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NBC Securities’s Lithia Motors LAD Stock Holding History

NBC Securities’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 		$77K Sell
265
-22
-8% -$6.25K 0.01% 1147
2026
Q1 		$71.7K Sell
287
-2
-0.7% -$594 0.01% 1187
2025
Q4 		$96K Hold
289
– – 0.01% 1098
2025
Q3 		$91.3K Buy
289
+12
+4% +$3.87K 0.01% 1106
2025
Q2 		$93K Buy
277
+75
+37% +$23.2K 0.01% 1078
2025
Q1 		$59K Buy
+202
New +$68.8K 0.01% 1113

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

NBC Securities's LAD Position: Q2 2026 in Review

NBC Securities reduced its Lithia Motors (LAD) stake by 7.7% in Q2 2026, selling an estimated $6.25K and leaving 265 shares worth $77K. The position accounts for 0.01% of the portfolio, ranked #1147.

NBC Securities first reported a position in LAD in Q1 2025 and has held it in 6 quarters since. The position peaked at $96K in Q4 2025. 445 funds tracked by Wall St. Rank hold LAD as of Q2 2026.

  • NBC Securities held 265 shares of Lithia Motors worth $77K as of Q2 2026.
  • NBC Securities sold 22 Lithia Motors shares in Q2 2026, an estimated $6.25K.
  • Lithia Motors made up 0.01% of NBC Securities's portfolio in Q2 2026, its #1147 holding.
  • NBC Securities first reported a position in Lithia Motors in Q1 2025 and has held it in 6 quarters since.
  • NBC Securities's Lithia Motors position peaked at $96K in Q4 2025.
  • 445 funds tracked by Wall St. Rank held Lithia Motors as of Q2 2026.

Based on NBC Securities's 13F filing for Q2 2026, filed 21 Jul 2026.