Bank of Montreal’s Lithia Motors LAD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $723K | Buy |
2,895
+394
| +16% | +$117K | ﹤0.01% | 2210 |
|
|
2025
Q4 | $831K | Sell |
2,501
-66
| -3% | -$21K | ﹤0.01% | 2075 |
|
|
2025
Q3 | $811K | Sell |
2,567
-403
| -14% | -$130K | ﹤0.01% | 2049 |
|
|
2025
Q2 | $1M | Sell |
2,970
-304
| -9% | -$94K | ﹤0.01% | 1902 |
|
|
2025
Q1 | $961K | Hold |
3,274
| – | – | ﹤0.01% | 1846 |
|
|
2024
Q4 | $1.17M | Buy |
3,274
+355
| +12% | +$125K | ﹤0.01% | 1797 |
|
|
2024
Q3 | $937K | Sell |
2,919
-46,000
| -94% | -$12.8M | ﹤0.01% | 2076 |
|
|
2024
Q2 | $12.4M | Buy |
48,919
+45,866
| +1,502% | +$12M | ﹤0.01% | 924 |
|
|
2024
Q1 | $930K | Buy |
3,053
+45
| +1% | +$13.3K | ﹤0.01% | 2049 |
|
|
2023
Q4 | $997K | Buy |
3,008
+154
| +5% | +$42.3K | ﹤0.01% | 2048 |
|
|
2023
Q3 | $843K | Sell |
2,854
-131
| -4% | -$39.9K | ﹤0.01% | 2152 |
|
|
2023
Q2 | $915K | Sell |
2,985
-520
| -15% | -$125K | ﹤0.01% | 2240 |
|
|
2023
Q1 | $804K | Sell |
3,505
-113
| -3% | -$27.5K | ﹤0.01% | 2184 |
|
|
2022
Q4 | $743K | Buy |
3,618
+879
| +32% | +$188K | ﹤0.01% | 2365 |
|
|
2022
Q3 | $636 | Sell |
2,739
-13,647
| -83% | -$3.57M | ﹤0.01% | 2439 |
|
|
2022
Q2 | $4.74K | Buy |
16,386
+13,596
| +487% | +$3.96M | ﹤0.01% | 1461 |
|
|
2022
Q1 | $902K | Buy |
2,790
+107
| +4% | +$33.4K | ﹤0.01% | 2421 |
|
|
2021
Q4 | $800K | Sell |
2,683
-9,395
| -78% | -$2.9M | ﹤0.01% | 2087 |
|
|
2021
Q3 | $4.26M | Sell |
12,078
-4,764
| -28% | -$1.66M | ﹤0.01% | 1711 |
|
|
2021
Q2 | $5.69M | Buy |
16,842
+14,163
| +529% | +$5.12M | ﹤0.01% | 1548 |
|
|
2021
Q1 | $1.05M | Sell |
2,679
-3,063
| -53% | -$1.1M | ﹤0.01% | 2153 |
|
|
2020
Q4 | $1.83M | Buy |
5,742
+3,236
| +129% | +$885K | ﹤0.01% | 1870 |
|
|
2020
Q3 | $675K | Sell |
2,506
-471
| -16% | -$106K | ﹤0.01% | 2180 |
|
|
2020
Q2 | $470K | Buy |
2,977
+1,896
| +175% | +$217K | ﹤0.01% | 2290 |
|
|
2020
Q1 | $76K | Sell |
1,081
-2,166
| -67% | -$261K | ﹤0.01% | 2723 |
|
|
2019
Q4 | $477K | Buy |
3,247
+802
| +33% | +$121K | ﹤0.01% | 2699 |
|
|
2019
Q3 | $323K | Buy |
2,445
+90
| +4% | +$11.5K | ﹤0.01% | 2657 |
|
|
2019
Q2 | $280K | Buy |
2,355
+1,852
| +368% | +$205K | ﹤0.01% | 2746 |
|
|
2019
Q1 | $47K | Sell |
503
-593
| -54% | -$51.6K | ﹤0.01% | 3360 |
|
|
2018
Q4 | $84K | Buy |
1,096
+435
| +66% | +$34.4K | ﹤0.01% | 3041 |
|
|
2018
Q3 | $54K | Sell |
661
-597
| -47% | -$52.6K | ﹤0.01% | 3360 |
|
|
2018
Q2 | $119K | Buy |
1,258
+221
| +21% | +$21.9K | ﹤0.01% | 3043 |
|
|
2018
