Bank of America
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Bank of America’s Lithia Motors LAD Stock Holding History

Bank of America’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
2021
Q4 		– Sell
-3,000
Closed -$951K – 8442
2021
Q3 		$951K Buy
+3,000
New +$1.04M ﹤0.01% 5134
2015
Q4 		– Sell
-38,700
Closed -$4.18M – 7377
2015
Q3 		$4.18M Buy
+38,700
New +$4.34M ﹤0.01% 3068

Other funds holding LAD

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $552B AUM 44.19% 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 $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
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Bank of America's LAD Position: Q1 2026 in Review

Bank of America increased its Lithia Motors (LAD) stake by 1.9% in Q1 2026, buying an estimated $408K and bringing the position to 72,855 shares worth $18.2M. The position accounts for ﹤0.01% of the portfolio, ranked #2473.

Bank of America first reported a position in LAD in Q2 2013 and has held it in 52 quarters since. The position peaked at $66.7M in Q2 2025. 434 funds tracked by Wall St. Rank hold LAD as of Q1 2026.

  • Bank of America held 72,855 shares of Lithia Motors worth $18.2M as of Q1 2026.
  • Bank of America bought 1,373 Lithia Motors shares in Q1 2026, an estimated $408K.
  • Lithia Motors made up ﹤0.01% of Bank of America's portfolio in Q1 2026, its #2473 holding.
  • Bank of America first reported a position in Lithia Motors in Q2 2013 and has held it in 52 quarters since.
  • Bank of America's Lithia Motors position peaked at $66.7M in Q2 2025.
  • 434 funds tracked by Wall St. Rank held Lithia Motors as of Q1 2026.

Based on Bank of America's 13F filing for Q1 2026, filed 18 May 2026.