Wilson & Boucher Capital Management, LLC C Citigroup

Ownership history in Wilson & Boucher Capital Management, LLC  ·  4 quarters on record

AI Ownership Summary

Wilson & Boucher Capital Management, LLC reported Citigroup (C) in 4 quarterly 13F filings from 2025 Q4 through 2025 Q4. Peak portfolio weight reached 0.13% in 2025 Q4. The latest visible filing shows C at 0.13% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this C ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Wilson & Boucher Capital Management, LLC's position in Citigroup, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

C was reported at 0.13% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.13% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Wilson & Boucher Capital Management, LLC held C — position size vs. price
% of Fund (quarterly)    C price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 1 quarter  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 72.1% -2.3% 1,758 -4,540 -72.1% 0.13% $205K 2026-02-05 $115.20
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Wilson & Boucher Capital Management, LLC and C

These are the practical questions this page is built to answer before you even open the full history table.

How long has Wilson & Boucher Capital Management, LLC reported owning C?

Wilson & Boucher Capital Management, LLC reported C across 1 quarterly 13F filings, from 2025 Q4 through 2025 Q4.

What was the largest reported C position in Wilson & Boucher Capital Management, LLC's portfolio?

The largest reported portfolio weight for C was 0.13% in 2025 Q4.

What is the latest reported C position on this page?

The most recent filing on this page is 2025 Q4, when Wilson & Boucher Capital Management, LLC reported 1,758 shares, equal to 0.13% of portfolio, with an estimated market value of $205K.

What does the chart on this C ownership page compare?

The chart compares Wilson & Boucher Capital Management, LLC's quarterly C portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Wilson & Boucher Capital Management, LLC time their C position?

Based on 13F filing dates vs. subsequent C price moves, Wilson & Boucher Capital Management, LLC correctly timed 2 out of 3 reported position changes (67%).

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