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Richards, Merrill & Peterson’s Lithia Motors LAD Stock Holding History

Richards, Merrill & Peterson’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
-285
Closed -$83.7K – 346
2025
Q1 		$83.7K Sell
285
-20
-7% -$6.81K 0.04% 201
2024
Q4 		$109K Buy
+305
New +$107K 0.06% 180

Other funds holding LAD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
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
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
CM
Conifer Management New York $524M AUM 14.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Richards, Merrill & Peterson's LAD Position: Q2 2025 in Review

Richards, Merrill & Peterson sold out of Lithia Motors (LAD) in Q2 2025, closing a stake of 285 shares — an estimated $83.7K sold.

Richards, Merrill & Peterson first reported a position in LAD in Q4 2024 and held it in 2 quarters. The position peaked at $109K in Q4 2024. 453 funds tracked by Wall St. Rank hold LAD as of Q2 2025.

  • Richards, Merrill & Peterson reported no remaining Lithia Motors position as of Q2 2025 after selling out during the quarter.
  • Richards, Merrill & Peterson sold 285 Lithia Motors shares in Q2 2025, an estimated $83.7K.
  • Richards, Merrill & Peterson first reported a position in Lithia Motors in Q4 2024 and held it in 2 quarters.
  • Richards, Merrill & Peterson's Lithia Motors position peaked at $109K in Q4 2024.
  • 453 funds tracked by Wall St. Rank held Lithia Motors as of Q2 2025.

Based on Richards, Merrill & Peterson's 13F filing for Q2 2025, filed 31 Jul 2025.