QWM
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Quaker Wealth Management’s Lithia Motors LAD Stock Holding History

Quaker Wealth 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
2025
Q2 		– Sell
-2
Closed -$588 – 1328
2025
Q1 		$588 Buy
+2
New +$681 ﹤0.01% 603

Other funds holding LAD

RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
CC
Chicago Capital Chicago, Illinois $4.15B AUM 31.09% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
CPC
Consolidated Planning Corp Atlanta, Georgia $742M AUM 25.54% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
AB
Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return
RSC
Red Spruce Capital Berwyn, Pennsylvania $287M AUM 38.81% 1-Year Est. Return
1WA
180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return

Quaker Wealth Management's LAD Position: Q2 2026 in Review

Quaker Wealth Management held its Lithia Motors (LAD) position steady in Q2 2026 at 2 shares worth $581. The position accounts for ﹤0.01% of the portfolio, ranked #709.

Quaker Wealth Management first reported a position in LAD in Q1 2026 and has held it in 2 quarters since. 113 funds tracked by Wall St. Rank hold LAD as of Q2 2026.

  • Quaker Wealth Management held 2 shares of Lithia Motors worth $581 as of Q2 2026.
  • Quaker Wealth Management left its Lithia Motors share count unchanged in Q2 2026.
  • Lithia Motors made up ﹤0.01% of Quaker Wealth Management's portfolio in Q2 2026, its #709 holding.
  • Quaker Wealth Management first reported a position in Lithia Motors in Q1 2026 and has held it in 2 quarters since.
  • 113 funds tracked by Wall St. Rank held Lithia Motors as of Q2 2026.

Based on Quaker Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.