GKIM
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GW&K Investment Management’s Lithia Motors LAD Stock Holding History

GW&K Investment 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 		$3.67M Sell
14,717
-319
-2% -$94.8K 0.03% 282
2025
Q4 		$5M Buy
15,036
+6,840
+83% +$2.17M 0.04% 275
2025
Q3 		$2.59M Sell
8,196
-14,787
-64% -$4.77M 0.02% 292
2025
Q2 		$7.76M Sell
22,983
-3,233
-12% -$1M 0.07% 255
2025
Q1 		$7.7M Sell
26,216
-859
-3% -$293K 0.07% 261
2024
Q4 		$9.68M Sell
27,075
-932
-3% -$328K 0.08% 258
2024
Q3 		$8.9M Sell
28,007
-1,175
-4% -$328K 0.08% 258
2024
Q2 		$7.37M Sell
29,182
-10,329
-26% -$2.7M 0.07% 261
2024
Q1 		$11.9M Sell
39,511
-343,219
-90% -$101M 0.1% 246
2023
Q4 		$126M Sell
382,730
-18,404
-5% -$5.05M 1.18% 4
2023
Q3 		$118M Sell
401,134
-7,465
-2% -$2.28M 1.19% 5
2023
Q2 		$124M Sell
408,599
-4,678
-1% -$1.12M 1.18% 4
2023
Q1 		$94.6M Buy
413,277
+4,475
+1% +$1.09M 0.92% 12
2022
Q4 		$83.7M Sell
408,802
-7,366
-2% -$1.57M 0.85% 16
2022
Q3 		$89.3M Buy
416,168
+16,822
+4% +$4.4M 0.99% 12
2022
Q2 		$110M Sell
399,346
-15,057
-4% -$4.39M 1.18% 4
2022
Q1 		$124M Buy
414,403
+34,824
+9% +$10.9M 1.11% 5
2021
Q4 		$113M Buy
379,579
+9,463
+3% +$2.92M 0.94% 12
2021
Q3 		$117M Sell
370,116
-46,710
-11% -$16.3M 1.05% 6
2021
Q2 		$143M Sell
416,826
-42,012
-9% -$15.2M 1.25% 2
2021
Q1 		$179M Sell
458,838
-8,341
-2% -$3M 1.65% 1
2020
Q4 		$137M Sell
467,179
-1,827
-0.4% -$500K 1.44% 1
2020
Q3 		$107M Sell
469,006
-33,346
-7% -$7.5M 1.4% 3
2020
Q2 		$76M Sell
502,352
-4,791
-0.9% -$548K 1.07% 9
2020
Q1 		$41.5M Sell
507,143
-43,669
-8% -$5.27M 0.73% 30
2019
Q4 		$81M Sell
550,812
-87,086
-14% -$13.1M 1.08% 9
2019
Q3 		$84.4M Buy
637,898
+66,907
+12% +$8.55M 1.19% 5
2019
Q2 		$67.8M Sell
570,991
-10,580
-2% -$1.17M 1.03% 8
2019
Q1 		$53.9M Buy
581,571
+12,578
+2% +$1.09M 0.87% 19
2018
Q4 		$43.4M Sell
568,993
-38,179
-6% -$3.02M 0.86% 21
2018
Q3 		$49.6M Sell
607,172
-3,068
-0.5% -$270K 0.8% 25
2018
Q2 		$57.7M Sell
610,240
-7,840
-1% -$777K 0.94% 17
2018
Q1 		$62.1M Buy
618,080
+10,968
+2% +$1.24M 1.05% 10
2017
Q4 		$69M Sell
607,112
-61,563
-9% -$7.16M 1.18% 6
2017
Q3 		$80.4M Buy
668,675
+26,654
+4% +$2.79M 1.34% 5
2017
Q2 		$60.5M Buy
642,021
+19,143
+3% +$1.73M 1.04% 12
2017
Q1 		$53.4M Sell
622,878
-10,934
-2% -$1.06M 1% 15
2016
Q4 		$61.4M Buy
633,812
+138,894
+28% +$12.7M 1.19% 9
2016
Q3 		$47.3M Buy
494,918
+78,911
+19% +$6.63M 0.89% 21
2016
Q2 		$29.6M Sell
416,007
-14,239
-3% -$1.14M 0.61% 66
2016
Q1 		$37.6M Sell
430,246
-6,295
-1% -$541K 0.83% 36
2015
Q4 		$46.6M Sell
436,541
-12,071
-3% -$1.39M 1.09% 15
2015
Q3 		$48.5M Buy
448,612
+11,239
+3% +$1.26M 1.16% 15
2015
Q2 		$49.5M Sell
437,373
-7,807
-2% -$831K 1.13% 17
2015
Q1 		$44.3M Buy
+445,180
New +$40M 1.01% 26

Other funds holding LAD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ACM
Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $32.4B AUM 17.21% 1-Year Est. Return

GW&K Investment Management's LAD Position: Q1 2026 in Review

GW&K Investment Management reduced its Lithia Motors (LAD) stake by 2.1% in Q1 2026, selling an estimated $94.8K and leaving 14,717 shares worth $3.67M. The position accounts for 0.03% of the portfolio, ranked #282.

GW&K Investment Management first reported a position in LAD in Q1 2015 and has held it in 45 quarters since. The position peaked at $179M in Q1 2021. 433 funds tracked by Wall St. Rank hold LAD as of Q1 2026.

  • GW&K Investment Management held 14,717 shares of Lithia Motors worth $3.67M as of Q1 2026.
  • GW&K Investment Management sold 319 Lithia Motors shares in Q1 2026, an estimated $94.8K.
  • Lithia Motors made up 0.03% of GW&K Investment Management's portfolio in Q1 2026, its #282 holding.
  • GW&K Investment Management first reported a position in Lithia Motors in Q1 2015 and has held it in 45 quarters since.
  • GW&K Investment Management's Lithia Motors position peaked at $179M in Q1 2021.
  • 433 funds tracked by Wall St. Rank held Lithia Motors as of Q1 2026.

Based on GW&K Investment Management's 13F filing for Q1 2026, filed 13 May 2026.