Janney Montgomery Scott
LAD icon

Janney Montgomery Scott’s Lithia Motors LAD Stock Holding History

Janney Montgomery Scott’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
Q3 		$15.8M Sell
54,230
-1,861
-3% -$648K 0.03% 521
2026
Q2 		$16.3M Sell
56,091
-24,803
-31% -$7.05M 0.03% 516
2026
Q1 		$20.2M Sell
80,894
-6,448
-7% -$1.92M 0.05% 357
2025
Q4 		$29M Sell
87,342
-7,052
-7% -$2.24M 0.07% 282
2025
Q3 		$29.8M Sell
94,394
-1,296
-1% -$418K 0.07% 266
2025
Q2 		$32.3M Buy
95,690
+3,397
+4% +$1.05M 0.08% 235
2025
Q1 		$27.1M Buy
92,293
+87,597
+1,865% +$29.8M 0.08% 253
2024
Q4 		$1.68M Buy
4,696
+147
+3% +$51.8K ﹤0.01% 1244
2024
Q3 		$1.44M Buy
4,549
+2,488
+121% +$694K ﹤0.01% 1308
2024
Q2 		$520K Buy
2,061
+947
+85% +$248K ﹤0.01% 1856
2024
Q1 		$335K Buy
1,114
+285
+34% +$84.2K ﹤0.01% 2262
2023
Q4 		$273K Buy
+829
New +$227K ﹤0.01% 2281
2022
Q3 		– Sell
-847
Closed -$242K – 2556
2022
Q2 		$242K Sell
847
-529
-38% -$154K ﹤0.01% 2039
2022
Q1 		$413K Buy
1,376
+526
+62% +$164K ﹤0.01% 1732
2021
Q4 		$252K Buy
+850
New +$263K ﹤0.01% 2109
2019
Q4 		– Sell
-3,668
Closed -$486K – 2111
2019
Q3 		$486K Sell
3,668
-703
-16% -$89.8K ﹤0.01% 1408
2019
Q2 		$519K Sell
4,371
-2,007
-31% -$222K ﹤0.01% 1414
2019
Q1 		$592K Sell
6,378
-79
-1% -$6.87K ﹤0.01% 1298
2018
Q4 		$493K Sell
6,457
-835
-11% -$66K ﹤0.01% 1299
2018
Q3 		$596K Buy
7,292
+372
+5% +$32.8K 0.01% 1353
2018
Q2 		$654K Buy
6,920
+920
+15% +$91.1K 0.01% 1242
2018
Q1 		$603K Buy
+6,000
New +$679K 0.01% 1226

Other funds holding LAD

Abrams Capital Management
Abrams Capital Management Boston, Massachusetts $4.81B AUM 10.43% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
Lyrical Asset Management
Lyrical Asset Management New York $7.44B AUM 34.05% 1-Year Est. Return
River Road Asset Management
River Road Asset Management Louisville, Kentucky $8.42B AUM 5.65% 1-Year Est. Return

Janney Montgomery Scott's LAD Position: Q3 2026 in Review

Janney Montgomery Scott reduced its Lithia Motors (LAD) stake by 3.3% in Q3 2026, selling an estimated $648K and leaving 54,230 shares worth $15.8M. The position accounts for 0.03% of the portfolio, ranked #521.

Janney Montgomery Scott first reported a position in LAD in Q1 2018 and has held it in 22 quarters since. The position peaked at $32.3M in Q2 2025. 373 funds tracked by Wall St. Rank hold LAD as of Q3 2026.

  • Janney Montgomery Scott held 54,230 shares of Lithia Motors worth $15.8M as of Q3 2026.
  • Janney Montgomery Scott sold 1,861 Lithia Motors shares in Q3 2026, an estimated $648K.
  • Lithia Motors made up 0.03% of Janney Montgomery Scott's portfolio in Q3 2026, its #521 holding.
  • Janney Montgomery Scott first reported a position in Lithia Motors in Q1 2018 and has held it in 22 quarters since.
  • Janney Montgomery Scott's Lithia Motors position peaked at $32.3M in Q2 2025.
  • 373 funds tracked by Wall St. Rank held Lithia Motors as of Q3 2026.

Based on Janney Montgomery Scott's 13F filing for Q3 2026, filed 12 Nov 2026.