PJWM
C icon

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
Q2 		$224K Sell
1,597
-944
-37% -$123K 0.03% 146
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 $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

Philip James Wealth Mangement's C Position: Q2 2026 in Review

Philip James Wealth Mangement reduced its Citigroup (C) stake by 37% in Q2 2026, selling an estimated $123K and leaving 1,597 shares worth $224K. The position accounts for 0.03% of the portfolio, ranked #146.

Philip James Wealth Mangement first reported a position in C in Q3 2024 and has held it in 8 quarters since. The position peaked at $771K in Q4 2024. 2,634 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Philip James Wealth Mangement held 1,597 shares of Citigroup worth $224K as of Q2 2026.
  • Philip James Wealth Mangement sold 944 Citigroup shares in Q2 2026, an estimated $123K.
  • Citigroup made up 0.03% of Philip James Wealth Mangement's portfolio in Q2 2026, its #146 holding.
  • Philip James Wealth Mangement first reported a position in Citigroup in Q3 2024 and has held it in 8 quarters since.
  • Philip James Wealth Mangement's Citigroup position peaked at $771K in Q4 2024.
  • 2,634 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Philip James Wealth Mangement's 13F filing for Q2 2026, filed 27 Jul 2026.