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Shelton Wealth Management’s Citigroup C Stock Holding History

Shelton 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
Q2 		$1.52M Sell
10,858
-1,897
-15% -$247K 0.6% 55
2026
Q1 		$1.45M Sell
12,755
-2,533
-17% -$288K 0.63% 48
2025
Q4 		$1.78M Buy
15,288
+949
+7% +$98.5K 0.76% 38
2025
Q3 		$1.46M Sell
14,339
-1,049
-7% -$99.5K 0.66% 50
2025
Q2 		$1.31M Buy
15,388
+1,134
+8% +$82K 0.63% 55
2025
Q1 		$1.01M Sell
14,254
-1,770
-11% -$135K 0.55% 57
2024
Q4 		$1.13M Buy
16,024
+609
+4% +$41K 0.58% 56
2024
Q3 		$965K Buy
15,415
+1,801
+13% +$111K 0.52% 62
2024
Q2 		$864K Buy
+13,614
New +$839K 0.49% 67
2022
Q2 		– Sell
-5,401
Closed -$288K – 64
2022
Q1 		$288K Sell
5,401
-162
-3% -$10K 0.23% 55
2021
Q4 		$336K Buy
+5,563
New +$370K 0.26% 47

Other funds holding C

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Shelton Wealth Management's C Position: Q2 2026 in Review

Shelton Wealth Management reduced its Citigroup (C) stake by 15% in Q2 2026, selling an estimated $247K and leaving 10,858 shares worth $1.52M. The position accounts for 0.6% of the portfolio, ranked #55.

Shelton Wealth Management first reported a position in C in Q4 2021 and has held it in 11 quarters since. The position peaked at $1.78M in Q4 2025. 494 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Shelton Wealth Management held 10,858 shares of Citigroup worth $1.52M as of Q2 2026.
  • Shelton Wealth Management sold 1,897 Citigroup shares in Q2 2026, an estimated $247K.
  • Citigroup made up 0.6% of Shelton Wealth Management's portfolio in Q2 2026, its #55 holding.
  • Shelton Wealth Management first reported a position in Citigroup in Q4 2021 and has held it in 11 quarters since.
  • Shelton Wealth Management's Citigroup position peaked at $1.78M in Q4 2025.
  • 494 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Shelton Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.