Q1 | $104K | Buy |
1,037
+256
| +33% | +$29K | ﹤0.01% | 2951 |
|
|
2017
Q4 | $89K | Buy |
781
+18
| +2% | +$2.09K | ﹤0.01% | 3045 |
|
|
2017
Q3 | $91K | Hold |
763
| – | – | ﹤0.01% | 3023 |
|
|
2017
Q2 | $72K | Sell |
763
-170
| -18% | -$15.4K | ﹤0.01% | 3094 |
|
|
2017
Q1 | $80K | Sell |
933
-355
| -28% | -$34.4K | ﹤0.01% | 2910 |
|
|
2016
Q4 | $118K | Buy |
1,288
+170
| +15% | +$15.6K | ﹤0.01% | 2752 |
|
|
2016
Q3 | $107K | Buy |
1,118
+274
| +32% | +$23K | ﹤0.01% | 2740 |
|
|
2016
Q2 | $60K | Sell |
844
-36
| -4% | -$2.88K | ﹤0.01% | 2998 |
|
|
2016
Q1 | $77K | Sell |
880
-1,472
| -63% | -$126K | ﹤0.01% | 2892 |
|
|
2015
Q4 | $251K | Buy |
2,352
+1,786
| +316% | +$205K | ﹤0.01% | 2288 |
|
|
2015
Q3 | $61K | Hold |
566
| – | – | ﹤0.01% | 2846 |
|
|
2015
Q2 | $64K | Hold |
566
| – | – | ﹤0.01% | 2922 |
|
|
2015
Q1 | $56K | Sell |
566
-219
| -28% | -$19.7K | ﹤0.01% | 2870 |
|
|
2014
Q4 | $68K | Sell |
785
-75
| -9% | -$5.81K | ﹤0.01% | 2941 |
|
|
2014
Q3 | $65K | Sell |
860
-524
| -38% | -$46.4K | ﹤0.01% | 3036 |
|
|
2014
Q2 | $131K | Buy |
1,384
+560
| +68% | +$42.8K | ﹤0.01% | 2695 |
|
|
2014
Q1 | $55K | Hold |
824
| – | – | ﹤0.01% | 3090 |
|
|
2013
Q4 | $57K | Sell |
824
-72,575
| -99% | -$4.87M | ﹤0.01% | 2805 |
|
|
2013
Q3 | $5.36M | Sell |
73,399
-101,247
| -58% | -$6.62M | 0.01% | 755 |
|
|
2013
Q2 | $9.31M | Buy |
+174,646
| New | +$8.77M | 0.02% | 515 |
|
Other funds holding LAD
ACM
VPM
VCM
RRAM
Bank of Montreal's LAD Position: Q1 2026 in Review
Bank of Montreal increased its Lithia Motors (LAD) stake by 16% in Q1 2026, buying an estimated $117K and bringing the position to 2,895 shares worth $723K. The position accounts for ﹤0.01% of the portfolio, ranked #2210.
Bank of Montreal first reported a position in LAD in Q2 2013 and has held it in 52 quarters since. The position peaked at $12.4M in Q2 2024. 433 funds tracked by Wall St. Rank hold LAD as of Q1 2026.
- Bank of Montreal held 2,895 shares of Lithia Motors worth $723K as of Q1 2026.
- Bank of Montreal bought 394 Lithia Motors shares in Q1 2026, an estimated $117K.
- Lithia Motors made up ﹤0.01% of Bank of Montreal's portfolio in Q1 2026, its #2210 holding.
- Bank of Montreal first reported a position in Lithia Motors in Q2 2013 and has held it in 52 quarters since.
- Bank of Montreal's Lithia Motors position peaked at $12.4M in Q2 2024.
- 433 funds tracked by Wall St. Rank held Lithia Motors as of Q1 2026.
Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.