DADC
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D.A. Davidson & Co’s Lithia Motors LAD Stock Holding History

D.A. Davidson & Co’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
Q1 		– Sell
-1,245
Closed -$414K – 1600
2025
Q4 		$414K Buy
1,245
+119
+11% +$37.8K ﹤0.01% 1211
2025
Q3 		$356K Hold
1,126
– – ﹤0.01% 1250
2025
Q2 		$381K Sell
1,126
-13
-1% -$4.02K ﹤0.01% 1154
2025
Q1 		$335K Sell
1,139
-15
-1% -$5.11K ﹤0.01% 1168
2024
Q4 		$413K Sell
1,154
-229
-17% -$80.7K ﹤0.01% 1090
2024
Q3 		$439K Sell
1,383
-13,321
-91% -$3.71M ﹤0.01% 1066
2024
Q2 		$3.71M Buy
14,704
+330
+2% +$86.4K 0.03% 370
2024
Q1 		$4.32M Sell
14,374
-1,167
-8% -$345K 0.04% 328
2023
Q4 		$5.12M Sell
15,541
-9,995
-39% -$2.74M 0.05% 279
2023
Q3 		$7.54M Sell
25,536
-96
-0.4% -$29.3K 0.08% 198
2023
Q2 		$7.8M Sell
25,632
-25,032
-49% -$5.99M 0.08% 198
2023
Q1 		$11.6M Sell
50,664
-43,206
-46% -$10.5M 0.13% 127
2022
Q4 		$19.2M Buy
93,870
+92,406
+6,312% +$19.7M 0.23% 83
2022
Q3 		$314K Buy
1,464
+80
+6% +$20.9K ﹤0.01% 981
2022
Q2 		$380K Buy
1,384
+29
+2% +$8.46K ﹤0.01% 918
2022
Q1 		$407K Buy
1,355
+64
+5% +$20K ﹤0.01% 953
2021
Q4 		$383K Buy
1,291
+67
+5% +$20.7K ﹤0.01% 970
2021
Q3 		$388K Buy
+1,224
New +$426K ﹤0.01% 924
2021
Q2 		– Sell
-540
Closed -$211K – 1210
2021
Q1 		$211K Buy
+540
New +$194K ﹤0.01% 1079
2017
Q3 		– Sell
-1,104
Closed -$104K – 1583
2017
Q2 		$104K Buy
1,104
+75
+7% +$6.78K ﹤0.01% 1246
2017
Q1 		$88K Buy
1,029
+215
+26% +$20.8K ﹤0.01% 1304
2016
Q4 		$78K Buy
814
+80
+11% +$7.33K ﹤0.01% 1414
2016
Q3 		$70K Buy
734
+599
+444% +$50.3K ﹤0.01% 1376
2016
Q2 		$9K Buy
+135
New +$10.8K ﹤0.01% 1984
2015
Q2 		– Sell
-100
Closed -$9K – 2251
2015
Q1 		$9K Buy
+100
New +$8.99K ﹤0.01% 1821

Other funds holding LAD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ACM
Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

D.A. Davidson & Co's LAD Position: Q1 2026 in Review

D.A. Davidson & Co sold out of Lithia Motors (LAD) in Q1 2026, closing a stake of 1,245 shares — an estimated $414K sold.

D.A. Davidson & Co first reported a position in LAD in Q1 2015 and held it in 25 quarters. The position peaked at $19.2M in Q4 2022. 432 funds tracked by Wall St. Rank hold LAD as of Q1 2026.

  • D.A. Davidson & Co reported no remaining Lithia Motors position as of Q1 2026 after selling out during the quarter.
  • D.A. Davidson & Co sold 1,245 Lithia Motors shares in Q1 2026, an estimated $414K.
  • D.A. Davidson & Co first reported a position in Lithia Motors in Q1 2015 and held it in 25 quarters.
  • D.A. Davidson & Co's Lithia Motors position peaked at $19.2M in Q4 2022.
  • 432 funds tracked by Wall St. Rank held Lithia Motors as of Q1 2026.

Based on D.A. Davidson & Co's 13F filing for Q1 2026, filed 5 May 2026.