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Philip James Wealth Mangement’s Citigroup C Stock Holding History

Philip James Wealth Mangement’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 		$288K Sell
2,541
-388
-13% -$44.2K 0.03% 137
2025
Q4 		$342K Sell
2,929
-433
-13% -$45K 0.04% 143
2025
Q3 		$341K Sell
3,362
-3,316
-50% -$315K 0.04% 142
2025
Q2 		$568K Sell
6,678
-3,456
-34% -$250K 0.07% 103
2025
Q1 		$719K Sell
10,134
-823
-8% -$62.8K 0.09% 94
2024
Q4 		$771K Sell
10,957
-247
-2% -$16.6K 0.1% 86
2024
Q3 		$701K Buy
+11,204
New +$693K 0.09% 87

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

Philip James Wealth Mangement's C Position: Q1 2026 in Review

Philip James Wealth Mangement reduced its Citigroup (C) stake by 13% in Q1 2026, selling an estimated $44.2K and leaving 2,541 shares worth $288K. The position accounts for 0.03% of the portfolio, ranked #137.

Philip James Wealth Mangement first reported a position in C in Q3 2024 and has held it in 7 quarters since. The position peaked at $771K in Q4 2024. 2,454 funds tracked by Wall St. Rank hold C as of Q1 2026.

  • Philip James Wealth Mangement held 2,541 shares of Citigroup worth $288K as of Q1 2026.
  • Philip James Wealth Mangement sold 388 Citigroup shares in Q1 2026, an estimated $44.2K.
  • Citigroup made up 0.03% of Philip James Wealth Mangement's portfolio in Q1 2026, its #137 holding.
  • Philip James Wealth Mangement first reported a position in Citigroup in Q3 2024 and has held it in 7 quarters since.
  • Philip James Wealth Mangement's Citigroup position peaked at $771K in Q4 2024.
  • 2,454 funds tracked by Wall St. Rank held Citigroup as of Q1 2026.

Based on Philip James Wealth Mangement's 13F filing for Q1 2026, filed 28 Apr 2026.