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Mark Sheptoff Financial Planning’s Lucid Motors LCID Stock Holding History

Mark Sheptoff Financial Planning’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 		$67 Hold
10
– – ﹤0.01% 511
2026
Q1 		$63 Hold
10
– – ﹤0.01% 505
2025
Q4 		$106 Hold
10
– – ﹤0.01% 503
2025
Q3 		$238 Hold
10
– – ﹤0.01% 474
2025
Q2 		$211 Hold
10
– – ﹤0.01% 506
2025
Q1 		$242 Hold
10
– – ﹤0.01% 435
2024
Q4 		$302 Hold
10
– – ﹤0.01% 422
2024
Q3 		$353 Hold
10
– – ﹤0.01% 416
2024
Q2 		$261 Hold
10
– – ﹤0.01% 419
2024
Q1 		$285 Hold
10
– – ﹤0.01% 388
2023
Q4 		$421 Hold
10
– – ﹤0.01% 381
2023
Q3 		$559 Hold
10
– – ﹤0.01% 366
2023
Q2 		$689 Hold
10
– – ﹤0.01% 373
2023
Q1 		$804 Hold
10
– – ﹤0.01% 366
2022
Q4 		$683 Hold
10
– – ﹤0.01% 374
2022
Q3 		$1K Hold
10
– – ﹤0.01% 351
2022
Q2 		$2K Hold
10
– – ﹤0.01% 340
2022
Q1 		$3K Hold
10
– – ﹤0.01% 367
2021
Q4 		$4K Buy
+10
New +$3.77K ﹤0.01% 374

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

Mark Sheptoff Financial Planning's LCID Position: Q2 2026 in Review

Mark Sheptoff Financial Planning held its Lucid Motors (LCID) position steady in Q2 2026 at 10 shares worth $67. The position accounts for ﹤0.01% of the portfolio, ranked #511.

Mark Sheptoff Financial Planning first reported a position in LCID in Q4 2021 and has held it in 19 quarters since. The position peaked at $4K in Q4 2021. 371 funds tracked by Wall St. Rank hold LCID as of Q2 2026.

  • Mark Sheptoff Financial Planning held 10 shares of Lucid Motors worth $67 as of Q2 2026.
  • Mark Sheptoff Financial Planning left its Lucid Motors share count unchanged in Q2 2026.
  • Lucid Motors made up ﹤0.01% of Mark Sheptoff Financial Planning's portfolio in Q2 2026, its #511 holding.
  • Mark Sheptoff Financial Planning first reported a position in Lucid Motors in Q4 2021 and has held it in 19 quarters since.
  • Mark Sheptoff Financial Planning's Lucid Motors position peaked at $4K in Q4 2021.
  • 371 funds tracked by Wall St. Rank held Lucid Motors as of Q2 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2026, filed 13 Aug 2026.