Commonwealth Equity Services
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Commonwealth Equity Services’s Lithia Motors LAD Stock Holding History

Commonwealth Equity Services’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 		$201K Buy
+691
New +$196K ﹤0.01% 4130
2026
Q1 		– Sell
-825
Closed -$274K – 4388
2025
Q4 		$274K Sell
825
-1,455
-64% -$462K ﹤0.01% 3731
2025
Q3 		$721K Buy
2,280
+1,466
+180% +$473K ﹤0.01% 2868
2025
Q2 		$275K Sell
814
-145
-15% -$44.9K ﹤0.01% 3677
2025
Q1 		$281K Buy
959
+149
+18% +$50.7K ﹤0.01% 3560
2024
Q4 		$290K Sell
810
-67
-8% -$23.6K ﹤0.01% 3430
2024
Q3 		$278K Sell
877
-393
-31% -$110K ﹤0.01% 3421
2024
Q2 		$321K Buy
1,270
+137
+12% +$35.9K ﹤0.01% 3233
2024
Q1 		$341K Sell
1,133
-199
-15% -$58.8K ﹤0.01% 3153
2023
Q4 		$439K Buy
1,332
+234
+21% +$64.2K ﹤0.01% 2832
2023
Q3 		$325K Sell
1,098
-163
-13% -$49.7K ﹤0.01% 2955
2023
Q2 		$384K Sell
1,261
-618
-33% -$148K ﹤0.01% 2835
2023
Q1 		$430K Sell
1,879
-303
-14% -$73.7K ﹤0.01% 2680
2022
Q4 		$446K Sell
2,182
-307
-12% -$65.6K ﹤0.01% 2566
2022
Q3 		$534K Sell
2,489
-346
-12% -$90.4K ﹤0.01% 2349
2022
Q2 		$779K Buy
2,835
+150
+6% +$43.7K ﹤0.01% 2086
2022
Q1 		$805K Buy
2,685
+76
+3% +$23.7K ﹤0.01% 2154
2021
Q4 		$774K Sell
2,609
-265
-9% -$81.9K ﹤0.01% 2178
2021
Q3 		$911K Sell
2,874
-67
-2% -$23.3K ﹤0.01% 1998
2021
Q2 		$1.01M Buy
2,941
+1,072
+57% +$388K ﹤0.01% 1901
2021
Q1 		$729K Buy
1,869
+237
+15% +$85.2K ﹤0.01% 2038
2020
Q4 		$477K Buy
+1,632
New +$446K ﹤0.01% 2176

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

Commonwealth Equity Services's LAD Position: Q2 2026 in Review

Commonwealth Equity Services opened a new position in Lithia Motors (LAD) in Q2 2026: 691 shares worth $201K. The stake represents ﹤0.01% of the portfolio and ranks #4130 among its holdings. This is a return to the name: Commonwealth Equity Services previously reported a position in LAD as recently as Q4 2025.

Commonwealth Equity Services first reported a position in LAD in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.01M in Q2 2021. 445 funds tracked by Wall St. Rank hold LAD as of Q2 2026.

  • Commonwealth Equity Services held 691 shares of Lithia Motors worth $201K as of Q2 2026.
  • Lithia Motors was a new Commonwealth Equity Services position in Q2 2026.
  • Lithia Motors made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #4130 holding.
  • Commonwealth Equity Services first reported a position in Lithia Motors in Q4 2020 and has held it in 22 quarters since.
  • Commonwealth Equity Services's Lithia Motors position peaked at $1.01M in Q2 2021.
  • 445 funds tracked by Wall St. Rank held Lithia Motors as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.