JSAM
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J. Safra Asset Management’s Lithia Motors LAD Stock Holding History

J. Safra Asset Management’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 		$2.75K Buy
11
+5
+83% +$1.49K ﹤0.01% 571
2025
Q4 		$1.99K Hold
6
– – ﹤0.01% 568
2025
Q3 		$1.9K Buy
+6
New +$1.94K ﹤0.01% 416

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. Safra Asset Management's LAD Position: Q1 2026 in Review

J. Safra Asset Management increased its Lithia Motors (LAD) stake by 83% in Q1 2026, buying an estimated $1.49K and bringing the position to 11 shares worth $2.75K. The position accounts for ﹤0.01% of the portfolio, ranked #571.

J. Safra Asset Management first reported a position in LAD in Q3 2025 and has held it in 3 quarters since. 432 funds tracked by Wall St. Rank hold LAD as of Q1 2026.

  • J. Safra Asset Management held 11 shares of Lithia Motors worth $2.75K as of Q1 2026.
  • J. Safra Asset Management bought 5 Lithia Motors shares in Q1 2026, an estimated $1.49K.
  • Lithia Motors made up ﹤0.01% of J. Safra Asset Management's portfolio in Q1 2026, its #571 holding.
  • J. Safra Asset Management first reported a position in Lithia Motors in Q3 2025 and has held it in 3 quarters since.
  • 432 funds tracked by Wall St. Rank held Lithia Motors as of Q1 2026.

Based on J. Safra Asset Management's 13F filing for Q1 2026, filed 4 May 2026.