NYLIM
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New York Life Investment Management’s Lithia Motors LAD Stock Holding History

New York Life Investment 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 		$753K Buy
3,016
+703
+30% +$209K 0.01% 715
2025
Q4 		$769K Sell
2,313
-311
-12% -$98.8K 0.01% 661
2025
Q3 		$829K Sell
2,624
-85
-3% -$27.4K 0.01% 696
2025
Q2 		$915K Sell
2,709
-99
-4% -$30.6K 0.01% 660
2025
Q1 		$824K Buy
2,808
+21
+0.8% +$7.15K 0.01% 688
2024
Q4 		$996K Sell
2,787
-332
-11% -$117K 0.01% 657
2024
Q3 		$991K Sell
3,119
-179
-5% -$49.9K 0.01% 700
2024
Q2 		$833K Buy
3,298
+306
+10% +$80.1K 0.01% 719
2024
Q1 		$900K Sell
2,992
-70
-2% -$20.7K 0.01% 700
2023
Q4 		$1.01M Buy
3,062
+193
+7% +$53K 0.01% 660
2023
Q3 		$847K Buy
2,869
+1,528
+114% +$466K 0.01% 664
2023
Q2 		$408K Buy
+1,341
New +$321K ﹤0.01% 965

Other funds holding LAD

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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

New York Life Investment Management's LAD Position: Q1 2026 in Review

New York Life Investment Management increased its Lithia Motors (LAD) stake by 30% in Q1 2026, buying an estimated $209K and bringing the position to 3,016 shares worth $753K. The position accounts for 0.01% of the portfolio, ranked #715.

New York Life Investment Management first reported a position in LAD in Q2 2023 and has held it in 12 quarters since. The position peaked at $1.01M in Q4 2023. 434 funds tracked by Wall St. Rank hold LAD as of Q1 2026.

  • New York Life Investment Management held 3,016 shares of Lithia Motors worth $753K as of Q1 2026.
  • New York Life Investment Management bought 703 Lithia Motors shares in Q1 2026, an estimated $209K.
  • Lithia Motors made up 0.01% of New York Life Investment Management's portfolio in Q1 2026, its #715 holding.
  • New York Life Investment Management first reported a position in Lithia Motors in Q2 2023 and has held it in 12 quarters since.
  • New York Life Investment Management's Lithia Motors position peaked at $1.01M in Q4 2023.
  • 434 funds tracked by Wall St. Rank held Lithia Motors as of Q1 2026.

Based on New York Life Investment Management's 13F filing for Q1 2026, filed 7 May 2026.