InceptionR’s Lithia Motors LAD Stock Holding History

InceptionR’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	–	Sell	-2,904	Closed	-$725K	–	793
2026 Q1	$725K	Buy	2,904 +1,377	+90%	+$409K	0.17%	196
2025 Q4	$507K	Buy	+1,527	New	+$485K	0.14%	274
2024 Q4	–	Sell	-3,595	Closed	-$1.14M	–	755
2024 Q3	$1.14M	Buy	+3,595	New	+$1M	0.28%	101
2024 Q2	–	Sell	-2,140	Closed	-$644K	–	736
2024 Q1	$644K	Buy	+2,140	New	+$633K	0.17%	240
2023 Q4	–	Sell	-1,103	Closed	-$326K	–	455
2023 Q3	$326K	Buy	+1,103	New	+$336K	0.18%	241
2023 Q2	–	Sell	-2,428	Closed	-$556K	–	531
2023 Q1	$556K	Buy	+2,428	New	+$590K	0.18%	218

Other funds holding LAD

ACM

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

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

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

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 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

LAM

Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return

InceptionR's LAD Position: Q2 2026 in Review

InceptionR sold out of Lithia Motors (LAD) in Q2 2026, closing a stake of 2,904 shares — an estimated $725K sold.

InceptionR first reported a position in LAD in Q1 2023 and held it in 6 quarters. The position peaked at $1.14M in Q3 2024. 445 funds tracked by Wall St. Rank hold LAD as of Q2 2026.

InceptionR reported no remaining Lithia Motors position as of Q2 2026 after selling out during the quarter.
InceptionR sold 2,904 Lithia Motors shares in Q2 2026, an estimated $725K.
InceptionR first reported a position in Lithia Motors in Q1 2023 and held it in 6 quarters.
InceptionR's Lithia Motors position peaked at $1.14M in Q3 2024.
445 funds tracked by Wall St. Rank held Lithia Motors as of Q2 2026.

Based on InceptionR's 13F filing for Q2 2026, filed 11 Aug 2026.