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Forum Financial Management’s C3.ai AI Stock Holding History

Forum Financial Management’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
Q2 		$105K Hold
11,531
– – ﹤0.01% 340
2026
Q1 		$97.1K Sell
11,531
-3,387
-23% -$36.3K ﹤0.01% 317
2025
Q4 		$201K Sell
14,918
-8,101
-35% -$129K ﹤0.01% 975
2025
Q3 		$399K Buy
23,019
+8,287
+56% +$173K 0.01% 573
2025
Q2 		$362K Buy
14,732
+3,567
+32% +$81.5K 0.01% 556
2025
Q1 		$235K Sell
11,165
-276
-2% -$7.83K ﹤0.01% 727
2024
Q4 		$394K Sell
11,441
-3,043
-21% -$94.5K 0.01% 485
2024
Q3 		$351K Buy
14,484
+1,591
+12% +$40.4K 0.01% 452
2024
Q2 		$373K Buy
12,893
+539
+4% +$13.8K 0.01% 407
2024
Q1 		$334K Sell
12,354
-9,669
-44% -$271K 0.01% 455
2023
Q4 		$632K Buy
22,023
+1,230
+6% +$33.8K 0.01% 238
2023
Q3 		$531K Buy
20,793
+1,957
+10% +$65.3K 0.01% 270
2023
Q2 		$686K Buy
+18,836
New +$531K 0.02% 224

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
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return

Forum Financial Management's AI Position: Q2 2026 in Review

Forum Financial Management held its C3.ai (AI) position steady in Q2 2026 at 11,531 shares worth $105K. The position accounts for ﹤0.01% of the portfolio, ranked #340.

Forum Financial Management first reported a position in AI in Q2 2023 and has held it in 13 quarters since. The position peaked at $686K in Q2 2023. 318 funds tracked by Wall St. Rank hold AI as of Q2 2026.

  • Forum Financial Management held 11,531 shares of C3.ai worth $105K as of Q2 2026.
  • Forum Financial Management left its C3.ai share count unchanged in Q2 2026.
  • C3.ai made up ﹤0.01% of Forum Financial Management's portfolio in Q2 2026, its #340 holding.
  • Forum Financial Management first reported a position in C3.ai in Q2 2023 and has held it in 13 quarters since.
  • Forum Financial Management's C3.ai position peaked at $686K in Q2 2023.
  • 318 funds tracked by Wall St. Rank held C3.ai as of Q2 2026.

Based on Forum Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.