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Bernard Wealth Management’s Lucid Motors LCID Stock Holding History

Bernard Wealth Management’s Portfolio LCID Stock Details LCID Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-2
Closed -$22 – 371
2025
Q4 		$22 Hold
2
– – ﹤0.01% 351
2025
Q3 		$48 Buy
+2
New +$45 ﹤0.01% 336
2025
Q2 		– Hold
0
– – – 309

Other funds holding LCID

PIF
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U
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UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bernard Wealth Management's LCID Position: Q1 2026 in Review

Bernard Wealth Management sold out of Lucid Motors (LCID) in Q1 2026, closing a stake of 2 shares — an estimated $22 sold.

Bernard Wealth Management first reported a position in LCID in Q3 2025 and held it in 2 quarters. The position peaked at $48 in Q3 2025. 354 funds tracked by Wall St. Rank hold LCID as of Q1 2026.

  • Bernard Wealth Management reported no remaining Lucid Motors position as of Q1 2026 after selling out during the quarter.
  • Bernard Wealth Management sold 2 Lucid Motors shares in Q1 2026, an estimated $22.
  • Bernard Wealth Management first reported a position in Lucid Motors in Q3 2025 and held it in 2 quarters.
  • Bernard Wealth Management's Lucid Motors position peaked at $48 in Q3 2025.
  • 354 funds tracked by Wall St. Rank held Lucid Motors as of Q1 2026.

Based on Bernard Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.