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Lodestone Wealth Management’s C3.ai AI Stock Holding History

Lodestone Wealth 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 		$909 Hold
100
– – ﹤0.01% 734
2026
Q1 		$842 Hold
100
– – ﹤0.01% 733
2025
Q4 		$1.35K Buy
+100
New +$1.59K ﹤0.01% 710

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

Lodestone Wealth Management's AI Position: Q2 2026 in Review

Lodestone Wealth Management held its C3.ai (AI) position steady in Q2 2026 at 100 shares worth $909. The position accounts for ﹤0.01% of the portfolio, ranked #734.

Lodestone Wealth Management first reported a position in AI in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.35K in Q4 2025. 318 funds tracked by Wall St. Rank hold AI as of Q2 2026.

  • Lodestone Wealth Management held 100 shares of C3.ai worth $909 as of Q2 2026.
  • Lodestone Wealth Management left its C3.ai share count unchanged in Q2 2026.
  • C3.ai made up ﹤0.01% of Lodestone Wealth Management's portfolio in Q2 2026, its #734 holding.
  • Lodestone Wealth Management first reported a position in C3.ai in Q4 2025 and has held it in 3 quarters since.
  • Lodestone Wealth Management's C3.ai position peaked at $1.35K in Q4 2025.
  • 318 funds tracked by Wall St. Rank held C3.ai as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.