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Fiduciary Trust’s Lithia Motors LAD Stock Holding History

Fiduciary Trust’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
-639
Closed -$212K – 892
2025
Q4 		$212K Sell
639
-1
-0.2% -$318 ﹤0.01% 829
2025
Q3 		$202K Hold
640
– – ﹤0.01% 822
2025
Q2 		$216K Buy
+640
New +$198K ﹤0.01% 785

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

Fiduciary Trust's LAD Position: Q1 2026 in Review

Fiduciary Trust sold out of Lithia Motors (LAD) in Q1 2026, closing a stake of 639 shares — an estimated $212K sold.

Fiduciary Trust first reported a position in LAD in Q2 2025 and held it in 3 quarters. The position peaked at $216K in Q2 2025. 432 funds tracked by Wall St. Rank hold LAD as of Q1 2026.

  • Fiduciary Trust reported no remaining Lithia Motors position as of Q1 2026 after selling out during the quarter.
  • Fiduciary Trust sold 639 Lithia Motors shares in Q1 2026, an estimated $212K.
  • Fiduciary Trust first reported a position in Lithia Motors in Q2 2025 and held it in 3 quarters.
  • Fiduciary Trust's Lithia Motors position peaked at $216K in Q2 2025.
  • 432 funds tracked by Wall St. Rank held Lithia Motors as of Q1 2026.

Based on Fiduciary Trust's 13F filing for Q1 2026, filed 15 May 2026.