AmeriFlex Group’s Lithia Motors LAD Stock Holding History

AmeriFlex Group’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	$16K	Buy	55 +1	+2%	+$284	0.01%	751
2026 Q1	$13.5K	Buy	+54	New	+$16K	0.01%	687

Other funds holding LAD

ACM

Abrams Capital Management Boston, Massachusetts $5.48B AUM 3.63% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

AmeriFlex Group's LAD Position: Q2 2026 in Review

AmeriFlex Group increased its Lithia Motors (LAD) stake by 1.9% in Q2 2026, buying an estimated $284 and bringing the position to 55 shares worth $16K. The position accounts for 0.01% of the portfolio, ranked #751.

AmeriFlex Group first reported a position in LAD in Q1 2026 and has held it in 2 quarters since. 445 funds tracked by Wall St. Rank hold LAD as of Q2 2026.

AmeriFlex Group held 55 shares of Lithia Motors worth $16K as of Q2 2026.
AmeriFlex Group bought 1 Lithia Motors share in Q2 2026, an estimated $284.
Lithia Motors made up 0.01% of AmeriFlex Group's portfolio in Q2 2026, its #751 holding.
AmeriFlex Group first reported a position in Lithia Motors in Q1 2026 and has held it in 2 quarters since.
445 funds tracked by Wall St. Rank held Lithia Motors as of Q2 2026.

Based on AmeriFlex Group's 13F filing for Q2 2026, filed 14 Aug 2026.