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J. Goldman & Co’s Lithia Motors LAD Stock Holding History

J. Goldman & 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
-5,112
Closed -$1.7M – 787
2025
Q4 		$1.7M Buy
+5,112
New +$1.62M 0.04% 337
2025
Q2 		– Sell
-98,596
Closed -$28.9M – 560
2025
Q1 		$28.9M Buy
98,596
+80,785
+454% +$27.5M 0.71% 26
2024
Q4 		$6.37M Sell
17,811
-94,154
-84% -$33.2M 0.17% 178
2024
Q3 		$35.6M Buy
111,965
+19,959
+22% +$5.56M 1% 21
2024
Q2 		$23.2M Buy
+92,006
New +$24.1M 0.66% 38

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

J. Goldman & Co's LAD Position: Q1 2026 in Review

J. Goldman & Co sold out of Lithia Motors (LAD) in Q1 2026, closing a stake of 5,112 shares — an estimated $1.7M sold.

J. Goldman & Co first reported a position in LAD in Q2 2024 and held it in 5 quarters. The position peaked at $35.6M in Q3 2024. 432 funds tracked by Wall St. Rank hold LAD as of Q1 2026.

  • J. Goldman & Co reported no remaining Lithia Motors position as of Q1 2026 after selling out during the quarter.
  • J. Goldman & Co sold 5,112 Lithia Motors shares in Q1 2026, an estimated $1.7M.
  • J. Goldman & Co first reported a position in Lithia Motors in Q2 2024 and held it in 5 quarters.
  • J. Goldman & Co's Lithia Motors position peaked at $35.6M in Q3 2024.
  • 432 funds tracked by Wall St. Rank held Lithia Motors as of Q1 2026.

Based on J. Goldman & Co's 13F filing for Q1 2026, filed 15 May 2026.