Loomis, Sayles & Company
LAD icon

Loomis, Sayles & Company’s Lithia Motors LAD Stock Holding History

Loomis, Sayles & Company’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 		$350K Sell
1,206
-5,058
-81% -$1.44M ﹤0.01% 538
2026
Q1 		$1.56M Sell
6,264
-37,165
-86% -$11M ﹤0.01% 479
2025
Q4 		$14.4M Buy
43,429
+1,789
+4% +$568K 0.02% 295
2025
Q3 		$13.2M Sell
41,640
-3,993
-9% -$1.29M 0.02% 310
2025
Q2 		$15.4M Buy
45,633
+1,798
+4% +$556K 0.02% 284
2025
Q1 		$12.9M Buy
43,835
+10,083
+30% +$3.43M 0.02% 312
2024
Q4 		$12.1M Buy
+33,752
New +$11.9M 0.02% 343
2024
Q1 		– Sell
-28
Closed -$9K – 846
2023
Q4 		$9K Sell
28
-3
-10% -$823 ﹤0.01% 807
2023
Q3 		$9K Buy
31
+8
+35% +$2.44K ﹤0.01% 806
2023
Q2 		$7K Sell
23
-34
-60% -$8.14K ﹤0.01% 754
2023
Q1 		$13K Buy
+57
New +$13.9K ﹤0.01% 778
2022
Q4 		– Sell
-6
Closed -$1K – 926
2022
Q3 		$1K Hold
6
– – ﹤0.01% 908
2022
Q2 		$2K Buy
+6
New +$1.75K ﹤0.01% 847
2014
Q1 		– Sell
-316
Closed -$22K – 757
2013
Q4 		$22K Buy
+316
New +$21.2K ﹤0.01% 729

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

Loomis, Sayles & Company's LAD Position: Q2 2026 in Review

Loomis, Sayles & Company reduced its Lithia Motors (LAD) stake by 81% in Q2 2026, selling an estimated $1.44M and leaving 1,206 shares worth $350K. The position accounts for ﹤0.01% of the portfolio, ranked #538.

Loomis, Sayles & Company first reported a position in LAD in Q4 2013 and has held it in 14 quarters since. The position peaked at $15.4M in Q2 2025. 443 funds tracked by Wall St. Rank hold LAD as of Q2 2026.

  • Loomis, Sayles & Company held 1,206 shares of Lithia Motors worth $350K as of Q2 2026.
  • Loomis, Sayles & Company sold 5,058 Lithia Motors shares in Q2 2026, an estimated $1.44M.
  • Lithia Motors made up ﹤0.01% of Loomis, Sayles & Company's portfolio in Q2 2026, its #538 holding.
  • Loomis, Sayles & Company first reported a position in Lithia Motors in Q4 2013 and has held it in 14 quarters since.
  • Loomis, Sayles & Company's Lithia Motors position peaked at $15.4M in Q2 2025.
  • 443 funds tracked by Wall St. Rank held Lithia Motors as of Q2 2026.

Based on Loomis, Sayles & Company's 13F filing for Q2 2026, filed 14 Aug 2026.