AF
LAD icon

AGP Franklin’s Lithia Motors LAD Stock Holding History

AGP Franklin’s Portfolio LAD Stock Details LAD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-14,597
Closed -$3.65M – 101
2026
Q1 		$3.65M Buy
14,597
+4,187
+40% +$1.24M 1.82% 15
2025
Q4 		$3.46M Sell
10,410
-49
-0.5% -$15.6K 1.62% 19
2025
Q3 		$3.31M Buy
10,459
+34
+0.3% +$11K 1.61% 21
2025
Q2 		$3.52M Sell
10,425
-96
-0.9% -$29.7K 1.86% 14
2025
Q1 		$3.06M Buy
10,521
+119
+1% +$40.5K 1.89% 16
2024
Q4 		$3.72M Buy
+10,402
New +$3.66M 2.26% 12

Other funds holding LAD

ACM
Abrams Capital Management Boston, Massachusetts $5.48B AUM 3.63% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
LAM
Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return

AGP Franklin's LAD Position: Q2 2026 in Review

AGP Franklin sold out of Lithia Motors (LAD) in Q2 2026, closing a stake of 14,597 shares — an estimated $3.65M sold.

AGP Franklin first reported a position in LAD in Q4 2024 and held it in 6 quarters. The position peaked at $3.72M in Q4 2024. 444 funds tracked by Wall St. Rank hold LAD as of Q2 2026.

  • AGP Franklin reported no remaining Lithia Motors position as of Q2 2026 after selling out during the quarter.
  • AGP Franklin sold 14,597 Lithia Motors shares in Q2 2026, an estimated $3.65M.
  • AGP Franklin first reported a position in Lithia Motors in Q4 2024 and held it in 6 quarters.
  • AGP Franklin's Lithia Motors position peaked at $3.72M in Q4 2024.
  • 444 funds tracked by Wall St. Rank held Lithia Motors as of Q2 2026.

Based on AGP Franklin's 13F filing for Q2 2026, filed 30 Jul 2026.