Shelton Capital Management’s Citigroup C Stock Holding History

Shelton Capital 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	$11.9M	Sell	105,353 -46,069	-30%	-$5.25M	0.26%	89
2025 Q4	$17.7M	Buy	151,422 +21,500	+17%	+$2.23M	0.35%	72
2025 Q3	$13.2M	Sell	129,922 -44,186	-25%	-$4.19M	0.28%	86
2025 Q2	$14.8M	Buy	174,108 +19,280	+12%	+$1.39M	0.34%	73
2025 Q1	$11M	Buy	154,828 +74,049	+92%	+$5.65M	0.26%	101
2024 Q4	$5.69M	Sell	80,779 -91,402	-53%	-$6.16M	0.14%	144
2024 Q3	$10.8M	Buy	172,181 +11,977	+7%	+$741K	0.28%	83
2024 Q2	$10.2M	Buy	160,204 +125,596	+363%	+$7.74M	0.28%	83
2024 Q1	$2.19M	Buy	34,608 +13,300	+62%	+$740K	0.06%	242
2023 Q4	$1.1M	Sell	21,308 -8,855	-29%	-$392K	0.03%	265
2023 Q3	$1.24M	Hold	30,163	–	–	0.05%	255
2023 Q2	$1.39M	Hold	30,163	–	–	0.05%	250
2023 Q1	$1.41M	Buy	30,163 +13,363	+80%	+$656K	0.06%	225
2022 Q4	$760K	Sell	16,800 -18,363	-52%	-$834K	0.08%	227
2022 Q3	$1.47M	Sell	35,163 -603	-2%	-$29.8K	0.07%	219
2022 Q2	$1.65M	Buy	35,766 +1,100	+3%	+$55K	0.07%	224
2022 Q1	$1.85M	Hold	34,666	–	–	0.07%	232
2021 Q4	$2.09M	Sell	34,666 -435	-1%	-$28.9K	0.07%	233
2021 Q3	$2.46M	Sell	35,101 -15,051	-30%	-$1.05M	0.1%	206
2021 Q2	$3.55M	Buy	50,152 +250	+0.5%	+$18.5K	0.13%	170
2021 Q1	$3.63M	Sell	49,902 -150	-0.3%	-$10K	0.13%	165
2020 Q4	$3.09M	Buy	50,052 +6,914	+16%	+$351K	0.14%	152
2020 Q3	$1.86M	Sell	43,138 -37,983	-47%	-$1.89M	0.08%	269
2020 Q2	$4.14M	Buy	81,121 +5,276	+7%	+$250K	0.23%	85
2020 Q1	$3.19M	Sell	75,845 -5,610	-7%	-$377K	0.23%	90
2019 Q4	$6.51M	Buy	81,455 +12,473	+18%	+$922K	0.36%	56
2019 Q3	$4.76M	Buy	68,982 +29,500	+75%	+$2.01M	0.28%	72
2019 Q2	$2.77M	Buy	39,482 +36,763	+1,352%	+$2.46M	0.16%	128
2019 Q1	$43.7K	Sell	2,719 -45,578	-94%	-$2.83M	0.17%	129
2018 Q4	$2.51M	Buy	48,297 +6,300	+15%	+$399K	0.17%	122
2018 Q3	$3.01M	Sell	41,997 -55	-0.1%	-$3.89K	0.17%	118
2018 Q2	$2.81M	Buy	42,052 +555	+1%	+$38.2K	0.18%	125
2018 Q1	$2.8M	Sell	41,497 -1,659	-4%	-$125K	0.18%	116
2017 Q4	$3.21M	Hold	43,156	–	–	0.21%	106
2017 Q3	$3.14M	Sell	43,156 -8,700	-17%	-$594K	0.21%	112
2017 Q2	$3.47M	Sell	51,856 -400	-0.8%	-$24.5K	0.25%	94
2017 Q1	$3.13M	Sell	52,256 -760	-1%	-$45K	0.22%	95
2016 Q4	$3.15M	Sell	53,016 -15,600	-23%	-$842K	0.24%	85
2016 Q3	$3.24M	Sell	68,616 -1,101	-2%	-$50.1K	0.27%	73
2016 Q2	$2.96M	Sell	69,717 -199	-0.3%	-$8.8K	0.26%	75
2016 Q1	$2.92M	Buy	69,916 +300	+0.4%	+$12.5K	0.26%	81
2015 Q4	$3.6M	Sell	69,616 -14,966	-18%	-$794K	0.35%	57
2015 Q3	$4.2M	Buy	84,582 +30	+0%	+$1.64K	0.46%	43
2015 Q2	$4.67M	Buy	84,552 +27,971	+49%	+$1.52M	0.48%	36
2015 Q1	$2.92M	Sell	56,581 -6,095	-10%	-$310K	0.31%	66
2014 Q4	$3.39M	Sell	62,676 -900	-1%	-$47.8K	0.4%	51
2014 Q3	$3.29M	Sell	63,576 -3,400	-5%	-$171K	0.44%	40
2014 Q2	$3.15M	Buy	66,976 +29,600	+79%	+$1.41M	0.44%	46
2014 Q1	$1.78M	Buy	37,376 +2,400	+7%	+$120K	0.26%	83
2013 Q4	$1.82M	Buy	34,976 +2,838	+9%	+$144K	0.28%	75
2013 Q3	$1.56M	Buy	32,138 +2,100	+7%	+$106K	0.26%	83
2013 Q2	$1.44M	Buy	+30,038	New	+$1.44M	0.26%	84

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

Shelton Capital Management's C Position: Q1 2026 in Review

Shelton Capital Management reduced its Citigroup (C) stake by 30% in Q1 2026, selling an estimated $5.25M and leaving 105,353 shares worth $11.9M. The position accounts for 0.26% of the portfolio, ranked #89.

Shelton Capital Management first reported a position in C in Q2 2013 and has held it in 52 quarters since. The position peaked at $17.7M in Q4 2025. 2,456 funds tracked by Wall St. Rank hold C as of Q1 2026.

Shelton Capital Management held 105,353 shares of Citigroup worth $11.9M as of Q1 2026.
Shelton Capital Management sold 46,069 Citigroup shares in Q1 2026, an estimated $5.25M.
Citigroup made up 0.26% of Shelton Capital Management's portfolio in Q1 2026, its #89 holding.
Shelton Capital Management first reported a position in Citigroup in Q2 2013 and has held it in 52 quarters since.
Shelton Capital Management's Citigroup position peaked at $17.7M in Q4 2025.
2,456 funds tracked by Wall St. Rank held Citigroup as of Q1 2026.

Based on Shelton Capital Management's 13F filing for Q1 2026, filed 15 May 2026.