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Crumly & Associates’s Lithia Motors LAD Stock Holding History

Crumly & Associates’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
Q3 		$327K Sell
1,119
-127
-10% -$44.2K 0.06% 163
2026
Q2 		$362K Buy
1,246
+43
+4% +$12.2K 0.07% 145
2026
Q1 		$300K Buy
1,203
+423
+54% +$126K 0.06% 156
2025
Q4 		$259K Sell
780
-62
-7% -$19.7K 0.05% 161
2025
Q3 		$266K Buy
+842
New +$272K 0.06% 161

Other funds holding LAD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
River Road Asset Management
River Road Asset Management Louisville, Kentucky $8.42B AUM 5.65% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bridges Investment Management
Bridges Investment Management Omaha, Nebraska $8.46B AUM 16.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Chicago Capital
Chicago Capital Chicago, Illinois $4.32B AUM 31.14% 1-Year Est. Return
Cooke & Bieler
Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley Richmond, Virginia $5.37B AUM 3.99% 1-Year Est. Return

Crumly & Associates's LAD Position: Q3 2026 in Review

Crumly & Associates reduced its Lithia Motors (LAD) stake by 10% in Q3 2026, selling an estimated $44.2K and leaving 1,119 shares worth $327K. The position accounts for 0.06% of the portfolio, ranked #163.

Crumly & Associates first reported a position in LAD in Q3 2025 and has held it in 5 quarters since. The position peaked at $362K in Q2 2026. 262 funds tracked by Wall St. Rank hold LAD as of Q3 2026.

  • Crumly & Associates held 1,119 shares of Lithia Motors worth $327K as of Q3 2026.
  • Crumly & Associates sold 127 Lithia Motors shares in Q3 2026, an estimated $44.2K.
  • Lithia Motors made up 0.06% of Crumly & Associates's portfolio in Q3 2026, its #163 holding.
  • Crumly & Associates first reported a position in Lithia Motors in Q3 2025 and has held it in 5 quarters since.
  • Crumly & Associates's Lithia Motors position peaked at $362K in Q2 2026.
  • 262 funds tracked by Wall St. Rank held Lithia Motors as of Q3 2026.

Based on Crumly & Associates's 13F filing for Q3 2026, filed 7 Oct 2026.