Obermeyer Wealth Partners’s Citigroup C Stock Holding History

Obermeyer Wealth Partners’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	$284K	Sell	2,503 -20	-0.8%	-$2.28K	0.01%	250
2025 Q4	$294K	Buy	2,523 +20	+0.8%	+$2.08K	0.01%	239
2025 Q3	$254K	Buy	+2,503	New	+$238K	0.01%	253
2016 Q1	–	Sell	-5,800	Closed	-$300K	–	126
2015 Q4	$300K	Sell	5,800 -416,729	-99%	-$22.1M	0.03%	99
2015 Q3	$21M	Buy	422,529 +83,494	+25%	+$4.56M	2.21%	16
2015 Q2	$18.7M	Buy	339,035 +9,805	+3%	+$533K	1.6%	23
2015 Q1	$17M	Sell	329,230 -4,900	-1%	-$250K	1.39%	29
2014 Q4	$18.1M	Buy	+334,130	New	+$17.7M	1.64%	22

Other funds holding C

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Obermeyer Wealth Partners's C Position: Q1 2026 in Review

Obermeyer Wealth Partners reduced its Citigroup (C) stake by 0.79% in Q1 2026, selling an estimated $2.28K and leaving 2,503 shares worth $284K. The position accounts for 0.01% of the portfolio, ranked #250.

Obermeyer Wealth Partners first reported a position in C in Q4 2014 and has held it in 8 quarters since. The position peaked at $21M in Q3 2015. 2,454 funds tracked by Wall St. Rank hold C as of Q1 2026.

Obermeyer Wealth Partners held 2,503 shares of Citigroup worth $284K as of Q1 2026.
Obermeyer Wealth Partners sold 20 Citigroup shares in Q1 2026, an estimated $2.28K.
Citigroup made up 0.01% of Obermeyer Wealth Partners's portfolio in Q1 2026, its #250 holding.
Obermeyer Wealth Partners first reported a position in Citigroup in Q4 2014 and has held it in 8 quarters since.
Obermeyer Wealth Partners's Citigroup position peaked at $21M in Q3 2015.
2,454 funds tracked by Wall St. Rank held Citigroup as of Q1 2026.

Based on Obermeyer Wealth Partners's 13F filing for Q1 2026, filed 21 Apr 2026.