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Whalen Wealth Management’s Lucid Motors LCID Stock Holding History

Whalen 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
-1,134
Closed -$23.9K – 234
2025
Q2 		$23.9K Buy
+1,134
New +$27.1K 0.02% 198

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

Whalen Wealth Management's LCID Position: Q3 2025 in Review

Whalen Wealth Management sold out of Lucid Motors (LCID) in Q3 2025, closing a stake of 1,134 shares — an estimated $23.9K sold.

Whalen Wealth Management first reported a position in LCID in Q2 2025 and held it in 1 quarter. The position peaked at $23.9K in Q2 2025. 332 funds tracked by Wall St. Rank hold LCID as of Q3 2025.

  • Whalen Wealth Management reported no remaining Lucid Motors position as of Q3 2025 after selling out during the quarter.
  • Whalen Wealth Management sold 1,134 Lucid Motors shares in Q3 2025, an estimated $23.9K.
  • Whalen Wealth Management first reported a position in Lucid Motors in Q2 2025 and held it in 1 quarter.
  • Whalen Wealth Management's Lucid Motors position peaked at $23.9K in Q2 2025.
  • 332 funds tracked by Wall St. Rank held Lucid Motors as of Q3 2025.

Based on Whalen Wealth Management's 13F filing for Q3 2025, filed 9 Oct 2025.