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Western Wealth Management’s Citigroup C Stock Holding History

Western 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
Q1 		$1.42M Buy
12,493
+1,735
+16% +$198K 0.05% 345
2025
Q4 		$1.26M Sell
10,758
-421
-4% -$43.7K 0.06% 297
2025
Q3 		$1.13M Sell
11,179
-773
-6% -$73.3K 0.06% 279
2025
Q2 		$1.02M Buy
11,952
+1,512
+14% +$109K 0.06% 274
2025
Q1 		$741K Buy
10,440
+1,144
+12% +$87.2K 0.05% 304
2024
Q4 		$654K Sell
9,296
-741
-7% -$49.9K 0.04% 311
2024
Q3 		$628K Buy
10,037
+66
+0.7% +$4.08K 0.04% 401
2024
Q2 		$633K Buy
9,971
+381
+4% +$23.5K 0.05% 310
2024
Q1 		$606K Buy
9,590
+292
+3% +$16.2K 0.05% 319
2023
Q4 		$478K Buy
9,298
+744
+9% +$32.9K 0.03% 430
2023
Q3 		$352K Buy
8,554
+1,038
+14% +$45.6K 0.03% 465
2023
Q2 		$346K Sell
7,516
-1,216
-14% -$57K 0.03% 469
2023
Q1 		$409K Buy
8,732
+2,768
+46% +$136K 0.04% 424
2022
Q4 		$270K Sell
5,964
-7,541
-56% -$343K 0.03% 490
2022
Q3 		$559K Buy
13,505
+2,084
+18% +$103K 0.03% 445
2022
Q2 		$523K Buy
11,421
+1,494
+15% +$74.7K 0.03% 462
2022
Q1 		$530K Sell
9,927
-13,604
-58% -$840K 0.03% 515
2021
Q4 		$1.43M Buy
+23,531
New +$1.56M 0.14% 152
2021
Q2 		$1.25M Buy
17,595
+312
+2% +$23.1K 0.13% 172
2021
Q1 		$1.26M Sell
17,283
-84
-0.5% -$5.61K 0.17% 137
2020
Q4 		$1.07M Sell
17,367
-1,321
-7% -$67.2K 0.16% 148
2020
Q3 		$806K Sell
18,688
-242
-1% -$12.1K 0.13% 173
2020
Q2 		$967K Sell
18,930
-135
-0.7% -$6.41K 0.18% 134
2020
Q1 		$801K Sell
19,065
-217
-1% -$14.6K 0.18% 127
2019
Q4 		$1.54M Sell
19,282
-1,256
-6% -$92.8K 0.23% 99
2019
Q3 		$1.42M Buy
20,538
+120
+0.6% +$8.16K 0.3% 84
2019
Q2 		$1.43M Sell
20,418
-2,615
-11% -$175K 0.19% 105
2019
Q1 		$1.43M Buy
23,033
+33
+0.1% +$2.05K 0.32% 79
2018
Q4 		$1.2M Buy
+23,000
New +$1.46M 0.32% 74

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

Western Wealth Management's C Position: Q1 2026 in Review

Western Wealth Management increased its Citigroup (C) stake by 16% in Q1 2026, buying an estimated $198K and bringing the position to 12,493 shares worth $1.42M. The position accounts for 0.05% of the portfolio, ranked #345.

Western Wealth Management first reported a position in C in Q4 2018 and has held it in 29 quarters since. The position peaked at $1.54M in Q4 2019. 2,454 funds tracked by Wall St. Rank hold C as of Q1 2026.

  • Western Wealth Management held 12,493 shares of Citigroup worth $1.42M as of Q1 2026.
  • Western Wealth Management bought 1,735 Citigroup shares in Q1 2026, an estimated $198K.
  • Citigroup made up 0.05% of Western Wealth Management's portfolio in Q1 2026, its #345 holding.
  • Western Wealth Management first reported a position in Citigroup in Q4 2018 and has held it in 29 quarters since.
  • Western Wealth Management's Citigroup position peaked at $1.54M in Q4 2019.
  • 2,454 funds tracked by Wall St. Rank held Citigroup as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.