Retirement Systems of Alabama
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Retirement Systems of Alabama’s Lithia Motors LAD Stock Holding History

Retirement Systems of Alabama’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 		$17M Sell
58,606
-6,141
-9% -$1.75M 0.05% 339
2026
Q1 		$16.2M Buy
64,747
+627
+1% +$186K 0.05% 351
2025
Q4 		$21.3M Sell
64,120
-1,892
-3% -$601K 0.07% 266
2025
Q3 		$20.9M Sell
66,012
-821
-1% -$265K 0.07% 271
2025
Q2 		$22.6M Sell
66,833
-2,891
-4% -$894K 0.08% 238
2025
Q1 		$20.5M Sell
69,724
-3,631
-5% -$1.24M 0.08% 255
2024
Q4 		$26.2M Sell
73,355
-2,629
-3% -$926K 0.1% 205
2024
Q3 		$24.1M Buy
75,984
+24,258
+47% +$6.76M 0.09% 227
2024
Q2 		$13.1M Sell
51,726
-733
-1% -$192K 0.05% 384
2024
Q1 		$15.8M Buy
52,459
+92
+0.2% +$27.2K 0.06% 336
2023
Q4 		$17.2M Buy
52,367
+52
+0.1% +$14.3K 0.07% 278
2023
Q3 		$15.5M Sell
52,315
-1,060
-2% -$323K 0.07% 287
2023
Q2 		$16.2M Sell
53,375
-245
-0.5% -$58.7K 0.07% 284
2023
Q1 		$12.3M Sell
53,620
-16,813
-24% -$4.09M 0.05% 378
2022
Q4 		$14.4M Sell
70,433
-4
-0% -$855 0.06% 329
2022
Q3 		$15.1M Sell
70,437
-2,080
-3% -$543K 0.07% 279
2022
Q2 		$19.9M Buy
72,517
+787
+1% +$229K 0.09% 231
2022
Q1 		$21.5M Buy
71,730
+80
+0.1% +$25K 0.08% 248
2021
Q4 		$21.3M Buy
71,650
+482
+0.7% +$149K 0.07% 256
2021
Q3 		$22.6M Buy
71,168
+4,401
+7% +$1.53M 0.08% 229
2021
Q2 		$22.9M Buy
66,767
+4,006
+6% +$1.45M 0.08% 237
2021
Q1 		$24.5M Buy
62,761
+28,708
+84% +$10.3M 0.09% 223
2020
Q4 		$9.97M Buy
34,053
+4,755
+16% +$1.3M 0.04% 480
2020
Q3 		$6.68M Buy
+29,298
New +$6.59M 0.03% 535

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

Retirement Systems of Alabama's LAD Position: Q2 2026 in Review

Retirement Systems of Alabama reduced its Lithia Motors (LAD) stake by 9.5% in Q2 2026, selling an estimated $1.75M and leaving 58,606 shares worth $17M. The position accounts for 0.05% of the portfolio, ranked #339.

Retirement Systems of Alabama first reported a position in LAD in Q3 2020 and has held it in 24 quarters since. The position peaked at $26.2M in Q4 2024. 444 funds tracked by Wall St. Rank hold LAD as of Q2 2026.

  • Retirement Systems of Alabama held 58,606 shares of Lithia Motors worth $17M as of Q2 2026.
  • Retirement Systems of Alabama sold 6,141 Lithia Motors shares in Q2 2026, an estimated $1.75M.
  • Lithia Motors made up 0.05% of Retirement Systems of Alabama's portfolio in Q2 2026, its #339 holding.
  • Retirement Systems of Alabama first reported a position in Lithia Motors in Q3 2020 and has held it in 24 quarters since.
  • Retirement Systems of Alabama's Lithia Motors position peaked at $26.2M in Q4 2024.
  • 444 funds tracked by Wall St. Rank held Lithia Motors as of Q2 2026.

Based on Retirement Systems of Alabama's 13F filing for Q2 2026, filed 28 Jul 2026.