Madison Asset Management’s Lithia Motors LAD Stock Holding History

Madison Asset 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	$67M	Sell	230,604 -2,078	-0.9%	-$591K	0.8%	40
2026 Q1	$58.1M	Sell	232,682 -33,361	-13%	-$9.91M	0.72%	46
2025 Q4	$88.4M	Sell	266,043 -16,972	-6%	-$5.39M	1.02%	31
2025 Q3	$89.4M	Sell	283,015 -1,789	-0.6%	-$577K	0.99%	36
2025 Q2	$96.2M	Buy	284,804 +4,348	+2%	+$1.34M	1.04%	33
2025 Q1	$82.3M	Buy	280,456 +25,331	+10%	+$8.63M	0.92%	36
2024 Q4	$91.2M	Buy	255,125 +24,874	+11%	+$8.76M	1.03%	33
2024 Q3	$73.1M	Buy	+230,251	New	+$64.2M	0.82%	43

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 $3.37T 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

Madison Asset Management's LAD Position: Q2 2026 in Review

Madison Asset Management reduced its Lithia Motors (LAD) stake by 0.89% in Q2 2026, selling an estimated $591K and leaving 230,604 shares worth $67M. The position accounts for 0.8% of the portfolio, ranked #40.

Madison Asset Management first reported a position in LAD in Q3 2024 and has held it in 8 quarters since. The position peaked at $96.2M in Q2 2025. 445 funds tracked by Wall St. Rank hold LAD as of Q2 2026.

Madison Asset Management held 230,604 shares of Lithia Motors worth $67M as of Q2 2026.
Madison Asset Management sold 2,078 Lithia Motors shares in Q2 2026, an estimated $591K.
Lithia Motors made up 0.8% of Madison Asset Management's portfolio in Q2 2026, its #40 holding.
Madison Asset Management first reported a position in Lithia Motors in Q3 2024 and has held it in 8 quarters since.
Madison Asset Management's Lithia Motors position peaked at $96.2M in Q2 2025.
445 funds tracked by Wall St. Rank held Lithia Motors as of Q2 2026.

Based on Madison Asset Management's 13F filing for Q2 2026, filed 10 Aug 2026.