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
2019 Q3	–	Sell	-500	Closed	-$1K	–	389
2019 Q2	$1K	Buy	+500	New	+$33.5K	﹤0.01%	401
2019 Q1	–	Sell	-500	Closed	-$5K	–	382
2018 Q4	$5K	Buy	+500	New	+$31.7K	﹤0.01%	348

Other funds holding C

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Western Wealth Management reduced its Citigroup (C) stake by 1.7% in Q2 2026, selling an estimated $27.9K and leaving 12,279 shares worth $1.72M. The position accounts for 0.06% of the portfolio, ranked #335.

Western Wealth Management first reported a position in C in Q4 2018 and has held it in 30 quarters since. 2,634 funds tracked by Wall St. Rank hold C as of Q2 2026.

Western Wealth Management held 12,279 shares of Citigroup worth $1.72M as of Q2 2026.
Western Wealth Management sold 214 Citigroup shares in Q2 2026, an estimated $27.9K.
Citigroup made up 0.06% of Western Wealth Management's portfolio in Q2 2026, its #335 holding.
Western Wealth Management first reported a position in Citigroup in Q4 2018 and has held it in 30 quarters since.
2,634 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.