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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ACM
Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

AGP Franklin's LAD Position: Q1 2026 in Review

AGP Franklin increased its Lithia Motors (LAD) stake by 40% in Q1 2026, buying an estimated $1.24M and bringing the position to 14,597 shares worth $3.65M. The position accounts for 1.82% of the portfolio, ranked #15.

AGP Franklin first reported a position in LAD in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.72M in Q4 2024. 432 funds tracked by Wall St. Rank hold LAD as of Q1 2026.

  • AGP Franklin held 14,597 shares of Lithia Motors worth $3.65M as of Q1 2026.
  • AGP Franklin bought 4,187 Lithia Motors shares in Q1 2026, an estimated $1.24M.
  • Lithia Motors made up 1.82% of AGP Franklin's portfolio in Q1 2026, its #15 holding.
  • AGP Franklin first reported a position in Lithia Motors in Q4 2024 and has held it in 6 quarters since.
  • AGP Franklin's Lithia Motors position peaked at $3.72M in Q4 2024.
  • 432 funds tracked by Wall St. Rank held Lithia Motors as of Q1 2026.

Based on AGP Franklin's 13F filing for Q1 2026, filed 17 Apr 2026.