New Mexico Educational Retirement Board’s Lithia Motors LAD Stock Holding History

New Mexico Educational Retirement Board’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	$1.45M	Hold	5,000	–	–	0.04%	535
2026 Q1	$1.25M	Hold	5,000	–	–	0.04%	543
2025 Q4	$1.66M	Sell	5,000 -600	-11%	-$191K	0.05%	415
2025 Q3	$1.77M	Hold	5,600	–	–	0.05%	380
2025 Q2	$1.89M	Hold	5,600	–	–	0.06%	328
2025 Q1	$1.64M	Hold	5,600	–	–	0.06%	365
2024 Q4	$2M	Hold	5,600	–	–	0.07%	294
2024 Q3	$1.78M	Hold	5,600	–	–	0.06%	361
2024 Q2	$1.41M	Hold	5,600	–	–	0.05%	440
2024 Q1	$1.69M	Hold	5,600	–	–	0.06%	370
2023 Q4	$1.84M	Hold	5,600	–	–	0.07%	292
2023 Q3	$1.65M	Hold	5,600	–	–	0.07%	295
2023 Q2	$1.7M	Buy	5,600 +600	+12%	+$144K	0.07%	277
2023 Q1	$1.15M	Buy	5,000 +500	+11%	+$122K	0.06%	407
2022 Q4	$921K	Hold	4,500	–	–	0.05%	454
2022 Q3	$965K	Hold	4,500	–	–	0.05%	406
2022 Q2	$1.24M	Sell	4,500 -1,700	-27%	-$496K	0.06%	317
2022 Q1	$1.86M	Hold	6,200	–	–	0.07%	287
2021 Q4	$1.84M	Hold	6,200	–	–	0.06%	343
2021 Q3	$1.97M	Hold	6,200	–	–	0.07%	286
2021 Q2	$2.13M	Buy	6,200 +1,700	+38%	+$615K	0.07%	265
2021 Q1	$1.75M	Hold	4,500	–	–	0.07%	284
2020 Q4	$1.32M	Sell	4,500 -100	-2%	-$27.4K	0.06%	357
2020 Q3	$1.05M	Buy	+4,600	New	+$1.03M	0.05%	409

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

New Mexico Educational Retirement Board's LAD Position: Q2 2026 in Review

New Mexico Educational Retirement Board held its Lithia Motors (LAD) position steady in Q2 2026 at 5,000 shares worth $1.45M. The position accounts for 0.04% of the portfolio, ranked #535.

New Mexico Educational Retirement Board first reported a position in LAD in Q3 2020 and has held it in 24 quarters since. The position peaked at $2.13M in Q2 2021. 444 funds tracked by Wall St. Rank hold LAD as of Q2 2026.

New Mexico Educational Retirement Board held 5,000 shares of Lithia Motors worth $1.45M as of Q2 2026.
New Mexico Educational Retirement Board left its Lithia Motors share count unchanged in Q2 2026.
Lithia Motors made up 0.04% of New Mexico Educational Retirement Board's portfolio in Q2 2026, its #535 holding.
New Mexico Educational Retirement Board first reported a position in Lithia Motors in Q3 2020 and has held it in 24 quarters since.
New Mexico Educational Retirement Board's Lithia Motors position peaked at $2.13M in Q2 2021.
444 funds tracked by Wall St. Rank held Lithia Motors as of Q2 2026.

Based on New Mexico Educational Retirement Board's 13F filing for Q2 2026, filed 29 Jul 2026.