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Pinnacle Wealth Planning Services’s Lithia Motors LAD Stock Holding History

Pinnacle Wealth Planning Services’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 		$77.9K Buy
268
+9
+3% +$2.56K 0.01% 1017
2026
Q1 		$64.7K Sell
259
-69
-21% -$20.5K 0.01% 1049
2025
Q4 		$109K Buy
+328
New +$104K 0.01% 733
2021
Q1 		– Sell
-466
Closed -$136K – 1212
2020
Q4 		$136K Buy
+466
New +$127K 0.03% 369

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

Pinnacle Wealth Planning Services's LAD Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Lithia Motors (LAD) stake by 3.5% in Q2 2026, buying an estimated $2.56K and bringing the position to 268 shares worth $77.9K. The position accounts for 0.01% of the portfolio, ranked #1017.

Pinnacle Wealth Planning Services first reported a position in LAD in Q4 2020 and has held it in 4 quarters since. The position peaked at $136K in Q4 2020. 445 funds tracked by Wall St. Rank hold LAD as of Q2 2026.

  • Pinnacle Wealth Planning Services held 268 shares of Lithia Motors worth $77.9K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 9 Lithia Motors shares in Q2 2026, an estimated $2.56K.
  • Lithia Motors made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1017 holding.
  • Pinnacle Wealth Planning Services first reported a position in Lithia Motors in Q4 2020 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's Lithia Motors position peaked at $136K in Q4 2020.
  • 445 funds tracked by Wall St. Rank held Lithia Motors as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.