Benjamin Edwards Inc’s Lithia Motors LAD Stock Holding History

Benjamin Edwards Inc’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	$207K	Buy	+712	New	+$202K	﹤0.01%	1370
2026 Q1	–	Sell	-731	Closed	-$243K	–	1390
2025 Q4	$243K	Sell	731 -25	-3%	-$7.94K	﹤0.01%	1197
2025 Q3	$239K	Buy	756 +26	+4%	+$8.39K	﹤0.01%	1192
2025 Q2	$247K	Buy	730 +30	+4%	+$9.28K	﹤0.01%	1054
2025 Q1	$206K	Hold	700	–	–	﹤0.01%	1045
2024 Q4	$250K	Buy	700 +37	+6%	+$13K	﹤0.01%	1024
2024 Q3	$211K	Buy	+663	New	+$185K	﹤0.01%	1049

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

Benjamin Edwards Inc's LAD Position: Q2 2026 in Review

Benjamin Edwards Inc opened a new position in Lithia Motors (LAD) in Q2 2026: 712 shares worth $207K. The stake represents ﹤0.01% of the portfolio and ranks #1370 among its holdings. This is a return to the name: Benjamin Edwards Inc previously reported a position in LAD as recently as Q4 2025.

Benjamin Edwards Inc first reported a position in LAD in Q3 2024 and has held it in 7 quarters since. The position peaked at $250K in Q4 2024. 445 funds tracked by Wall St. Rank hold LAD as of Q2 2026.

Benjamin Edwards Inc held 712 shares of Lithia Motors worth $207K as of Q2 2026.
Lithia Motors was a new Benjamin Edwards Inc position in Q2 2026.
Lithia Motors made up ﹤0.01% of Benjamin Edwards Inc's portfolio in Q2 2026, its #1370 holding.
Benjamin Edwards Inc first reported a position in Lithia Motors in Q3 2024 and has held it in 7 quarters since.
Benjamin Edwards Inc's Lithia Motors position peaked at $250K in Q4 2024.
445 funds tracked by Wall St. Rank held Lithia Motors as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.