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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
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

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

Larson Financial Group's LAD Position: Q1 2026 in Review

Larson Financial Group reduced its Lithia Motors (LAD) stake by 43% in Q1 2026, selling an estimated $891 and leaving 4 shares worth $999. The position accounts for ﹤0.01% of the portfolio, ranked #3156.

Larson Financial Group first reported a position in LAD in Q3 2023 and has held it in 9 quarters since. The position peaked at $2.35K in Q1 2025. 432 funds tracked by Wall St. Rank hold LAD as of Q1 2026.

  • Larson Financial Group held 4 shares of Lithia Motors worth $999 as of Q1 2026.
  • Larson Financial Group sold 3 Lithia Motors shares in Q1 2026, an estimated $891.
  • Lithia Motors made up ﹤0.01% of Larson Financial Group's portfolio in Q1 2026, its #3156 holding.
  • Larson Financial Group first reported a position in Lithia Motors in Q3 2023 and has held it in 9 quarters since.
  • Larson Financial Group's Lithia Motors position peaked at $2.35K in Q1 2025.
  • 432 funds tracked by Wall St. Rank held Lithia Motors as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.