HM Payson & Co’s Lithia Motors LAD Stock Holding History

HM Payson & Co’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	–	Sell	-4	Closed	-$1.33K	–	1178
2025 Q4	$1.33K	Buy	+4	New	+$1.27K	﹤0.01%	1092

Other funds holding LAD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

ACM

Abrams Capital Management Boston, Massachusetts $5.48B AUM 3.63% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

HM Payson & Co's LAD Position: Q1 2026 in Review

HM Payson & Co sold out of Lithia Motors (LAD) in Q1 2026, closing a stake of 4 shares — an estimated $1.33K sold.

HM Payson & Co first reported a position in LAD in Q4 2025 and held it in 1 quarter. The position peaked at $1.33K in Q4 2025. 436 funds tracked by Wall St. Rank hold LAD as of Q1 2026.

HM Payson & Co reported no remaining Lithia Motors position as of Q1 2026 after selling out during the quarter.
HM Payson & Co sold 4 Lithia Motors shares in Q1 2026, an estimated $1.33K.
HM Payson & Co first reported a position in Lithia Motors in Q4 2025 and held it in 1 quarter.
HM Payson & Co's Lithia Motors position peaked at $1.33K in Q4 2025.
436 funds tracked by Wall St. Rank held Lithia Motors as of Q1 2026.

Based on HM Payson & Co's 13F filing for Q1 2026, filed 13 Apr 2026.