Cromwell Holdings’s Lithia Motors LAD Stock Holding History

Cromwell Holdings’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	$2.32K	Buy	8 +2	+33%	+$568	﹤0.01%	810
2026 Q1	$1.5K	Hold	6	–	–	﹤0.01%	765
2025 Q4	$1.99K	Hold	6	–	–	﹤0.01%	694
2025 Q3	$1.9K	Hold	6	–	–	﹤0.01%	711
2025 Q2	$2.03K	Buy	6 +4	+200%	+$1.24K	﹤0.01%	682
2025 Q1	$587	Buy	+2	New	+$681	﹤0.01%	740

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

Cromwell Holdings's LAD Position: Q2 2026 in Review

Cromwell Holdings increased its Lithia Motors (LAD) stake by 33% in Q2 2026, buying an estimated $568 and bringing the position to 8 shares worth $2.32K. The position accounts for ﹤0.01% of the portfolio, ranked #810.

Cromwell Holdings first reported a position in LAD in Q1 2025 and has held it in 6 quarters since. 443 funds tracked by Wall St. Rank hold LAD as of Q2 2026.

Cromwell Holdings held 8 shares of Lithia Motors worth $2.32K as of Q2 2026.
Cromwell Holdings bought 2 Lithia Motors shares in Q2 2026, an estimated $568.
Lithia Motors made up ﹤0.01% of Cromwell Holdings's portfolio in Q2 2026, its #810 holding.
Cromwell Holdings first reported a position in Lithia Motors in Q1 2025 and has held it in 6 quarters since.
443 funds tracked by Wall St. Rank held Lithia Motors as of Q2 2026.

Based on Cromwell Holdings's 13F filing for Q2 2026, filed 14 Jul 2026.