MML Investors Services
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MML Investors Services’s C3.ai AI Stock Holding History

MML Investors Services’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
-108,509
Closed -$1.46M – 2999
2025
Q4 		$1.46M Buy
108,509
+97,807
+914% +$1.56M ﹤0.01% 1565
2025
Q3 		$186K Buy
10,702
+1,554
+17% +$32.5K ﹤0.01% 2770
2025
Q2 		$225K Sell
9,148
-832
-8% -$19K ﹤0.01% 2609
2025
Q1 		$210K Sell
9,980
-737
-7% -$20.9K ﹤0.01% 2527
2024
Q4 		$369K Sell
10,717
-11
-0.1% -$342 ﹤0.01% 2127
2024
Q3 		$260K Sell
10,728
-2,496
-19% -$63.4K ﹤0.01% 2272
2024
Q2 		$383K Buy
13,224
+686
+5% +$17.6K ﹤0.01% 1938
2024
Q1 		$339K Sell
12,538
-1,361
-10% -$38.2K ﹤0.01% 2027
2023
Q4 		$399K Sell
13,899
-530
-4% -$14.6K ﹤0.01% 1882
2023
Q3 		$368K Sell
14,429
-64
-0.4% -$2.14K ﹤0.01% 1806
2023
Q2 		$528K Buy
+14,493
New +$408K ﹤0.01% 1602

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

MML Investors Services's AI Position: Q1 2026 in Review

MML Investors Services sold out of C3.ai (AI) in Q1 2026, closing a stake of 108,509 shares — an estimated $1.46M sold.

MML Investors Services first reported a position in AI in Q2 2023 and held it in 11 quarters. The position peaked at $1.46M in Q4 2025. 317 funds tracked by Wall St. Rank hold AI as of Q1 2026.

  • MML Investors Services reported no remaining C3.ai position as of Q1 2026 after selling out during the quarter.
  • MML Investors Services sold 108,509 C3.ai shares in Q1 2026, an estimated $1.46M.
  • MML Investors Services first reported a position in C3.ai in Q2 2023 and held it in 11 quarters.
  • MML Investors Services's C3.ai position peaked at $1.46M in Q4 2025.
  • 317 funds tracked by Wall St. Rank held C3.ai as of Q1 2026.

Based on MML Investors Services's 13F filing for Q1 2026, filed 4 May 2026.