LFG
LAD icon

Larson Financial Group’s Lithia Motors LAD Stock Holding History

Larson Financial Group’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 		$290 Sell
1
-3
-75% -$853 ﹤0.01% 3567
2026
Q1 		$999 Sell
4
-3
-43% -$891 ﹤0.01% 3156
2025
Q4 		$2.33K Hold
7
– – ﹤0.01% 2735
2025
Q3 		$2.21K Buy
7
+1
+17% +$323 ﹤0.01% 2664
2025
Q2 		$2.03K Sell
6
-2
-25% -$619 ﹤0.01% 2403
2025
Q1 		$2.35K Buy
8
+5
+167% +$1.7K ﹤0.01% 2117
2024
Q4 		$1.07K Hold
3
– – ﹤0.01% 2032
2024
Q3 		$953 Hold
3
– – ﹤0.01% 2001
2024
Q2 		$757 Buy
+3
New +$785 ﹤0.01% 1763
2023
Q4 		– Sell
-4
Closed -$1.18K – 1865
2023
Q3 		$1.18K Buy
+4
New +$1.22K ﹤0.01% 1463

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

Larson Financial Group's LAD Position: Q2 2026 in Review

Larson Financial Group reduced its Lithia Motors (LAD) stake by 75% in Q2 2026, selling an estimated $853 and leaving 1 share worth $290. The position accounts for ﹤0.01% of the portfolio, ranked #3567.

Larson Financial Group first reported a position in LAD in Q3 2023 and has held it in 10 quarters since. The position peaked at $2.35K in Q1 2025. 444 funds tracked by Wall St. Rank hold LAD as of Q2 2026.

  • Larson Financial Group held 1 share of Lithia Motors worth $290 as of Q2 2026.
  • Larson Financial Group sold 3 Lithia Motors shares in Q2 2026, an estimated $853.
  • Lithia Motors made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #3567 holding.
  • Larson Financial Group first reported a position in Lithia Motors in Q3 2023 and has held it in 10 quarters since.
  • Larson Financial Group's Lithia Motors position peaked at $2.35K in Q1 2025.
  • 444 funds tracked by Wall St. Rank held Lithia Motors as of Q2 2026.

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