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Cornerstone Financial Management’s Lithia Motors LAD Stock Holding History

Cornerstone 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 		$1.74K Buy
6
+4
+200% +$1.14K ﹤0.01% 888
2026
Q1 		$499 Hold
2
– – ﹤0.01% 1203
2025
Q4 		$665 Buy
+2
New +$635 ﹤0.01% 1059

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

Cornerstone Financial Management's LAD Position: Q2 2026 in Review

Cornerstone Financial Management increased its Lithia Motors (LAD) stake by 200% in Q2 2026, buying an estimated $1.14K and bringing the position to 6 shares worth $1.74K. The position accounts for ﹤0.01% of the portfolio, ranked #888.

Cornerstone Financial Management first reported a position in LAD in Q4 2025 and has held it in 3 quarters since. 443 funds tracked by Wall St. Rank hold LAD as of Q2 2026.

  • Cornerstone Financial Management held 6 shares of Lithia Motors worth $1.74K as of Q2 2026.
  • Cornerstone Financial Management bought 4 Lithia Motors shares in Q2 2026, an estimated $1.14K.
  • Lithia Motors made up ﹤0.01% of Cornerstone Financial Management's portfolio in Q2 2026, its #888 holding.
  • Cornerstone Financial Management first reported a position in Lithia Motors in Q4 2025 and has held it in 3 quarters since.
  • 443 funds tracked by Wall St. Rank held Lithia Motors as of Q2 2026.

Based on Cornerstone Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.