Carson Wealth (CWM LLC)
LAD icon

Carson Wealth (CWM LLC)’s Lithia Motors LAD Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$87.9K Sell
352
-266
-43% -$79K ﹤0.01% 3379
2025
Q4 		$205K Buy
618
+150
+32% +$47.6K ﹤0.01% 2559
2025
Q3 		$148K Buy
468
+87
+23% +$28.1K ﹤0.01% 2681
2025
Q2 		$129K Buy
381
+169
+80% +$52.3K ﹤0.01% 2506
2025
Q1 		$62K Buy
212
+49
+30% +$16.7K ﹤0.01% 2792
2024
Q4 		$58K Hold
163
– – ﹤0.01% 2692
2024
Q3 		$52K Buy
163
+8
+5% +$2.23K ﹤0.01% 2662
2024
Q2 		$39K Sell
155
-49
-24% -$12.8K ﹤0.01% 2639
2024
Q1 		$61K Sell
204
-11
-5% -$3.25K ﹤0.01% 2171
2023
Q4 		$71K Buy
215
+18
+9% +$4.94K ﹤0.01% 1968
2023
Q3 		$58K Hold
197
– – ﹤0.01% 1973
2023
Q2 		$60K Sell
197
-29
-13% -$6.95K ﹤0.01% 1857
2023
Q1 		$52K Buy
226
+58
+35% +$14.1K ﹤0.01% 1849
2022
Q4 		$34K Sell
168
-59
-26% -$12.6K ﹤0.01% 1999
2022
Q3 		$49K Sell
227
-1
-0.4% -$261 ﹤0.01% 1662
2022
Q2 		$63K Sell
228
-7
-3% -$2.04K ﹤0.01% 1520
2022
Q1 		$71K Buy
235
+79
+51% +$24.7K ﹤0.01% 1459
2021
Q4 		$46K Buy
+156
New +$48.2K ﹤0.01% 1606
2021
Q2 		$45K Hold
130
– – ﹤0.01% 1439
2021
Q1 		$45K Hold
130
– – ﹤0.01% 1439
2020
Q4 		$45K Hold
130
– – ﹤0.01% 1439
2020
Q3 		$45K Hold
130
– – ﹤0.01% 1439
2020
Q2 		$45K Hold
130
– – ﹤0.01% 1439
2020
Q1 		$45K Hold
130
– – ﹤0.01% 1439
2019
Q4 		$45K Hold
130
– – ﹤0.01% 1439
2019
Q3 		$45K Hold
130
– – ﹤0.01% 1439
2019
Q2 		$45K Hold
130
– – ﹤0.01% 1439
2019
Q1 		$45K Buy
+130
New +$11.3K ﹤0.01% 1439
2018
Q4 		– Sell
-52
Closed -$4K – 2181
2018
Q3 		$4K Hold
52
– – ﹤0.01% 1401
2018
Q2 		$5K Buy
+52
New +$5.15K ﹤0.01% 1200

Other funds holding LAD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ACM
Abrams Capital Management Boston, Massachusetts $5.48B AUM 3.63% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Carson Wealth (CWM LLC)'s LAD Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Lithia Motors (LAD) stake by 43% in Q1 2026, selling an estimated $79K and leaving 352 shares worth $87.9K. The position accounts for ﹤0.01% of the portfolio, ranked #3379.

Carson Wealth (CWM LLC) first reported a position in LAD in Q2 2018 and has held it in 30 quarters since. The position peaked at $205K in Q4 2025. 436 funds tracked by Wall St. Rank hold LAD as of Q1 2026.

  • Carson Wealth (CWM LLC) held 352 shares of Lithia Motors worth $87.9K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 266 Lithia Motors shares in Q1 2026, an estimated $79K.
  • Lithia Motors made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3379 holding.
  • Carson Wealth (CWM LLC) first reported a position in Lithia Motors in Q2 2018 and has held it in 30 quarters since.
  • Carson Wealth (CWM LLC)'s Lithia Motors position peaked at $205K in Q4 2025.
  • 436 funds tracked by Wall St. Rank held Lithia Motors as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.