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Bridges Investment Management’s Lithia Motors LAD Stock Holding History

Bridges Investment 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
Q2 		$80.8M Sell
278,265
-6,797
-2% -$1.93M 0.98% 28
2026
Q1 		$71.2M Buy
285,062
+737
+0.3% +$219K 0.96% 28
2025
Q4 		$94.5M Buy
284,325
+21,168
+8% +$6.72M 1.2% 25
2025
Q3 		$83.2M Buy
263,157
+7,558
+3% +$2.44M 1.06% 27
2025
Q2 		$86.3M Buy
255,599
+14,179
+6% +$4.39M 1.17% 28
2025
Q1 		$70.9M Buy
241,420
+11,500
+5% +$3.92M 1.02% 29
2024
Q4 		$82.2M Sell
229,920
-841
-0.4% -$296K 1.15% 28
2024
Q3 		$73.3M Buy
230,761
+69,901
+43% +$19.5M 1.02% 30
2024
Q2 		$40.6M Buy
160,860
+87,362
+119% +$22.9M 0.62% 44
2024
Q1 		$22.1M Buy
73,498
+21,130
+40% +$6.25M 0.69% 38
2023
Q4 		$17.2M Buy
52,368
+117
+0.2% +$32.1K 0.57% 42
2023
Q3 		$15.4M Buy
52,251
+15,643
+43% +$4.77M 0.55% 45
2023
Q2 		$11.1M Buy
+36,608
New +$8.77M 0.37% 56

Other funds holding LAD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
CC
Chicago Capital Chicago, Illinois $4.15B AUM 31.09% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
IAM
Iridian Asset Management Westport, Connecticut $291M AUM 49.45% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Bridges Investment Management's LAD Position: Q2 2026 in Review

Bridges Investment Management reduced its Lithia Motors (LAD) stake by 2.4% in Q2 2026, selling an estimated $1.93M and leaving 278,265 shares worth $80.8M. The position accounts for 0.98% of the portfolio, ranked #28.

Bridges Investment Management first reported a position in LAD in Q2 2023 and has held it in 13 quarters since. The position peaked at $94.5M in Q4 2025. 200 funds tracked by Wall St. Rank hold LAD as of Q2 2026.

  • Bridges Investment Management held 278,265 shares of Lithia Motors worth $80.8M as of Q2 2026.
  • Bridges Investment Management sold 6,797 Lithia Motors shares in Q2 2026, an estimated $1.93M.
  • Lithia Motors made up 0.98% of Bridges Investment Management's portfolio in Q2 2026, its #28 holding.
  • Bridges Investment Management first reported a position in Lithia Motors in Q2 2023 and has held it in 13 quarters since.
  • Bridges Investment Management's Lithia Motors position peaked at $94.5M in Q4 2025.
  • 200 funds tracked by Wall St. Rank held Lithia Motors as of Q2 2026.

Based on Bridges Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.