JWA
LAD icon

JFS Wealth Advisors’s Lithia Motors LAD Stock Holding History

JFS Wealth Advisors’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 		$37.4K Buy
129
+1
+0.8% +$284 ﹤0.01% 611
2026
Q1 		$31.9K Sell
128
-5
-4% -$1.49K ﹤0.01% 618
2025
Q4 		$44.2K Buy
133
+9
+7% +$2.86K ﹤0.01% 557
2025
Q3 		$39.1K Sell
124
-5
-4% -$1.61K ﹤0.01% 555
2025
Q2 		$43.4K Buy
129
+6
+5% +$1.86K ﹤0.01% 491
2025
Q1 		$36.2K Sell
123
-1
-0.8% -$341 ﹤0.01% 537
2024
Q4 		$44.4K Buy
124
+1
+0.8% +$352 ﹤0.01% 485
2024
Q3 		$39.1K Buy
123
+1
+0.8% +$279 ﹤0.01% 510
2024
Q2 		$30.8K Hold
122
– – ﹤0.01% 504
2024
Q1 		$36.6K Hold
122
– – ﹤0.01% 493
2023
Q4 		$40K Sell
122
-6
-5% -$1.65K ﹤0.01% 443
2023
Q3 		$37.9K Buy
128
+107
+510% +$32.6K ﹤0.01% 407
2023
Q2 		$6.39K Sell
21
-63
-75% -$15.1K ﹤0.01% 900
2023
Q1 		$19.3K Sell
84
-6
-7% -$1.46K ﹤0.01% 546
2022
Q4 		$18.5K Sell
90
-1
-1% -$214 ﹤0.01% 552
2022
Q3 		$20K Buy
91
+2
+2% +$523 ﹤0.01% 571
2022
Q2 		$24K Buy
89
+43
+93% +$12.5K ﹤0.01% 548
2022
Q1 		$14K Buy
46
+38
+475% +$11.9K ﹤0.01% 694
2021
Q4 		$2K Buy
+8
New +$2.47K ﹤0.01% 1100
2017
Q2 		– Sell
-10
Closed -$1K – 433
2017
Q1 		$1K Hold
10
– – ﹤0.01% 424
2016
Q4 		$1K Buy
+10
New +$917 ﹤0.01% 424

Other funds holding LAD

ACM
Abrams Capital Management Boston, Massachusetts $5.48B AUM 3.63% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
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

JFS Wealth Advisors's LAD Position: Q2 2026 in Review

JFS Wealth Advisors increased its Lithia Motors (LAD) stake by 0.78% in Q2 2026, buying an estimated $284 and bringing the position to 129 shares worth $37.4K. The position accounts for ﹤0.01% of the portfolio, ranked #611.

JFS Wealth Advisors first reported a position in LAD in Q4 2016 and has held it in 21 quarters since. The position peaked at $44.4K in Q4 2024. 443 funds tracked by Wall St. Rank hold LAD as of Q2 2026.

  • JFS Wealth Advisors held 129 shares of Lithia Motors worth $37.4K as of Q2 2026.
  • JFS Wealth Advisors bought 1 Lithia Motors share in Q2 2026, an estimated $284.
  • Lithia Motors made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #611 holding.
  • JFS Wealth Advisors first reported a position in Lithia Motors in Q4 2016 and has held it in 21 quarters since.
  • JFS Wealth Advisors's Lithia Motors position peaked at $44.4K in Q4 2024.
  • 443 funds tracked by Wall St. Rank held Lithia Motors as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.