CCFM
LAD icon

Clear Creek Financial Management’s Lithia Motors LAD Stock Holding History

Clear Creek Financial 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 		$350K Sell
1,205
-76
-6% -$21.6K 0.02% 487
2026
Q1 		$320K Buy
1,281
+164
+15% +$48.7K 0.02% 488
2025
Q4 		$371K Buy
1,117
+291
+35% +$92.4K 0.03% 446
2025
Q3 		$261K Buy
+826
New +$266K 0.02% 502

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 $3.38T AUM 44.17% 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

Clear Creek Financial Management's LAD Position: Q2 2026 in Review

Clear Creek Financial Management reduced its Lithia Motors (LAD) stake by 5.9% in Q2 2026, selling an estimated $21.6K and leaving 1,205 shares worth $350K. The position accounts for 0.02% of the portfolio, ranked #487.

Clear Creek Financial Management first reported a position in LAD in Q3 2025 and has held it in 4 quarters since. The position peaked at $371K in Q4 2025. 444 funds tracked by Wall St. Rank hold LAD as of Q2 2026.

  • Clear Creek Financial Management held 1,205 shares of Lithia Motors worth $350K as of Q2 2026.
  • Clear Creek Financial Management sold 76 Lithia Motors shares in Q2 2026, an estimated $21.6K.
  • Lithia Motors made up 0.02% of Clear Creek Financial Management's portfolio in Q2 2026, its #487 holding.
  • Clear Creek Financial Management first reported a position in Lithia Motors in Q3 2025 and has held it in 4 quarters since.
  • Clear Creek Financial Management's Lithia Motors position peaked at $371K in Q4 2025.
  • 444 funds tracked by Wall St. Rank held Lithia Motors as of Q2 2026.

Based on Clear Creek Financial Management's 13F filing for Q2 2026, filed 28 Jul 2026.