Jones Financial Companies’s Lithia Motors LAD Stock Holding History

Jones Financial Companies’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	$54.9M	Buy	188,101 +101,064	+116%	+$28.7M	0.02%	382
2026 Q1	$21.8M	Buy	87,037 +85,487	+5,515%	+$25.4M	0.01%	565
2025 Q4	$515K	Sell	1,550 -1,130	-42%	-$359K	﹤0.01%	1506
2025 Q3	$855K	Buy	2,680 +1,739	+185%	+$561K	﹤0.01%	1193
2025 Q2	$316K	Buy	941 +147	+19%	+$45.5K	﹤0.01%	1469
2025 Q1	$230K	Buy	794 +97	+14%	+$33K	﹤0.01%	1441
2024 Q4	$249K	Buy	697 +145	+26%	+$51.1K	﹤0.01%	1254
2024 Q3	$177K	Buy	552 +1	+0.2%	+$279	﹤0.01%	1175
2024 Q2	$139K	Buy	+551	New	+$144K	﹤0.01%	938
2022 Q3	–	Sell	-5	Closed	-$1K	–	647
2022 Q2	$1K	Buy	+5	New	+$1.46K	﹤0.01%	656
2021 Q1	–	Sell	-6	Closed	-$2K	–	825
2020 Q4	$2K	Buy	+6	New	+$1.64K	﹤0.01%	610

Other funds holding LAD

ACM

Abrams Capital Management Boston, Massachusetts $5.48B AUM 3.63% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Jones Financial Companies's LAD Position: Q2 2026 in Review

Jones Financial Companies increased its Lithia Motors (LAD) stake by 116% in Q2 2026, buying an estimated $28.7M and bringing the position to 188,101 shares worth $54.9M. The position accounts for 0.02% of the portfolio, ranked #382.

Jones Financial Companies first reported a position in LAD in Q4 2020 and has held it in 11 quarters since. 444 funds tracked by Wall St. Rank hold LAD as of Q2 2026.

Jones Financial Companies held 188,101 shares of Lithia Motors worth $54.9M as of Q2 2026.
Jones Financial Companies bought 101,064 Lithia Motors shares in Q2 2026, an estimated $28.7M.
Lithia Motors made up 0.02% of Jones Financial Companies's portfolio in Q2 2026, its #382 holding.
Jones Financial Companies first reported a position in Lithia Motors in Q4 2020 and has held it in 11 quarters since.
444 funds tracked by Wall St. Rank held Lithia Motors as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.