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AXQ Capital’s Lithia Motors LAD Stock Holding History

AXQ Capital’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
-1,237
Closed -$309K – 1176
2026
Q1 		$309K Buy
+1,237
New +$367K 0.04% 593
2024
Q3 		– Sell
-3,427
Closed -$865K – 525
2024
Q2 		$865K Buy
3,427
+72
+2% +$18.8K 0.2% 191
2024
Q1 		$1.01M Buy
3,355
+1,000
+42% +$296K 0.24% 140
2023
Q4 		$775K Buy
2,355
+555
+31% +$152K 0.21% 175
2023
Q3 		$532K Buy
+1,800
New +$549K 0.19% 206

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

AXQ Capital's LAD Position: Q2 2026 in Review

AXQ Capital sold out of Lithia Motors (LAD) in Q2 2026, closing a stake of 1,237 shares — an estimated $309K sold.

AXQ Capital first reported a position in LAD in Q3 2023 and held it in 5 quarters. The position peaked at $1.01M in Q1 2024. 445 funds tracked by Wall St. Rank hold LAD as of Q2 2026.

  • AXQ Capital reported no remaining Lithia Motors position as of Q2 2026 after selling out during the quarter.
  • AXQ Capital sold 1,237 Lithia Motors shares in Q2 2026, an estimated $309K.
  • AXQ Capital first reported a position in Lithia Motors in Q3 2023 and held it in 5 quarters.
  • AXQ Capital's Lithia Motors position peaked at $1.01M in Q1 2024.
  • 445 funds tracked by Wall St. Rank held Lithia Motors as of Q2 2026.

Based on AXQ Capital's 13F filing for Q2 2026, filed 6 Aug 2026.