Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Lucid Motors LCID Stock Holding History

Carson Wealth (CWM LLC)’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 		$135K Buy
14,138
+11,839
+515% +$123K ﹤0.01% 3030
2025
Q4 		$24K Sell
2,299
-3,019
-57% -$48.2K ﹤0.01% 4066
2025
Q3 		$126K Buy
5,318
+2,784
+110% +$62.9K ﹤0.01% 2798
2025
Q2 		$53K Sell
2,534
-261
-9% -$6.25K ﹤0.01% 3235
2025
Q1 		$68K Buy
2,795
+677
+32% +$18.1K ﹤0.01% 2722
2024
Q4 		$64K Sell
2,118
-1,317
-38% -$34.3K ﹤0.01% 2604
2024
Q3 		$121K Buy
3,435
+677
+25% +$23.6K ﹤0.01% 2080
2024
Q2 		$72K Sell
2,758
-391
-12% -$10.4K ﹤0.01% 2211
2024
Q1 		$90K Buy
3,149
+690
+28% +$22K ﹤0.01% 1940
2023
Q4 		$104K Buy
2,459
+1,060
+76% +$47.6K ﹤0.01% 1742
2023
Q3 		$78K Sell
1,399
-597
-30% -$38.6K ﹤0.01% 1785
2023
Q2 		$138K Sell
1,996
-1,022
-34% -$72.9K ﹤0.01% 1402
2023
Q1 		$243K Sell
3,018
-80
-3% -$7.11K ﹤0.01% 1126
2022
Q4 		$212K Buy
3,098
+640
+26% +$70.4K ﹤0.01% 1085
2022
Q3 		$343K Buy
2,458
+119
+5% +$20.6K ﹤0.01% 860
2022
Q2 		$401K Buy
2,339
+1,005
+75% +$191K ﹤0.01% 798
2022
Q1 		$339K Buy
1,334
+403
+43% +$120K ﹤0.01% 845
2021
Q4 		$354K Buy
+931
New +$351K ﹤0.01% 826
2021
Q2 		$116K Hold
402
– – ﹤0.01% 1083
2021
Q1 		$116K Hold
402
– – ﹤0.01% 1083
2020
Q4 		$116K Hold
402
– – ﹤0.01% 1083
2020
Q3 		$116K Buy
+402
New +$39.5K ﹤0.01% 1083

Other funds holding LCID

PIF
Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $12B AUM 0.61% 1-Year Est. Return
U
Uber San Francisco, California $4.51B AUM 1.92% 1-Year Est. Return
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 $218B AUM 29.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Carson Wealth (CWM LLC)'s LCID Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Lucid Motors (LCID) stake by 515% in Q1 2026, buying an estimated $123K and bringing the position to 14,138 shares worth $135K. The position accounts for ﹤0.01% of the portfolio, ranked #3030.

Carson Wealth (CWM LLC) first reported a position in LCID in Q3 2020 and has held it in 22 quarters since. The position peaked at $401K in Q2 2022. 354 funds tracked by Wall St. Rank hold LCID as of Q1 2026.

  • Carson Wealth (CWM LLC) held 14,138 shares of Lucid Motors worth $135K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 11,839 Lucid Motors shares in Q1 2026, an estimated $123K.
  • Lucid Motors made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3030 holding.
  • Carson Wealth (CWM LLC) first reported a position in Lucid Motors in Q3 2020 and has held it in 22 quarters since.
  • Carson Wealth (CWM LLC)'s Lucid Motors position peaked at $401K in Q2 2022.
  • 354 funds tracked by Wall St. Rank held Lucid Motors as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.