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Wilson & Boucher Capital Management’s Citigroup C Stock Holding History

Wilson & Boucher 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 		– Sell
-1,758
Closed -$205K – 115
2025
Q4 		$205K Buy
+1,758
New +$183K 0.13% 112
2022
Q3 		– Sell
-6,298
Closed -$290K – 94
2022
Q2 		$290K Buy
6,298
+2
+0% +$100 0.32% 81
2022
Q1 		$336K Buy
6,296
+52
+0.8% +$3.21K 0.3% 81
2021
Q4 		$377K Buy
+6,244
New +$415K 0.34% 76

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 $336B AUM 34.66% 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

Wilson & Boucher Capital Management's C Position: Q1 2026 in Review

Wilson & Boucher Capital Management sold out of Citigroup (C) in Q1 2026, closing a stake of 1,758 shares — an estimated $205K sold.

Wilson & Boucher Capital Management first reported a position in C in Q4 2021 and held it in 4 quarters. The position peaked at $377K in Q4 2021. 2,456 funds tracked by Wall St. Rank hold C as of Q1 2026.

  • Wilson & Boucher Capital Management reported no remaining Citigroup position as of Q1 2026 after selling out during the quarter.
  • Wilson & Boucher Capital Management sold 1,758 Citigroup shares in Q1 2026, an estimated $205K.
  • Wilson & Boucher Capital Management first reported a position in Citigroup in Q4 2021 and held it in 4 quarters.
  • Wilson & Boucher Capital Management's Citigroup position peaked at $377K in Q4 2021.
  • 2,456 funds tracked by Wall St. Rank held Citigroup as of Q1 2026.

Based on Wilson & Boucher Capital Management's 13F filing for Q1 2026, filed 18 May 2026.