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Campbell Newman Asset Management’s Lithia Motors LAD Stock Holding History

Campbell Newman 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
Q2 		$1.74M Buy
5,985
+257
+4% +$73K 0.13% 67
2026
Q1 		$1.43M Buy
5,728
+92
+2% +$27.3K 0.12% 75
2025
Q4 		$1.87M Sell
5,636
-211
-4% -$67K 0.14% 71
2025
Q3 		$1.85M Buy
5,847
+21
+0.4% +$6.77K 0.14% 74
2025
Q2 		$1.97M Buy
5,826
+384
+7% +$119K 0.16% 67
2025
Q1 		$1.6M Sell
5,442
-24
-0.4% -$8.17K 0.14% 73
2024
Q4 		$1.95M Sell
5,466
-17
-0.3% -$5.99K 0.16% 66
2024
Q3 		$1.74M Sell
5,483
-87
-2% -$24.3K 0.13% 75
2024
Q2 		$1.41M Buy
5,570
+2
+0% +$524 0.11% 78
2024
Q1 		$1.68M Buy
5,568
+131
+2% +$38.7K 0.14% 67
2023
Q4 		$1.79M Buy
5,437
+20
+0.4% +$5.49K 0.15% 63
2023
Q3 		$1.6M Buy
5,417
+2,178
+67% +$664K 0.15% 65
2023
Q2 		$985K Buy
3,239
+75
+2% +$18K 0.09% 85
2023
Q1 		$724K Buy
3,164
+31
+1% +$7.54K 0.07% 96
2022
Q4 		$641K Buy
3,133
+101
+3% +$21.6K 0.06% 97
2022
Q3 		$651K Buy
3,032
+72
+2% +$18.8K 0.07% 93
2022
Q2 		$813K Buy
2,960
+131
+5% +$38.2K 0.09% 91
2022
Q1 		$849K Buy
2,829
+75
+3% +$23.4K 0.08% 92
2021
Q4 		$818K Buy
2,754
+53
+2% +$16.4K 0.07% 97
2021
Q3 		$856K Buy
2,701
+139
+5% +$48.4K 0.09% 92
2021
Q2 		$880K Buy
2,562
+130
+5% +$47K 0.09% 93
2021
Q1 		$949K Buy
2,432
+121
+5% +$43.5K 0.1% 91
2020
Q4 		$676K Buy
2,311
+174
+8% +$47.6K 0.08% 99
2020
Q3 		$487K Buy
+2,137
New +$481K 0.06% 106

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

Campbell Newman Asset Management's LAD Position: Q2 2026 in Review

Campbell Newman Asset Management increased its Lithia Motors (LAD) stake by 4.5% in Q2 2026, buying an estimated $73K and bringing the position to 5,985 shares worth $1.74M. The position accounts for 0.13% of the portfolio, ranked #67.

Campbell Newman Asset Management first reported a position in LAD in Q3 2020 and has held it in 24 quarters since. The position peaked at $1.97M in Q2 2025. 445 funds tracked by Wall St. Rank hold LAD as of Q2 2026.

  • Campbell Newman Asset Management held 5,985 shares of Lithia Motors worth $1.74M as of Q2 2026.
  • Campbell Newman Asset Management bought 257 Lithia Motors shares in Q2 2026, an estimated $73K.
  • Lithia Motors made up 0.13% of Campbell Newman Asset Management's portfolio in Q2 2026, its #67 holding.
  • Campbell Newman Asset Management first reported a position in Lithia Motors in Q3 2020 and has held it in 24 quarters since.
  • Campbell Newman Asset Management's Lithia Motors position peaked at $1.97M in Q2 2025.
  • 445 funds tracked by Wall St. Rank held Lithia Motors as of Q2 2026.

Based on Campbell Newman Asset Management's 13F filing for Q2 2026, filed 21 Jul 2026.