CIBC Private Wealth Group
LAD icon

CIBC Private Wealth Group’s Lithia Motors LAD Stock Holding History

CIBC Private Wealth Group’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
2025
Q4 		$14M Buy
42,081
+1,000
+2% +$318K 0.02% 313
2025
Q3 		$13M Buy
41,081
+543
+1% +$175K 0.02% 318
2025
Q2 		$13.7M Sell
40,538
-1,011
-2% -$313K 0.02% 319
2025
Q1 		$11.3M Sell
41,549
-2,863
-6% -$975K 0.02% 313
2024
Q4 		$15.5M Sell
44,412
-6,622
-13% -$2.33M 0.03% 297
2024
Q3 		$16.2M Sell
51,034
-824
-2% -$230K 0.03% 296
2024
Q2 		$12.9M Buy
51,858
+14,940
+40% +$3.91M 0.02% 297
2024
Q1 		$10.9M Buy
36,918
+29,119
+373% +$8.61M 0.02% 317
2023
Q4 		$2.57M Buy
7,799
+911
+13% +$250K 0.01% 484
2023
Q3 		$2.03M Buy
+6,888
New +$2.1M ﹤0.01% 492
2019
Q3 		– Sell
-3,205
Closed -$381K – 914
2019
Q2 		$381K Buy
+3,205
New +$354K ﹤0.01% 768
2018
Q3 		– Sell
-700
Closed -$66K – 1371
2018
Q2 		$66K Hold
700
– – ﹤0.01% 1105
2018
Q1 		$70K Hold
700
– – ﹤0.01% 1086
2017
Q4 		$80K Buy
+700
New +$81.4K ﹤0.01% 1077

Other funds holding LAD

ACM
Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $32.4B AUM 17.21% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

CIBC Private Wealth Group's LAD Position: Q4 2025 in Review

CIBC Private Wealth Group increased its Lithia Motors (LAD) stake by 2.4% in Q4 2025, buying an estimated $318K and bringing the position to 42,081 shares worth $14M. The position accounts for 0.02% of the portfolio, ranked #313.

CIBC Private Wealth Group first reported a position in LAD in Q4 2017 and has held it in 14 quarters since. The position peaked at $16.2M in Q3 2024. 479 funds tracked by Wall St. Rank hold LAD as of Q4 2025.

  • CIBC Private Wealth Group held 42,081 shares of Lithia Motors worth $14M as of Q4 2025.
  • CIBC Private Wealth Group bought 1,000 Lithia Motors shares in Q4 2025, an estimated $318K.
  • Lithia Motors made up 0.02% of CIBC Private Wealth Group's portfolio in Q4 2025, its #313 holding.
  • CIBC Private Wealth Group first reported a position in Lithia Motors in Q4 2017 and has held it in 14 quarters since.
  • CIBC Private Wealth Group's Lithia Motors position peaked at $16.2M in Q3 2024.
  • 479 funds tracked by Wall St. Rank held Lithia Motors as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.