Oakworth Capital’s Lithia Motors LAD Stock Holding History

Oakworth Capital’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
2025 Q2	–	Sell	-10	Closed	-$2.94K	–	680
2025 Q1	$2.94K	Buy	+10	New	+$3.4K	﹤0.01%	600

Other funds holding LAD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

ACM

Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Conifer Management New York $524M AUM 14.11% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Oakworth Capital's LAD Position: Q2 2025 in Review

Oakworth Capital sold out of Lithia Motors (LAD) in Q2 2025, closing a stake of 10 shares — an estimated $2.94K sold.

Oakworth Capital first reported a position in LAD in Q1 2025 and held it in 1 quarter. The position peaked at $2.94K in Q1 2025. 453 funds tracked by Wall St. Rank hold LAD as of Q2 2025.

Oakworth Capital reported no remaining Lithia Motors position as of Q2 2025 after selling out during the quarter.
Oakworth Capital sold 10 Lithia Motors shares in Q2 2025, an estimated $2.94K.
Oakworth Capital first reported a position in Lithia Motors in Q1 2025 and held it in 1 quarter.
Oakworth Capital's Lithia Motors position peaked at $2.94K in Q1 2025.
453 funds tracked by Wall St. Rank held Lithia Motors as of Q2 2025.

Based on Oakworth Capital's 13F filing for Q2 2025, filed 17 Jul 2025.