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HFM Investment Advisors’s Lithia Motors LAD Stock Holding History

HFM Investment Advisors’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 		$2.03K Buy
7
+4
+133% +$1.14K ﹤0.01% 450
2026
Q1 		$749 Buy
3
+1
+50% +$297 ﹤0.01% 520
2025
Q4 		$665 Hold
2
– – ﹤0.01% 605
2025
Q3 		$632 Sell
2
-1
-33% -$323 ﹤0.01% 563
2025
Q2 		$1.01K Buy
3
+2
+200% +$619 ﹤0.01% 348
2025
Q1 		$294 Buy
+1
New +$341 ﹤0.01% 486

Other funds holding LAD

ACM
Abrams Capital Management Boston, Massachusetts $5.48B AUM 3.63% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 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
LAM
Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return

HFM Investment Advisors's LAD Position: Q2 2026 in Review

HFM Investment Advisors increased its Lithia Motors (LAD) stake by 133% in Q2 2026, buying an estimated $1.14K and bringing the position to 7 shares worth $2.03K. The position accounts for ﹤0.01% of the portfolio, ranked #450.

HFM Investment Advisors first reported a position in LAD in Q1 2025 and has held it in 6 quarters since. 444 funds tracked by Wall St. Rank hold LAD as of Q2 2026.

  • HFM Investment Advisors held 7 shares of Lithia Motors worth $2.03K as of Q2 2026.
  • HFM Investment Advisors bought 4 Lithia Motors shares in Q2 2026, an estimated $1.14K.
  • Lithia Motors made up ﹤0.01% of HFM Investment Advisors's portfolio in Q2 2026, its #450 holding.
  • HFM Investment Advisors first reported a position in Lithia Motors in Q1 2025 and has held it in 6 quarters since.
  • 444 funds tracked by Wall St. Rank held Lithia Motors as of Q2 2026.

Based on HFM Investment Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.