WWM
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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
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
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.