WKWM
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Walter & Keenan Wealth Management’s Lucid Motors LCID Stock Holding History

Walter & Keenan Wealth 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
2025
Q3 		– Sell
-1,145
Closed -$24.2K – 158
2025
Q2 		$24.2K Buy
+1,145
New +$27.4K 0.01% 152

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Walter & Keenan Wealth Management's LCID Position: Q3 2025 in Review

Walter & Keenan Wealth Management sold out of Lucid Motors (LCID) in Q3 2025, closing a stake of 1,145 shares — an estimated $24.2K sold.

Walter & Keenan Wealth Management first reported a position in LCID in Q2 2025 and held it in 1 quarter. The position peaked at $24.2K in Q2 2025. 332 funds tracked by Wall St. Rank hold LCID as of Q3 2025.

  • Walter & Keenan Wealth Management reported no remaining Lucid Motors position as of Q3 2025 after selling out during the quarter.
  • Walter & Keenan Wealth Management sold 1,145 Lucid Motors shares in Q3 2025, an estimated $24.2K.
  • Walter & Keenan Wealth Management first reported a position in Lucid Motors in Q2 2025 and held it in 1 quarter.
  • Walter & Keenan Wealth Management's Lucid Motors position peaked at $24.2K in Q2 2025.
  • 332 funds tracked by Wall St. Rank held Lucid Motors as of Q3 2025.

Based on Walter & Keenan Wealth Management's 13F filing for Q3 2025, filed 13 Nov 2025.