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Avion Wealth’s Lithia Motors LAD Stock Holding History

Avion Wealth’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
-4
Closed – – 1593
2026
Q1 		$0 Buy
4
+2
+100% +$594 ﹤0.01% 1438
2025
Q4 		$0 Hold
2
– – ﹤0.01% 1431
2025
Q3 		$0 Hold
2
– – ﹤0.01% 1400
2025
Q2 		$0 Hold
2
– – ﹤0.01% 1412
2025
Q1 		$0 Buy
+2
New +$681 ﹤0.01% 1209
2024
Q4 		– Sell
-2
Closed – – 1159
2024
Q3 		$0 Buy
+2
New +$558 ﹤0.01% 1192
2023
Q3 		– Sell
-50
Closed -$15K – 1024
2023
Q2 		$15K Buy
+50
New +$12K ﹤0.01% 257

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

Avion Wealth's LAD Position: Q2 2026 in Review

Avion Wealth sold out of Lithia Motors (LAD) in Q2 2026, closing a stake of 4 shares.

Avion Wealth first reported a position in LAD in Q2 2023 and held it in 7 quarters. The position peaked at $15K in Q2 2023. 445 funds tracked by Wall St. Rank hold LAD as of Q2 2026.

  • Avion Wealth reported no remaining Lithia Motors position as of Q2 2026 after selling out during the quarter.
  • Avion Wealth sold 4 Lithia Motors shares in Q2 2026.
  • Avion Wealth first reported a position in Lithia Motors in Q2 2023 and held it in 7 quarters.
  • Avion Wealth's Lithia Motors position peaked at $15K in Q2 2023.
  • 445 funds tracked by Wall St. Rank held Lithia Motors as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.