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Forum Financial Management’s Lucid Motors LCID Stock Holding History

Forum Financial 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
Q2 		$149K Hold
22,305
– – ﹤0.01% 333
2026
Q1 		$213K Sell
22,305
-8,398
-27% -$87.3K ﹤0.01% 301
2025
Q4 		$325K Sell
30,703
-580
-2% -$9.27K ﹤0.01% 708
2025
Q3 		$744K Buy
31,283
+146
+0.5% +$3.3K 0.01% 312
2025
Q2 		$657K Buy
31,137
+7,479
+32% +$179K 0.01% 321
2025
Q1 		$573K Hold
23,658
– – 0.01% 326
2024
Q4 		$714K Sell
23,658
-451
-2% -$11.7K 0.01% 271
2024
Q3 		$851K Buy
24,109
+13
+0.1% +$453 0.01% 209
2024
Q2 		$629K Buy
24,096
+643
+3% +$17.2K 0.01% 248
2024
Q1 		$668K Buy
23,453
+5,064
+28% +$161K 0.01% 255
2023
Q4 		$774K Buy
18,389
+2,694
+17% +$121K 0.01% 200
2023
Q3 		$877K Buy
15,695
+13,500
+615% +$874K 0.02% 177
2023
Q2 		$151K Buy
2,195
+994
+83% +$70.9K ﹤0.01% 629
2023
Q1 		$96.6K Sell
1,201
-1
-0.1% -$89 ﹤0.01% 600
2022
Q4 		$82.1K Sell
1,202
-30
-2% -$3.3K ﹤0.01% 581
2022
Q3 		$172K Hold
1,232
– – 0.01% 502
2022
Q2 		$211K Sell
1,232
-8
-0.6% -$1.52K 0.01% 500
2022
Q1 		$315K Buy
1,240
+48
+4% +$14.3K 0.02% 367
2021
Q4 		$453K Buy
+1,192
New +$449K 0.02% 275

Other funds holding LCID

PIF
Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $37.9B AUM 7.98% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Forum Financial Management's LCID Position: Q2 2026 in Review

Forum Financial Management held its Lucid Motors (LCID) position steady in Q2 2026 at 22,305 shares worth $149K. The position accounts for ﹤0.01% of the portfolio, ranked #333.

Forum Financial Management first reported a position in LCID in Q4 2021 and has held it in 19 quarters since. The position peaked at $877K in Q3 2023. 370 funds tracked by Wall St. Rank hold LCID as of Q2 2026.

  • Forum Financial Management held 22,305 shares of Lucid Motors worth $149K as of Q2 2026.
  • Forum Financial Management left its Lucid Motors share count unchanged in Q2 2026.
  • Lucid Motors made up ﹤0.01% of Forum Financial Management's portfolio in Q2 2026, its #333 holding.
  • Forum Financial Management first reported a position in Lucid Motors in Q4 2021 and has held it in 19 quarters since.
  • Forum Financial Management's Lucid Motors position peaked at $877K in Q3 2023.
  • 370 funds tracked by Wall St. Rank held Lucid Motors as of Q2 2026.

Based on Forum Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.