Fulton Bank
LAD icon

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
Q3 		$878K Buy
3,009
+94
+3% +$32.8K 0.03% 345
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

Chicago Capital
Chicago Capital Chicago, Illinois $4.32B AUM 31.14% 1-Year Est. Return
Cooke & Bieler
Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return
Harfst & Associates
Harfst & Associates Sheridan, Wyoming $667M AUM 13.29% 1-Year Est. Return
Sendero Wealth Management
Sendero Wealth Management San Antonio, Texas $1B AUM 21.35% 1-Year Est. Return
Red Spruce Capital
Red Spruce Capital Berwyn, Pennsylvania $283M AUM 29.49% 1-Year Est. Return
Rare Wolf Capital
Rare Wolf Capital Bellevue, Washington $169M AUM 24.68% 1-Year Est. Return
OTL
Oak Thistle LLC New York $1.09B AUM 11.78% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
SeaCrest Wealth Management
SeaCrest Wealth Management Purchase, New York $883M AUM 33.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Fulton Bank's LAD Position: Q3 2026 in Review

Fulton Bank increased its Lithia Motors (LAD) stake by 3.2% in Q3 2026, buying an estimated $32.8K and bringing the position to 3,009 shares worth $878K. The position accounts for 0.03% of the portfolio, ranked #345.

Fulton Bank first reported a position in LAD in Q1 2021 and has held it in 23 quarters since. The position peaked at $1.44M in Q4 2024. 56 funds tracked by Wall St. Rank hold LAD as of Q3 2026.

  • Fulton Bank held 3,009 shares of Lithia Motors worth $878K as of Q3 2026.
  • Fulton Bank bought 94 Lithia Motors shares in Q3 2026, an estimated $32.8K.
  • Lithia Motors made up 0.03% of Fulton Bank's portfolio in Q3 2026, its #345 holding.
  • Fulton Bank first reported a position in Lithia Motors in Q1 2021 and has held it in 23 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 Q3 2026.

Based on Fulton Bank's 13F filing for Q3 2026, filed 14 Oct 2026.