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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
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

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

Crumly & Associates's LAD Position: Q2 2026 in Review

Crumly & Associates increased its Lithia Motors (LAD) stake by 3.6% in Q2 2026, buying an estimated $12.2K and bringing the position to 1,246 shares worth $362K. The position accounts for 0.07% of the portfolio, ranked #145.

Crumly & Associates first reported a position in LAD in Q3 2025 and has held it in 4 quarters since. 444 funds tracked by Wall St. Rank hold LAD as of Q2 2026.

  • Crumly & Associates held 1,246 shares of Lithia Motors worth $362K as of Q2 2026.
  • Crumly & Associates bought 43 Lithia Motors shares in Q2 2026, an estimated $12.2K.
  • Lithia Motors made up 0.07% of Crumly & Associates's portfolio in Q2 2026, its #145 holding.
  • Crumly & Associates first reported a position in Lithia Motors in Q3 2025 and has held it in 4 quarters since.
  • 444 funds tracked by Wall St. Rank held Lithia Motors as of Q2 2026.

Based on Crumly & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.