MML Investors Services
LAD icon

MML Investors Services’s Lithia Motors LAD Stock Holding History

MML Investors Services’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 		$390K Buy
1,343
+131
+11% +$37.2K ﹤0.01% 2637
2026
Q1 		$303K Sell
1,212
-419
-26% -$124K ﹤0.01% 2556
2025
Q4 		$542K Sell
1,631
-91
-5% -$28.9K ﹤0.01% 2211
2025
Q3 		$544K Buy
1,722
+113
+7% +$36.5K ﹤0.01% 2117
2025
Q2 		$544K Sell
1,609
-925
-37% -$286K ﹤0.01% 2040
2025
Q1 		$744K Buy
2,534
+1,517
+149% +$517K ﹤0.01% 1759
2024
Q4 		$364K Buy
1,017
+67
+7% +$23.6K ﹤0.01% 2141
2024
Q3 		$302K Sell
950
-145
-13% -$40.4K ﹤0.01% 2176
2024
Q2 		$277K Sell
1,095
-434
-28% -$114K ﹤0.01% 2136
2024
Q1 		$460K Sell
1,529
-469
-23% -$139K ﹤0.01% 1842
2023
Q4 		$658K Buy
1,998
+149
+8% +$40.9K ﹤0.01% 1594
2023
Q3 		$546K Sell
1,849
-63
-3% -$19.2K ﹤0.01% 1573
2023
Q2 		$581K Buy
1,912
+353
+23% +$84.5K ﹤0.01% 1535
2023
Q1 		$357K Sell
1,559
-267
-15% -$64.9K ﹤0.01% 1580
2022
Q4 		$374K Sell
1,826
-108
-6% -$23.1K ﹤0.01% 1646
2022
Q3 		$415K Buy
1,934
+329
+20% +$86K ﹤0.01% 1514
2022
Q2 		$441K Buy
1,605
+221
+16% +$64.4K ﹤0.01% 1476
2022
Q1 		$415K Buy
1,384
+29
+2% +$9.05K ﹤0.01% 1553
2021
Q4 		$402K Buy
1,355
+22
+2% +$6.8K ﹤0.01% 1532
2021
Q3 		$422K Buy
1,333
+89
+7% +$31K ﹤0.01% 1449
2021
Q2 		$428K Sell
1,244
-18
-1% -$6.51K ﹤0.01% 1401
2021
Q1 		$492K Sell
1,262
-7
-0.6% -$2.52K ﹤0.01% 1277
2020
Q4 		$371K Buy
1,269
+140
+12% +$38.3K ﹤0.01% 1297
2020
Q3 		$257K Buy
+1,129
New +$254K ﹤0.01% 1372
2018
Q4 		– Sell
-2,831
Closed -$231K – 1560
2018
Q3 		$231K Buy
+2,831
New +$250K ﹤0.01% 1419

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 $3.38T AUM 44.17% 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

MML Investors Services's LAD Position: Q2 2026 in Review

MML Investors Services increased its Lithia Motors (LAD) stake by 11% in Q2 2026, buying an estimated $37.2K and bringing the position to 1,343 shares worth $390K. The position accounts for ﹤0.01% of the portfolio, ranked #2637.

MML Investors Services first reported a position in LAD in Q3 2018 and has held it in 25 quarters since. The position peaked at $744K in Q1 2025. 444 funds tracked by Wall St. Rank hold LAD as of Q2 2026.

  • MML Investors Services held 1,343 shares of Lithia Motors worth $390K as of Q2 2026.
  • MML Investors Services bought 131 Lithia Motors shares in Q2 2026, an estimated $37.2K.
  • Lithia Motors made up ﹤0.01% of MML Investors Services's portfolio in Q2 2026, its #2637 holding.
  • MML Investors Services first reported a position in Lithia Motors in Q3 2018 and has held it in 25 quarters since.
  • MML Investors Services's Lithia Motors position peaked at $744K in Q1 2025.
  • 444 funds tracked by Wall St. Rank held Lithia Motors as of Q2 2026.

Based on MML Investors Services's 13F filing for Q2 2026, filed 7 Aug 2026.