Barrow, Hanley, Mewhinney & Strauss
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Barrow, Hanley, Mewhinney & Strauss’s Lithia Motors LAD Stock Holding History

Barrow, Hanley, Mewhinney & Strauss’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 		$19.8K Hold
68
– – ﹤0.01% 186
2026
Q1 		$17K Hold
68
– – ﹤0.01% 184
2025
Q4 		$22.6K Hold
68
– – ﹤0.01% 168
2025
Q3 		$21.5K Sell
68
-78
-53% -$25.2K ﹤0.01% 168
2025
Q2 		$49.3K Buy
146
+11
+8% +$3.4K ﹤0.01% 148
2025
Q1 		$39.6K Sell
135
-1,607,998
-100% -$548M ﹤0.01% 151
2024
Q4 		$575M Sell
1,608,133
-29,770
-2% -$10.5M 1.96% 12
2024
Q3 		$520M Sell
1,637,903
-62,990
-4% -$17.6M 1.7% 17
2024
Q2 		$429M Buy
1,700,893
+217,867
+15% +$57M 1.47% 28
2024
Q1 		$446M Sell
1,483,026
-51,136
-3% -$15.1M 1.5% 25
2023
Q4 		$505M Sell
1,534,162
-55,745
-4% -$15.3M 1.78% 22
2023
Q3 		$470M Buy
1,589,907
+91,949
+6% +$28M 1.79% 18
2023
Q2 		$456M Buy
1,497,958
+91,769
+7% +$22M 1.7% 20
2023
Q1 		$322M Buy
1,406,189
+24,341
+2% +$5.92M 1.25% 39
2022
Q4 		$283M Buy
1,381,848
+92,555
+7% +$19.8M 1.06% 43
2022
Q3 		$277M Buy
1,289,293
+324,492
+34% +$84.8M 1.13% 39
2022
Q2 		$265M Sell
964,801
-42,493
-4% -$12.4M 1% 41
2022
Q1 		$302M Sell
1,007,294
-2,625
-0.3% -$819K 0.99% 43
2021
Q4 		$300M Buy
1,009,919
+718,639
+247% +$222M 0.95% 44
2021
Q3 		$92.3M Buy
+291,280
New +$101M 0.31% 74

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

Barrow, Hanley, Mewhinney & Strauss's LAD Position: Q2 2026 in Review

Barrow, Hanley, Mewhinney & Strauss held its Lithia Motors (LAD) position steady in Q2 2026 at 68 shares worth $19.8K. The position accounts for ﹤0.01% of the portfolio, ranked #186.

Barrow, Hanley, Mewhinney & Strauss first reported a position in LAD in Q3 2021 and has held it in 20 quarters since. The position peaked at $575M in Q4 2024. 445 funds tracked by Wall St. Rank hold LAD as of Q2 2026.

  • Barrow, Hanley, Mewhinney & Strauss held 68 shares of Lithia Motors worth $19.8K as of Q2 2026.
  • Barrow, Hanley, Mewhinney & Strauss left its Lithia Motors share count unchanged in Q2 2026.
  • Lithia Motors made up ﹤0.01% of Barrow, Hanley, Mewhinney & Strauss's portfolio in Q2 2026, its #186 holding.
  • Barrow, Hanley, Mewhinney & Strauss first reported a position in Lithia Motors in Q3 2021 and has held it in 20 quarters since.
  • Barrow, Hanley, Mewhinney & Strauss's Lithia Motors position peaked at $575M in Q4 2024.
  • 445 funds tracked by Wall St. Rank held Lithia Motors as of Q2 2026.

Based on Barrow, Hanley, Mewhinney & Strauss's 13F filing for Q2 2026, filed 12 Aug 2026.