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Camelot Portfolios’s Lithia Motors LAD Stock Holding History

Camelot Portfolios’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 		$702K Sell
2,418
-7
-0.3% -$1.99K 0.49% 76
2026
Q1 		$606K Sell
2,425
-126
-5% -$37.4K 0.45% 83
2025
Q4 		$848K Sell
2,551
-12
-0.5% -$3.81K 0.52% 60
2025
Q3 		$810K Sell
2,563
-104
-4% -$33.5K 0.48% 69
2025
Q2 		$901K Sell
2,667
-93
-3% -$28.8K 0.54% 61
2025
Q1 		$810K Buy
2,760
+189
+7% +$64.4K 0.5% 73
2024
Q4 		$919K Sell
2,571
-20
-0.8% -$7.04K 0.99% 31
2024
Q3 		$823K Sell
2,591
-359
-12% -$100K 0.81% 45
2024
Q2 		$745K Buy
2,950
+474
+19% +$124K 0.42% 71
2024
Q1 		$745K Sell
2,476
-418
-14% -$124K 0.73% 49
2023
Q4 		$953K Buy
2,894
+223
+8% +$61.2K 0.56% 56
2023
Q3 		$789K Sell
2,671
-326
-11% -$99.4K 0.75% 42
2023
Q2 		$912K Sell
2,997
-51
-2% -$12.2K 0.57% 51
2023
Q1 		$698K Buy
3,048
+177
+6% +$43K 0.49% 62
2022
Q4 		$588K Sell
2,871
-193
-6% -$41.2K 0.43% 70
2022
Q3 		$657K Buy
3,064
+1,204
+65% +$315K 0.62% 51
2022
Q2 		$511K Buy
1,860
+515
+38% +$150K 0.31% 102
2022
Q1 		$404K Buy
+1,345
New +$420K 0.2% 141

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

Camelot Portfolios's LAD Position: Q2 2026 in Review

Camelot Portfolios reduced its Lithia Motors (LAD) stake by 0.29% in Q2 2026, selling an estimated $1.99K and leaving 2,418 shares worth $702K. The position accounts for 0.49% of the portfolio, ranked #76.

Camelot Portfolios first reported a position in LAD in Q1 2022 and has held it in 18 quarters since. The position peaked at $953K in Q4 2023. 445 funds tracked by Wall St. Rank hold LAD as of Q2 2026.

  • Camelot Portfolios held 2,418 shares of Lithia Motors worth $702K as of Q2 2026.
  • Camelot Portfolios sold 7 Lithia Motors shares in Q2 2026, an estimated $1.99K.
  • Lithia Motors made up 0.49% of Camelot Portfolios's portfolio in Q2 2026, its #76 holding.
  • Camelot Portfolios first reported a position in Lithia Motors in Q1 2022 and has held it in 18 quarters since.
  • Camelot Portfolios's Lithia Motors position peaked at $953K in Q4 2023.
  • 445 funds tracked by Wall St. Rank held Lithia Motors as of Q2 2026.

Based on Camelot Portfolios's 13F filing for Q2 2026, filed 17 Jul 2026.