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Burkett Financial Services’s Lucid Motors LCID Stock Holding History

Burkett Financial Services’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
Q2 		$46 Hold
7
– – ﹤0.01% 262
2026
Q1 		$66 Hold
7
– – ﹤0.01% 245
2025
Q4 		$73 Hold
7
– – ﹤0.01% 233
2025
Q3 		$167 Sell
7
-1
-13% -$23 ﹤0.01% 218
2025
Q2 		$165 Hold
8
– – ﹤0.01% 221
2025
Q1 		$189 Hold
8
– – ﹤0.01% 248
2024
Q4 		$236 Hold
8
– – ﹤0.01% 211
2024
Q3 		$275 Hold
8
– – ﹤0.01% 206
2024
Q2 		$204 Hold
8
– – ﹤0.01% 187
2024
Q1 		$222 Hold
8
– – ﹤0.01% 189
2023
Q4 		$328 Buy
+8
New +$359 ﹤0.01% 187

Other funds holding LCID

PSC
Portman Square Capital London, United Kingdom $2.11B AUM 19.71% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
KRW
Kaufman Rossin Wealth Miami, Florida $211M AUM 35.68% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Burkett Financial Services's LCID Position: Q2 2026 in Review

Burkett Financial Services held its Lucid Motors (LCID) position steady in Q2 2026 at 7 shares worth $46. The position accounts for ﹤0.01% of the portfolio, ranked #262.

Burkett Financial Services first reported a position in LCID in Q4 2023 and has held it in 11 quarters since. The position peaked at $328 in Q4 2023. 44 funds tracked by Wall St. Rank hold LCID as of Q2 2026.

  • Burkett Financial Services held 7 shares of Lucid Motors worth $46 as of Q2 2026.
  • Burkett Financial Services left its Lucid Motors share count unchanged in Q2 2026.
  • Lucid Motors made up ﹤0.01% of Burkett Financial Services's portfolio in Q2 2026, its #262 holding.
  • Burkett Financial Services first reported a position in Lucid Motors in Q4 2023 and has held it in 11 quarters since.
  • Burkett Financial Services's Lucid Motors position peaked at $328 in Q4 2023.
  • 44 funds tracked by Wall St. Rank held Lucid Motors as of Q2 2026.

Based on Burkett Financial Services's 13F filing for Q2 2026, filed 2 Jul 2026.