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
2025 Q2	–	Sell	-10,700	Closed	-$3.14M	–	559
2025 Q1	$3.14M	Buy	+10,700	New	+$3.64M	0.08%	252

Other funds holding LAD

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 Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 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 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.