MWM
C icon

Meridian Wealth Management’s Citigroup C Stock Holding History

Meridian 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 		$3.37M Buy
29,748
+877
+3% +$99.9K 0.12% 165
2025
Q4 		$3.37M Buy
28,871
+758
+3% +$78.7K 0.12% 158
2025
Q3 		$2.85M Buy
28,113
+1,470
+6% +$139K 0.11% 170
2025
Q2 		$2.27M Buy
26,643
+1,122
+4% +$81.1K 0.1% 185
2025
Q1 		$1.81M Sell
25,521
-218
-0.8% -$16.6K 0.09% 194
2024
Q4 		$1.81M Sell
25,739
-70
-0.3% -$4.72K 0.09% 200
2024
Q3 		$1.62M Buy
+25,809
New +$1.6M 0.08% 207
2024
Q2 		– Sell
-26,203
Closed -$1.66M – 320
2024
Q1 		$1.66M Buy
26,203
+5,729
+28% +$319K 0.28% 61
2023
Q4 		$1.05M Sell
20,474
-155,102
-88% -$6.87M 0.07% 248
2023
Q3 		$7.22M Buy
175,576
+99,371
+130% +$4.36M 0.44% 46
2023
Q2 		$3.51M Buy
76,205
+3,474
+5% +$163K 0.3% 69
2023
Q1 		$3.41M Buy
72,731
+20,726
+40% +$1.02M 0.3% 75
2022
Q4 		$2.35M Sell
52,005
-18,453
-26% -$838K 0.23% 105
2022
Q3 		$2.94M Buy
70,458
+3,303
+5% +$163K 0.32% 73
2022
Q2 		$3.09M Buy
67,155
+24,743
+58% +$1.24M 0.25% 98
2022
Q1 		$2.27M Buy
42,412
+28,945
+215% +$1.79M 0.25% 88
2021
Q4 		$813K Buy
13,467
+1,456
+12% +$96.8K 0.09% 181
2021
Q3 		$843K Buy
12,011
+1,144
+11% +$80K 0.1% 167
2021
Q2 		$769K Buy
10,867
+3,738
+52% +$277K 0.1% 174
2021
Q1 		$519K Buy
7,129
+3,801
+114% +$254K 0.08% 204
2020
Q4 		$205K Sell
3,328
-2,500
-43% -$127K 0.03% 318
2020
Q3 		$251K Buy
+5,828
New +$290K 0.06% 209
2019
Q4 		– Sell
-5,672
Closed -$392K – 201
2019
Q3 		$392K Buy
5,672
+1,588
+39% +$108K 0.18% 111
2019
Q2 		$2.86K Buy
+4,084
New +$273K 0.12% 154
2019
Q1 		– Sell
-6,312
Closed -$329K – 197
2018
Q4 		$329K Buy
+6,312
New +$400K 0.19% 100

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

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

Meridian Wealth Management increased its Citigroup (C) stake by 3% in Q1 2026, buying an estimated $99.9K and bringing the position to 29,748 shares worth $3.37M. The position accounts for 0.12% of the portfolio, ranked #165.

Meridian Wealth Management first reported a position in C in Q4 2018 and has held it in 25 quarters since. The position peaked at $7.22M in Q3 2023. 2,454 funds tracked by Wall St. Rank hold C as of Q1 2026.

  • Meridian Wealth Management held 29,748 shares of Citigroup worth $3.37M as of Q1 2026.
  • Meridian Wealth Management bought 877 Citigroup shares in Q1 2026, an estimated $99.9K.
  • Citigroup made up 0.12% of Meridian Wealth Management's portfolio in Q1 2026, its #165 holding.
  • Meridian Wealth Management first reported a position in Citigroup in Q4 2018 and has held it in 25 quarters since.
  • Meridian Wealth Management's Citigroup position peaked at $7.22M in Q3 2023.
  • 2,454 funds tracked by Wall St. Rank held Citigroup as of Q1 2026.

Based on Meridian Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.