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Fulton Bank’s Lithia Motors LAD Stock Holding History

Fulton Bank’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 		$847K Sell
2,915
-121
-4% -$34.4K 0.03% 365
2026
Q1 		$758K Sell
3,036
-431
-12% -$128K 0.03% 363
2025
Q4 		$1.15M Sell
3,467
-84
-2% -$26.7K 0.04% 276
2025
Q3 		$1.12M Sell
3,551
-177
-5% -$57.1K 0.04% 277
2025
Q2 		$1.26M Sell
3,728
-26
-0.7% -$8.04K 0.05% 249
2025
Q1 		$1.1M Sell
3,754
-274
-7% -$93.3K 0.04% 253
2024
Q4 		$1.44M Buy
4,028
+23
+0.6% +$8.1K 0.06% 222
2024
Q3 		$1.27M Sell
4,005
-291
-7% -$81.1K 0.05% 245
2024
Q2 		$1.08M Sell
4,296
-200
-4% -$52.4K 0.04% 265
2024
Q1 		$1.35M Buy
4,496
+162
+4% +$47.9K 0.06% 237
2023
Q4 		$1.43M Buy
4,334
+338
+8% +$92.7K 0.06% 219
2023
Q3 		$1.18M Buy
3,996
+638
+19% +$194K 0.06% 222
2023
Q2 		$1.02M Buy
3,358
+134
+4% +$32.1K 0.05% 241
2023
Q1 		$738K Buy
3,224
+207
+7% +$50.3K 0.04% 277
2022
Q4 		$617K Sell
3,017
-1,353
-31% -$289K 0.03% 286
2022
Q3 		$937K Buy
4,370
+279
+7% +$72.9K 0.06% 224
2022
Q2 		$1.12M Sell
4,091
-390
-9% -$114K 0.06% 206
2022
Q1 		$1.34M Buy
4,481
+374
+9% +$117K 0.06% 201
2021
Q4 		$1.22M Buy
4,107
+862
+27% +$266K 0.05% 224
2021
Q3 		$1.03M Buy
3,245
+1,646
+103% +$573K 0.05% 232
2021
Q2 		$549K Buy
1,599
+5
+0.3% +$1.81K 0.03% 297
2021
Q1 		$622K Buy
+1,594
New +$573K 0.03% 270

Other funds holding LAD

RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
RSC
Red Spruce Capital Berwyn, Pennsylvania $287M AUM 38.81% 1-Year Est. Return
1WA
180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
SWM
SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Fulton Bank's LAD Position: Q2 2026 in Review

Fulton Bank reduced its Lithia Motors (LAD) stake by 4% in Q2 2026, selling an estimated $34.4K and leaving 2,915 shares worth $847K. The position accounts for 0.03% of the portfolio, ranked #365.

Fulton Bank first reported a position in LAD in Q1 2021 and has held it in 22 quarters since. The position peaked at $1.44M in Q4 2024. 56 funds tracked by Wall St. Rank hold LAD as of Q2 2026.

  • Fulton Bank held 2,915 shares of Lithia Motors worth $847K as of Q2 2026.
  • Fulton Bank sold 121 Lithia Motors shares in Q2 2026, an estimated $34.4K.
  • Lithia Motors made up 0.03% of Fulton Bank's portfolio in Q2 2026, its #365 holding.
  • Fulton Bank first reported a position in Lithia Motors in Q1 2021 and has held it in 22 quarters since.
  • Fulton Bank's Lithia Motors position peaked at $1.44M in Q4 2024.
  • 56 funds tracked by Wall St. Rank held Lithia Motors as of Q2 2026.

Based on Fulton Bank's 13F filing for Q2 2026, filed 9 Jul 2026.