Bellevue Asset Management’s Lithia Motors LAD Stock Holding History

Bellevue Asset Management’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 Q1	–	Sell	-10	Closed	-$3.32K	–	439
2025 Q4	$3.32K	Hold	10	–	–	﹤0.01%	385
2025 Q3	$3.16K	Buy	10 +3	+43%	+$968	﹤0.01%	391
2025 Q2	$2.36K	Hold	7	–	–	﹤0.01%	418
2025 Q1	$2.05K	Buy	7 +1	+17%	+$341	﹤0.01%	424
2024 Q4	$2.14K	Hold	6	–	–	﹤0.01%	433
2024 Q3	$1.91K	Hold	6	–	–	﹤0.01%	419
2024 Q2	$1.51K	Hold	6	–	–	﹤0.01%	438
2024 Q1	$1.8K	Hold	6	–	–	﹤0.01%	421
2023 Q4	$1.98K	Buy	6 +2	+50%	+$549	﹤0.01%	406
2023 Q3	$1.18K	Hold	4	–	–	﹤0.01%	439
2023 Q2	$1.22K	Buy	+4	New	+$958	﹤0.01%	461
2022 Q3	–	Sell	-4	Closed	-$1K	–	499
2022 Q2	$1K	Hold	4	–	–	﹤0.01%	477
2022 Q1	$1K	Sell	4 -1	-20%	-$312	﹤0.01%	516
2021 Q4	$1K	Sell	5 -4	-44%	-$1.24K	﹤0.01%	546
2021 Q3	$3K	Sell	9 -5	-36%	-$1.74K	﹤0.01%	462
2021 Q2	$5K	Sell	14 -1	-7%	-$362	﹤0.01%	382
2021 Q1	$6K	Sell	15 -2	-12%	-$719	﹤0.01%	399
2020 Q4	$6K	Sell	17 -5	-23%	-$1.37K	﹤0.01%	393
2020 Q3	$5K	Sell	22 -5	-19%	-$1.12K	﹤0.01%	392
2020 Q2	$4K	Hold	27	–	–	﹤0.01%	427
2020 Q1	$3K	Buy	+27	New	+$3.26K	﹤0.01%	455

Other funds holding LAD

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

ACM

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $3.38T AUM 44.17% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Bellevue Asset Management's LAD Position: Q1 2026 in Review

Bellevue Asset Management sold out of Lithia Motors (LAD) in Q1 2026, closing a stake of 10 shares — an estimated $3.32K sold.

Bellevue Asset Management first reported a position in LAD in Q1 2020 and held it in 21 quarters. The position peaked at $6K in Q1 2021. 436 funds tracked by Wall St. Rank hold LAD as of Q1 2026.

Bellevue Asset Management reported no remaining Lithia Motors position as of Q1 2026 after selling out during the quarter.
Bellevue Asset Management sold 10 Lithia Motors shares in Q1 2026, an estimated $3.32K.
Bellevue Asset Management first reported a position in Lithia Motors in Q1 2020 and held it in 21 quarters.
Bellevue Asset Management's Lithia Motors position peaked at $6K in Q1 2021.
436 funds tracked by Wall St. Rank held Lithia Motors as of Q1 2026.

Based on Bellevue Asset Management's 13F filing for Q1 2026, filed 24 Apr 2026.