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Farmers & Merchants Investments Inc’s Lithia Motors LAD Stock Holding History

Farmers & Merchants Investments Inc’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 		$6.1K Sell
21
-2
-9% -$568 ﹤0.01% 952
2026
Q1 		$5.74K Hold
23
– – ﹤0.01% 933
2025
Q4 		$7.64K Hold
23
– – ﹤0.01% 826
2025
Q3 		$7.27K Hold
23
– – ﹤0.01% 842
2025
Q2 		$7.77K Buy
23
+3
+15% +$928 ﹤0.01% 785
2025
Q1 		$5.87K Buy
20
+9
+82% +$3.06K ﹤0.01% 844
2024
Q4 		$3.93K Hold
11
– – ﹤0.01% 857
2024
Q3 		$3.49K Sell
11
-1
-8% -$279 ﹤0.01% 920
2024
Q2 		$3.03K Hold
12
– – ﹤0.01% 939
2024
Q1 		$3.61K Hold
12
– – ﹤0.01% 846
2023
Q4 		$3.95K Hold
12
– – ﹤0.01% 805
2023
Q3 		$3.54K Hold
12
– – ﹤0.01% 808
2023
Q2 		$3.65K Sell
12
-1
-8% -$239 ﹤0.01% 823
2023
Q1 		$2.98K Hold
13
– – ﹤0.01% 868
2022
Q4 		$2.66K Hold
13
– – ﹤0.01% 942
2022
Q3 		$3K Buy
+13
New +$3.4K ﹤0.01% 867
2018
Q3 		– Sell
-79
Closed -$7K – 855
2018
Q2 		$7K Buy
79
+18
+30% +$1.78K ﹤0.01% 622
2018
Q1 		$6K Hold
61
– – ﹤0.01% 652
2017
Q4 		$7K Hold
61
– – ﹤0.01% 633
2017
Q3 		$7K Sell
61
-19
-24% -$1.99K ﹤0.01% 612
2017
Q2 		$8K Buy
+80
New +$7.23K ﹤0.01% 558

Other funds holding LAD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
BIM
Bridges Investment Management Omaha, Nebraska $8.22B AUM 21.38% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
CC
Chicago Capital Chicago, Illinois $4.15B AUM 31.09% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
IAM
Iridian Asset Management Westport, Connecticut $291M AUM 49.45% 1-Year Est. Return

Farmers & Merchants Investments Inc's LAD Position: Q2 2026 in Review

Farmers & Merchants Investments Inc reduced its Lithia Motors (LAD) stake by 8.7% in Q2 2026, selling an estimated $568 and leaving 21 shares worth $6.1K. The position accounts for ﹤0.01% of the portfolio, ranked #952.

Farmers & Merchants Investments Inc first reported a position in LAD in Q2 2017 and has held it in 21 quarters since. The position peaked at $8K in Q2 2017. 200 funds tracked by Wall St. Rank hold LAD as of Q2 2026.

  • Farmers & Merchants Investments Inc held 21 shares of Lithia Motors worth $6.1K as of Q2 2026.
  • Farmers & Merchants Investments Inc sold 2 Lithia Motors shares in Q2 2026, an estimated $568.
  • Lithia Motors made up ﹤0.01% of Farmers & Merchants Investments Inc's portfolio in Q2 2026, its #952 holding.
  • Farmers & Merchants Investments Inc first reported a position in Lithia Motors in Q2 2017 and has held it in 21 quarters since.
  • Farmers & Merchants Investments Inc's Lithia Motors position peaked at $8K in Q2 2017.
  • 200 funds tracked by Wall St. Rank held Lithia Motors as of Q2 2026.

Based on Farmers & Merchants Investments Inc's 13F filing for Q2 2026, filed 20 Jul 2026.