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Forum Financial Management’s Lithia Motors LAD Stock Holding History

Forum Financial Management’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
-982
Closed -$326K – 689
2025
Q4 		$326K Hold
982
– – ﹤0.01% 706
2025
Q3 		$310K Buy
982
+101
+11% +$32.6K ﹤0.01% 719
2025
Q2 		$298K Buy
881
+192
+28% +$59.4K ﹤0.01% 673
2025
Q1 		$202K Buy
689
+125
+22% +$42.6K ﹤0.01% 815
2024
Q4 		$202K Buy
+564
New +$199K ﹤0.01% 850
2022
Q3 		– Sell
-788
Closed -$217K – 578
2022
Q2 		$217K Buy
+788
New +$230K 0.01% 483

Other funds holding LAD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ACM
Abrams Capital Management Boston, Massachusetts $5.48B AUM 3.63% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $3.38T AUM 44.17% 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 $34.3B AUM 22.63% 1-Year Est. Return

Forum Financial Management's LAD Position: Q1 2026 in Review

Forum Financial Management sold out of Lithia Motors (LAD) in Q1 2026, closing a stake of 982 shares — an estimated $326K sold.

Forum Financial Management first reported a position in LAD in Q2 2022 and held it in 6 quarters. The position peaked at $326K in Q4 2025. 436 funds tracked by Wall St. Rank hold LAD as of Q1 2026.

  • Forum Financial Management reported no remaining Lithia Motors position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 982 Lithia Motors shares in Q1 2026, an estimated $326K.
  • Forum Financial Management first reported a position in Lithia Motors in Q2 2022 and held it in 6 quarters.
  • Forum Financial Management's Lithia Motors position peaked at $326K in Q4 2025.
  • 436 funds tracked by Wall St. Rank held Lithia Motors as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.