LM Advisors’s C3.ai AI Stock Holding History

LM Advisors’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	-289	Closed	-$21.4K	–	214
2025 Q4	$21.4K	Sell	289 -21,161	-99%	-$338K	0.39%	59
2025 Q3	$372K	Buy	+21,450	New	+$448K	0.05%	150
2024 Q1	–	Sell	-3,500	Closed	-$100K	–	228
2023 Q4	$100K	Buy	+3,500	New	+$96.3K	0.02%	253

Other funds holding AI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

LM Advisors's AI Position: Q1 2026 in Review

LM Advisors sold out of C3.ai (AI) in Q1 2026, closing a stake of 289 shares — an estimated $21.4K sold.

LM Advisors first reported a position in AI in Q4 2023 and held it in 3 quarters. The position peaked at $372K in Q3 2025. 319 funds tracked by Wall St. Rank hold AI as of Q1 2026.

LM Advisors reported no remaining C3.ai position as of Q1 2026 after selling out during the quarter.
LM Advisors sold 289 C3.ai shares in Q1 2026, an estimated $21.4K.
LM Advisors first reported a position in C3.ai in Q4 2023 and held it in 3 quarters.
LM Advisors's C3.ai position peaked at $372K in Q3 2025.
319 funds tracked by Wall St. Rank held C3.ai as of Q1 2026.

Based on LM Advisors's 13F filing for Q1 2026, filed 14 May 2026.