Summit Securities Group’s Lucid Motors LCID Stock Holding History

Summit Securities Group’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
2025 Q3	–	Sell	-49,000	Closed	-$1.03M	–	1217
2025 Q2	$1.03M	Buy	+49,000	New	+$1.17M	0.2%	92
2022 Q3	–	Sell	-3,000	Closed	-$515K	–	1055
2022 Q2	$515K	Hold	3,000	–	–	0.06%	188
2022 Q1	$762K	Buy	3,000 +1,000	+50%	+$298K	0.09%	177
2021 Q4	$761K	Buy	2,000 +1,983	+11,665%	+$748K	0.04%	281
2021 Q3	$431K	Sell	17 -93	-85%	-$21.5K	0.03%	436
2021 Q2	$3.16M	Sell	110 -14	-11%	-$3.07K	0.26%	85
2021 Q1	$2.87M	Buy	+124	New	+$33.2K	0.31%	66

Other funds holding LCID

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $24.5B AUM 50.2% 1-Year Est. Return

Calamos Advisors Naperville, Illinois $33.5B AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Storebrand Asset Management Lysaker, Norway $41.4B AUM 32.65% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.8B AUM 17.58% 1-Year Est. Return

Summit Securities Group's LCID Position: Q3 2026 in Review

Summit Securities Group opened a new position in Lucid Motors (LCID) in Q3 2026: 7,051 shares worth $28.7K. The stake represents ﹤0.01% of the portfolio and ranks #665 among its holdings. This is a return to the name: Summit Securities Group previously reported a position in LCID as recently as Q4 2025.

Summit Securities Group first reported a position in LCID in Q1 2021 and has held it in 12 quarters since. The position peaked at $695K in Q3 2021. 200 funds tracked by Wall St. Rank hold LCID as of Q3 2026.

Summit Securities Group held 7,051 shares of Lucid Motors worth $28.7K as of Q3 2026.
Lucid Motors was a new Summit Securities Group position in Q3 2026.
Lucid Motors made up ﹤0.01% of Summit Securities Group's portfolio in Q3 2026, its #665 holding.
Summit Securities Group first reported a position in Lucid Motors in Q1 2021 and has held it in 12 quarters since.
Summit Securities Group's Lucid Motors position peaked at $695K in Q3 2021.
200 funds tracked by Wall St. Rank held Lucid Motors as of Q3 2026.

Based on Summit Securities Group's 13F filing for Q3 2026, filed 5 Nov 2026.