GI
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GAMMA Investing’s Lithia Motors LAD Stock Holding History

GAMMA Investing’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 		$124K Buy
424
+251
+145% +$87.5K ﹤0.01% 1710
2026
Q2 		$50.3K Buy
173
+42
+32% +$11.9K ﹤0.01% 2291
2026
Q1 		$32.7K Sell
131
-272
-67% -$80.8K ﹤0.01% 2451
2025
Q4 		$134K Buy
403
+34
+9% +$10.8K 0.01% 1355
2025
Q3 		$117K Sell
369
-76
-17% -$24.5K 0.01% 1387
2025
Q2 		$150K Buy
445
+193
+77% +$59.7K 0.01% 1112
2025
Q1 		$74K Buy
252
+85
+51% +$28.9K 0.01% 1496
2024
Q4 		$59.7K Buy
167
+39
+30% +$13.7K 0.01% 1520
2024
Q3 		$40.7K Buy
128
+12
+10% +$3.35K ﹤0.01% 1641
2024
Q2 		$29.3K Buy
116
+2
+2% +$524 ﹤0.01% 1598
2024
Q1 		$34.3K Sell
114
-36
-24% -$10.6K 0.01% 1279
2023
Q4 		$44.2K Buy
+150
New +$41.2K 0.01% 964

Other funds holding LAD

RSC
Red Spruce Capital Berwyn, Pennsylvania $283M AUM 29.49% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
RWS
Retirement Wealth Solutions Marshfield, Wisconsin $189M AUM 13.41% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
PS
Planning Strategies Lancaster, Pennsylvania $169M AUM
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return

GAMMA Investing's LAD Position: Q3 2026 in Review

GAMMA Investing increased its Lithia Motors (LAD) stake by 145% in Q3 2026, buying an estimated $87.5K and bringing the position to 424 shares worth $124K. The position accounts for ﹤0.01% of the portfolio, ranked #1710.

GAMMA Investing first reported a position in LAD in Q4 2023 and has held it in 12 quarters since. The position peaked at $150K in Q2 2025. 13 funds tracked by Wall St. Rank hold LAD as of Q3 2026.

  • GAMMA Investing held 424 shares of Lithia Motors worth $124K as of Q3 2026.
  • GAMMA Investing bought 251 Lithia Motors shares in Q3 2026, an estimated $87.5K.
  • Lithia Motors made up ﹤0.01% of GAMMA Investing's portfolio in Q3 2026, its #1710 holding.
  • GAMMA Investing first reported a position in Lithia Motors in Q4 2023 and has held it in 12 quarters since.
  • GAMMA Investing's Lithia Motors position peaked at $150K in Q2 2025.
  • 13 funds tracked by Wall St. Rank held Lithia Motors as of Q3 2026.

Based on GAMMA Investing's 13F filing for Q3 2026, filed 8 Oct 2026.