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Mutual of America Capital Management’s Lithia Motors LAD Stock Holding History

Mutual of America 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
Q1 		$2.32M Sell
9,293
-800
-8% -$238K 0.03% 697
2025
Q4 		$3.35M Sell
10,093
-1,747
-15% -$555K 0.04% 581
2025
Q3 		$3.74M Sell
11,840
-1,106
-9% -$357K 0.04% 548
2025
Q2 		$4.37M Sell
12,946
-763
-6% -$236K 0.05% 490
2025
Q1 		$4.02M Sell
13,709
-362
-3% -$123K 0.05% 513
2024
Q4 		$5.03M Sell
14,071
-382
-3% -$135K 0.05% 443
2024
Q3 		$4.59M Sell
14,453
-1,240
-8% -$346K 0.05% 508
2024
Q2 		$3.96M Sell
15,693
-703
-4% -$184K 0.04% 562
2024
Q1 		$4.93M Sell
16,396
-626
-4% -$185K 0.05% 481
2023
Q4 		$5.61M Sell
17,022
-2,750
-14% -$755K 0.06% 372
2023
Q3 		$5.84M Sell
19,772
-2,053
-9% -$626K 0.07% 307
2023
Q2 		$6.64M Sell
21,825
-1,968
-8% -$471K 0.08% 295
2023
Q1 		$5.45M Sell
23,793
-462
-2% -$112K 0.06% 405
2022
Q4 		$4.97M Buy
24,255
+262
+1% +$56K 0.06% 453
2022
Q3 		$5.15M Sell
23,993
-2,077
-8% -$543K 0.07% 379
2022
Q2 		$7.16M Sell
26,070
-3,633
-12% -$1.06M 0.09% 260
2022
Q1 		$8.91M Buy
29,703
+88
+0.3% +$27.5K 0.09% 244
2021
Q4 		$8.79M Buy
29,615
+404
+1% +$125K 0.09% 277
2021
Q3 		$9.26M Sell
29,211
-8,883
-23% -$3.09M 0.09% 227
2021
Q2 		$13.1M Sell
38,094
-20,945
-35% -$7.57M 0.13% 133
2021
Q1 		$23M Sell
59,039
-8,955
-13% -$3.22M 0.24% 53
2020
Q4 		$19.9M Buy
67,994
+1,829
+3% +$500K 0.23% 64
2020
Q3 		$15.1M Buy
66,165
+12,861
+24% +$2.89M 0.2% 73
2020
Q2 		$8.07M Buy
53,304
+4,918
+10% +$563K 0.11% 177
2020
Q1 		$3.96M Sell
48,386
-1,706
-3% -$206K 0.07% 380
2019
Q4 		$7.36M Sell
50,092
-31,861
-39% -$4.79M 0.09% 259
2019
Q3 		$10.8M Sell
81,953
-56,920
-41% -$7.27M 0.15% 118
2019
Q2 		$16.5M Sell
138,873
-32,007
-19% -$3.54M 0.23% 57
2019
Q1 		$15.8M Buy
170,880
+10,252
+6% +$892K 0.23% 61
2018
Q4 		$12.3M Buy
160,628
+17,459
+12% +$1.38M 0.2% 73
2018
Q3 		$11.7M Buy
143,169
+19,872
+16% +$1.75M 0.17% 96
2018
Q2 		$11.7M Buy
123,297
+63,541
+106% +$6.29M 0.17% 93
2018
Q1 		$6.01M Hold
59,756
– – 0.09% 289
2017
Q4 		$6.79M Sell
59,756
-315
-0.5% -$36.6K 0.1% 246
2017
Q3 		$7.23M Hold
60,071
– – 0.12% 196
2017
Q2 		$5.66M Sell
60,071
-418
-0.7% -$37.8K 0.1% 274
2017
Q1 		$5.18M Buy
60,489
+14,289
+31% +$1.39M 0.09% 305
2016
Q4 		$4.47M Buy
+46,200
New +$4.24M 0.08% 355

Other funds holding LAD

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $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
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Mutual of America Capital Management's LAD Position: Q1 2026 in Review

Mutual of America Capital Management reduced its Lithia Motors (LAD) stake by 7.9% in Q1 2026, selling an estimated $238K and leaving 9,293 shares worth $2.32M. The position accounts for 0.03% of the portfolio, ranked #697.

Mutual of America Capital Management first reported a position in LAD in Q4 2016 and has held it in 38 quarters since. The position peaked at $23M in Q1 2021. 434 funds tracked by Wall St. Rank hold LAD as of Q1 2026.

  • Mutual of America Capital Management held 9,293 shares of Lithia Motors worth $2.32M as of Q1 2026.
  • Mutual of America Capital Management sold 800 Lithia Motors shares in Q1 2026, an estimated $238K.
  • Lithia Motors made up 0.03% of Mutual of America Capital Management's portfolio in Q1 2026, its #697 holding.
  • Mutual of America Capital Management first reported a position in Lithia Motors in Q4 2016 and has held it in 38 quarters since.
  • Mutual of America Capital Management's Lithia Motors position peaked at $23M in Q1 2021.
  • 434 funds tracked by Wall St. Rank held Lithia Motors as of Q1 2026.

Based on Mutual of America Capital Management's 13F filing for Q1 2026, filed 7 May 2026.