First Nebraska Trust’s Lithia Motors LAD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$203K Buy
+700
New +$199K 0.02% 230
2026
Q1
Sell
-700
Closed -$233K 223
2025
Q4
$233K Buy
+700
New +$222K 0.02% 200

Other funds holding LAD

First Nebraska Trust's LAD Position: Q2 2026 in Review

First Nebraska Trust opened a new position in Lithia Motors (LAD) in Q2 2026: 700 shares worth $203K. The stake represents 0.02% of the portfolio and ranks #230 among its holdings. This is a return to the name: First Nebraska Trust previously reported a position in LAD as recently as Q4 2025.

First Nebraska Trust first reported a position in LAD in Q4 2025 and has held it in 2 quarters since. The position peaked at $233K in Q4 2025. 445 funds tracked by Wall St. Rank hold LAD as of Q2 2026.

  • First Nebraska Trust held 700 shares of Lithia Motors worth $203K as of Q2 2026.
  • Lithia Motors was a new First Nebraska Trust position in Q2 2026.
  • Lithia Motors made up 0.02% of First Nebraska Trust's portfolio in Q2 2026, its #230 holding.
  • First Nebraska Trust first reported a position in Lithia Motors in Q4 2025 and has held it in 2 quarters since.
  • First Nebraska Trust's Lithia Motors position peaked at $233K in Q4 2025.
  • 445 funds tracked by Wall St. Rank held Lithia Motors as of Q2 2026.

Based on First Nebraska Trust's 13F filing for Q2 2026, filed 12 Aug 2026.