LPL Financial
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LPL Financial’s C3.ai AI Stock Holding History

LPL Financial’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
-15,400
Closed -$208K – 5969
2025
Q4 		$208K Buy
+15,400
New +$246K ﹤0.01% 5424
2025
Q1 		– Sell
-8,000
Closed -$275K – 5349
2024
Q4 		$275K Buy
+8,000
New +$248K ﹤0.01% 4604

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

LPL Financial's AI Position: Q1 2026 in Review

LPL Financial reduced its C3.ai (AI) stake by 8.4% in Q1 2026, selling an estimated $167K and leaving 168,716 shares worth $1.42M. The position accounts for ﹤0.01% of the portfolio, ranked #3830.

LPL Financial first reported a position in AI in Q4 2020 and has held it in 22 quarters since. The position peaked at $5M in Q2 2025. 317 funds tracked by Wall St. Rank hold AI as of Q1 2026.

  • LPL Financial held 168,716 shares of C3.ai worth $1.42M as of Q1 2026.
  • LPL Financial sold 15,539 C3.ai shares in Q1 2026, an estimated $167K.
  • C3.ai made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #3830 holding.
  • LPL Financial first reported a position in C3.ai in Q4 2020 and has held it in 22 quarters since.
  • LPL Financial's C3.ai position peaked at $5M in Q2 2025.
  • 317 funds tracked by Wall St. Rank held C3.ai as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.