Consolidated Planning Corp’s Lithia Motors LAD Stock Holding History

Consolidated Planning Corp’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	$3M	Buy	10,339 +192	+2%	+$54.6K	0.41%	42
2026 Q1	$2.53M	Buy	10,147 +739	+8%	+$220K	0.41%	45
2025 Q4	$3.13M	Buy	9,408 +831	+10%	+$264K	0.32%	82
2025 Q3	$2.71M	Buy	+8,577	New	+$2.77M	0.29%	83
2025 Q1	–	Sell	-2,891	Closed	-$1.03M	–	202
2024 Q4	$1.03M	Buy	2,891 +1,034	+56%	+$364K	0.14%	97
2024 Q3	$590K	Buy	+1,857	New	+$518K	0.09%	121
2024 Q2	–	Sell	-812	Closed	-$244K	–	198
2024 Q1	$244K	Buy	+812	New	+$240K	0.04%	164
2021 Q4	–	Sell	-5	Closed	-$2K	–	270
2021 Q3	$2K	Buy	+5	New	+$1.74K	﹤0.01%	409

Other funds holding LAD

ACM

Abrams Capital Management Boston, Massachusetts $5.48B AUM 3.63% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Consolidated Planning Corp's LAD Position: Q2 2026 in Review

Consolidated Planning Corp increased its Lithia Motors (LAD) stake by 1.9% in Q2 2026, buying an estimated $54.6K and bringing the position to 10,339 shares worth $3M. The position accounts for 0.41% of the portfolio, ranked #42.

Consolidated Planning Corp first reported a position in LAD in Q3 2021 and has held it in 8 quarters since. The position peaked at $3.13M in Q4 2025. 443 funds tracked by Wall St. Rank hold LAD as of Q2 2026.

Consolidated Planning Corp held 10,339 shares of Lithia Motors worth $3M as of Q2 2026.
Consolidated Planning Corp bought 192 Lithia Motors shares in Q2 2026, an estimated $54.6K.
Lithia Motors made up 0.41% of Consolidated Planning Corp's portfolio in Q2 2026, its #42 holding.
Consolidated Planning Corp first reported a position in Lithia Motors in Q3 2021 and has held it in 8 quarters since.
Consolidated Planning Corp's Lithia Motors position peaked at $3.13M in Q4 2025.
443 funds tracked by Wall St. Rank held Lithia Motors as of Q2 2026.

Based on Consolidated Planning Corp's 13F filing for Q2 2026, filed 24 Jul 2026.