold 210 Citigroup shares in Q2 2026, an estimated $27.3K.
  • Citigroup made up 2.73% of Massachusetts Wealth Management's portfolio in Q2 2026, its #6 holding.
  • Massachusetts Wealth Management first reported a position in Citigroup in Q4 2022 and has held it in 15 quarters since.
  • 2,623 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Massachusetts Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.