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HHM Wealth Advisors’s Lithia Motors LAD Stock Holding History

HHM Wealth 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
2025
Q2 		– Sell
-4
Closed -$1.18K – 903
2025
Q1 		$1.18K Hold
4
– – ﹤0.01% 813
2024
Q4 		$1.43K Buy
+4
New +$1.41K ﹤0.01% 800

Other funds holding LAD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
CM
Conifer Management New York $524M AUM 14.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HHM Wealth Advisors's LAD Position: Q2 2025 in Review

HHM Wealth Advisors sold out of Lithia Motors (LAD) in Q2 2025, closing a stake of 4 shares — an estimated $1.18K sold.

HHM Wealth Advisors first reported a position in LAD in Q4 2024 and held it in 2 quarters. The position peaked at $1.43K in Q4 2024. 453 funds tracked by Wall St. Rank hold LAD as of Q2 2025.

  • HHM Wealth Advisors reported no remaining Lithia Motors position as of Q2 2025 after selling out during the quarter.
  • HHM Wealth Advisors sold 4 Lithia Motors shares in Q2 2025, an estimated $1.18K.
  • HHM Wealth Advisors first reported a position in Lithia Motors in Q4 2024 and held it in 2 quarters.
  • HHM Wealth Advisors's Lithia Motors position peaked at $1.43K in Q4 2024.
  • 453 funds tracked by Wall St. Rank held Lithia Motors as of Q2 2025.

Based on HHM Wealth Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.