LCM
LAD icon

Logan Capital Management’s Lithia Motors LAD Stock Holding History

Logan Capital Management’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 		$15.2M Buy
+52,183
New +$14.8M 0.56% 45
2026
Q1 		– Sell
-50,268
Closed -$14.9M – 407
2025
Q4 		$16.7M Buy
50,268
+2,048
+4% +$650K 0.7% 32
2025
Q3 		$15.2M Buy
48,220
+2,976
+7% +$960K 0.64% 34
2025
Q2 		$15.3M Sell
45,244
-1,653
-4% -$511K 0.71% 36
2025
Q1 		$13.8M Sell
46,897
-175
-0.4% -$59.6K 0.63% 47
2024
Q4 		$16.8M Sell
47,072
-2,176
-4% -$767K 0.71% 37
2024
Q3 		$15.6M Sell
49,248
-480
-1% -$134K 0.64% 45
2024
Q2 		$12.6M Sell
49,728
-484
-1% -$127K 0.54% 51
2024
Q1 		$15.1M Buy
50,212
+434
+0.9% +$128K 0.65% 42
2023
Q4 		$16.4M Sell
49,778
-3,148
-6% -$864K 0.76% 36
2023
Q3 		$15.6M Buy
52,926
+1,687
+3% +$514K 0.79% 34
2023
Q2 		$15.6M Sell
51,239
-1,537
-3% -$368K 0.75% 38
2023
Q1 		$12.1M Buy
52,776
+6,908
+15% +$1.68M 0.59% 53
2022
Q4 		$9.39M Sell
45,868
-4,564
-9% -$975K 0.48% 64
2022
Q3 		$10.8M Buy
50,432
+837
+2% +$219K 0.65% 52
2022
Q2 		$13.6M Buy
49,595
+1,677
+3% +$489K 0.78% 41
2022
Q1 		$14.4M Buy
47,918
+4,260
+10% +$1.33M 0.7% 48
2021
Q4 		$13M Sell
43,658
-3,576
-8% -$1.1M 0.56% 54
2021
Q3 		$15M Buy
47,234
+26,373
+126% +$9.18M 0.7% 43
2021
Q2 		$7.17M Buy
20,861
+1,252
+6% +$453K 0.33% 86
2021
Q1 		$7.65M Buy
19,609
+2,560
+15% +$920K 0.38% 81
2020
Q4 		$4.99M Buy
17,049
+2,167
+15% +$593K 0.25% 103
2020
Q3 		$3.39M Buy
+14,882
New +$3.35M 0.18% 134

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

Logan Capital Management's LAD Position: Q2 2026 in Review

Logan Capital Management opened a new position in Lithia Motors (LAD) in Q2 2026: 52,183 shares worth $15.2M. The stake represents 0.56% of the portfolio and ranks #45 among its holdings. This is a return to the name: Logan Capital Management previously reported a position in LAD as recently as Q4 2025.

Logan Capital Management first reported a position in LAD in Q3 2020 and has held it in 23 quarters since. The position peaked at $16.8M in Q4 2024. 443 funds tracked by Wall St. Rank hold LAD as of Q2 2026.

  • Logan Capital Management held 52,183 shares of Lithia Motors worth $15.2M as of Q2 2026.
  • Lithia Motors was a new Logan Capital Management position in Q2 2026.
  • Lithia Motors made up 0.56% of Logan Capital Management's portfolio in Q2 2026, its #45 holding.
  • Logan Capital Management first reported a position in Lithia Motors in Q3 2020 and has held it in 23 quarters since.
  • Logan Capital Management's Lithia Motors position peaked at $16.8M in Q4 2024.
  • 443 funds tracked by Wall St. Rank held Lithia Motors as of Q2 2026.

Based on Logan Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.