Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s C3.ai AI Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio AI Stock Details AI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$113K Buy
13,407
+10,358
+340% +$111K ﹤0.01% 3157
2025
Q4 		$41K Buy
3,049
+745
+32% +$11.9K ﹤0.01% 3736
2025
Q3 		$40K Sell
2,304
-4,916
-68% -$103K ﹤0.01% 3695
2025
Q2 		$177K Sell
7,220
-8,507
-54% -$194K ﹤0.01% 2276
2025
Q1 		$331K Buy
15,727
+11,918
+313% +$338K ﹤0.01% 1619
2024
Q4 		$131K Sell
3,809
-242
-6% -$7.51K ﹤0.01% 2103
2024
Q3 		$98K Buy
4,051
+112
+3% +$2.85K ﹤0.01% 2200
2024
Q2 		$114K Sell
3,939
-644
-14% -$16.5K ﹤0.01% 1885
2024
Q1 		$124K Buy
4,583
+274
+6% +$7.69K ﹤0.01% 1760
2023
Q4 		$124K Sell
4,309
-634
-13% -$17.4K ﹤0.01% 1627
2023
Q3 		$126K Buy
4,943
+2,307
+88% +$77K ﹤0.01% 1509
2023
Q2 		$96K Buy
2,636
+440
+20% +$12.4K ﹤0.01% 1591
2023
Q1 		$74K Buy
2,196
+649
+42% +$13.3K ﹤0.01% 1648
2022
Q4 		$17K Buy
1,547
+379
+32% +$4.75K ﹤0.01% 2462
2022
Q3 		$15K Sell
1,168
-80
-6% -$1.44K ﹤0.01% 2407
2022
Q2 		$23K Buy
1,248
+805
+182% +$14.8K ﹤0.01% 2022
2022
Q1 		$10K Buy
443
+174
+65% +$4.19K ﹤0.01% 2459
2021
Q4 		$8K Buy
+269
New +$10.9K ﹤0.01% 2453
2021
Q2 		$7K Hold
105
– – ﹤0.01% 2226
2021
Q1 		$7K Hold
105
– – ﹤0.01% 2226
2020
Q4 		$7K Buy
+105
New +$14.1K ﹤0.01% 2226

Other funds holding AI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Carson Wealth (CWM LLC)'s AI Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its C3.ai (AI) stake by 340% in Q1 2026, buying an estimated $111K and bringing the position to 13,407 shares worth $113K. The position accounts for ﹤0.01% of the portfolio, ranked #3157.

Carson Wealth (CWM LLC) first reported a position in AI in Q4 2020 and has held it in 21 quarters since. The position peaked at $331K in Q1 2025. 318 funds tracked by Wall St. Rank hold AI as of Q1 2026.

  • Carson Wealth (CWM LLC) held 13,407 shares of C3.ai worth $113K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 10,358 C3.ai shares in Q1 2026, an estimated $111K.
  • C3.ai made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3157 holding.
  • Carson Wealth (CWM LLC) first reported a position in C3.ai in Q4 2020 and has held it in 21 quarters since.
  • Carson Wealth (CWM LLC)'s C3.ai position peaked at $331K in Q1 2025.
  • 318 funds tracked by Wall St. Rank held C3.ai as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.