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Brown, Lisle/Cummings’s Lithia Motors LAD Stock Holding History

Brown, Lisle/Cummings’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 		$581 Sell
2
-2
-50% -$568 ﹤0.01% 1010
2026
Q1 		$999 Buy
+4
New +$1.19K ﹤0.01% 935

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

Brown, Lisle/Cummings's LAD Position: Q2 2026 in Review

Brown, Lisle/Cummings reduced its Lithia Motors (LAD) stake by 50% in Q2 2026, selling an estimated $568 and leaving 2 shares worth $581. The position accounts for ﹤0.01% of the portfolio, ranked #1010.

Brown, Lisle/Cummings first reported a position in LAD in Q1 2026 and has held it in 2 quarters since. The position peaked at $999 in Q1 2026. 445 funds tracked by Wall St. Rank hold LAD as of Q2 2026.

  • Brown, Lisle/Cummings held 2 shares of Lithia Motors worth $581 as of Q2 2026.
  • Brown, Lisle/Cummings sold 2 Lithia Motors shares in Q2 2026, an estimated $568.
  • Lithia Motors made up ﹤0.01% of Brown, Lisle/Cummings's portfolio in Q2 2026, its #1010 holding.
  • Brown, Lisle/Cummings first reported a position in Lithia Motors in Q1 2026 and has held it in 2 quarters since.
  • Brown, Lisle/Cummings's Lithia Motors position peaked at $999 in Q1 2026.
  • 445 funds tracked by Wall St. Rank held Lithia Motors as of Q2 2026.

Based on Brown, Lisle/Cummings's 13F filing for Q2 2026, filed 2 Sep 2026.