Basepoint Wealth’s Lithia Motors LAD Stock Holding History

Basepoint 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	-14	Closed	-$3.55K	–	673
2026 Q1	$3.55K	Hold	14	–	–	﹤0.01%	506
2025 Q4	$4.72K	Buy	+14	New	+$4.45K	﹤0.01%	461

Other funds holding LAD

ACM

Abrams Capital Management Boston, Massachusetts $5.48B AUM 3.63% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Basepoint Wealth's LAD Position: Q2 2026 in Review

Basepoint Wealth sold out of Lithia Motors (LAD) in Q2 2026, closing a stake of 14 shares — an estimated $3.55K sold.

Basepoint Wealth first reported a position in LAD in Q4 2025 and held it in 2 quarters. The position peaked at $4.72K in Q4 2025. 444 funds tracked by Wall St. Rank hold LAD as of Q2 2026.

Basepoint Wealth reported no remaining Lithia Motors position as of Q2 2026 after selling out during the quarter.
Basepoint Wealth sold 14 Lithia Motors shares in Q2 2026, an estimated $3.55K.
Basepoint Wealth first reported a position in Lithia Motors in Q4 2025 and held it in 2 quarters.
Basepoint Wealth's Lithia Motors position peaked at $4.72K in Q4 2025.
444 funds tracked by Wall St. Rank held Lithia Motors as of Q2 2026.

Based on Basepoint Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.