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Laurel Wealth Advisors (North Carolina)’s C3.ai AI Stock Holding History

Laurel Wealth Advisors (North Carolina)’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 		– Sell
-100
Closed -$1.35K – 203
2025
Q4 		$1.35K Buy
+100
New +$1.59K ﹤0.01% 625
2025
Q2 		– Sell
-100
Closed -$2.1K – 201
2025
Q1 		$2.1K Hold
100
– – ﹤0.01% 594
2024
Q4 		$3.44K Hold
100
– – ﹤0.01% 594
2024
Q3 		$2.42K Hold
100
– – ﹤0.01% 573
2024
Q2 		$2.9K Hold
100
– – ﹤0.01% 532
2024
Q1 		$2.71K Hold
100
– – ﹤0.01% 534
2023
Q4 		$2.87K Hold
100
– – ﹤0.01% 493
2023
Q3 		$2.55K Hold
100
– – ﹤0.01% 498
2023
Q2 		$3.64K Buy
+100
New +$2.82K ﹤0.01% 484

Other funds holding AI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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 $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
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 $73.7B AUM 53.56% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s AI Position: Q1 2026 in Review

Laurel Wealth Advisors (North Carolina) sold out of C3.ai (AI) in Q1 2026, closing a stake of 100 shares — an estimated $1.35K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in AI in Q2 2023 and held it in 9 quarters. The position peaked at $3.64K in Q2 2023. 317 funds tracked by Wall St. Rank hold AI as of Q1 2026.

  • Laurel Wealth Advisors (North Carolina) reported no remaining C3.ai position as of Q1 2026 after selling out during the quarter.
  • Laurel Wealth Advisors (North Carolina) sold 100 C3.ai shares in Q1 2026, an estimated $1.35K.
  • Laurel Wealth Advisors (North Carolina) first reported a position in C3.ai in Q2 2023 and held it in 9 quarters.
  • Laurel Wealth Advisors (North Carolina)'s C3.ai position peaked at $3.64K in Q2 2023.
  • 317 funds tracked by Wall St. Rank held C3.ai as of Q1 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 13 May 2026.