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SBI Securities’s Lithia Motors LAD Stock Holding History

SBI Securities’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 		$14.2K Buy
49
+31
+172% +$8.81K ﹤0.01% 1677
2026
Q1 		$4.5K Hold
18
– – ﹤0.01% 2072
2025
Q4 		$5.98K Sell
18
-13
-42% -$4.13K ﹤0.01% 1953
2025
Q3 		$9.8K Sell
31
-19
-38% -$6.13K ﹤0.01% 1784
2025
Q2 		$16.9K Sell
50
-74
-60% -$22.9K ﹤0.01% 1482
2025
Q1 		$36.4K Buy
124
+26
+27% +$8.85K ﹤0.01% 1098
2024
Q4 		$35K Buy
+98
New +$34.5K ﹤0.01% 1106

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 $3.38T AUM 44.17% 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

SBI Securities's LAD Position: Q2 2026 in Review

SBI Securities increased its Lithia Motors (LAD) stake by 172% in Q2 2026, buying an estimated $8.81K and bringing the position to 49 shares worth $14.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1677.

SBI Securities first reported a position in LAD in Q4 2024 and has held it in 7 quarters since. The position peaked at $36.4K in Q1 2025. 444 funds tracked by Wall St. Rank hold LAD as of Q2 2026.

  • SBI Securities held 49 shares of Lithia Motors worth $14.2K as of Q2 2026.
  • SBI Securities bought 31 Lithia Motors shares in Q2 2026, an estimated $8.81K.
  • Lithia Motors made up ﹤0.01% of SBI Securities's portfolio in Q2 2026, its #1677 holding.
  • SBI Securities first reported a position in Lithia Motors in Q4 2024 and has held it in 7 quarters since.
  • SBI Securities's Lithia Motors position peaked at $36.4K in Q1 2025.
  • 444 funds tracked by Wall St. Rank held Lithia Motors as of Q2 2026.

Based on SBI Securities's 13F filing for Q2 2026, filed 23 Jul 2026.