Shelton Capital Management’s Lithia Motors LAD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $215K | Buy |
+740
| New | +$210K | ﹤0.01% | 682 |
|
|
2026
Q1 | – | Sell |
-800
| Closed | -$266K | – | 764 |
|
|
2025
Q4 | $266K | Sell |
800
-150
| -16% | -$47.6K | 0.01% | 540 |
|
|
2025
Q3 | $300K | Hold |
950
| – | – | 0.01% | 511 |
|
|
2025
Q2 | $321K | Hold |
950
| – | – | 0.01% | 461 |
|
|
2025
Q1 | $279K | Sell |
950
-59
| -6% | -$20.1K | 0.01% | 503 |
|
|
2024
Q4 | $361K | Sell |
1,009
-66
| -6% | -$23.3K | 0.01% | 430 |
|
|
2024
Q3 | $341K | Sell |
1,075
-46
| -4% | -$12.8K | 0.01% | 452 |
|
|
2024
Q2 | $283K | Sell |
1,121
-60
| -5% | -$15.7K | 0.01% | 511 |
|
|
2024
Q1 | $355K | Hold |
1,181
| – | – | 0.01% | 459 |
|
|
2023
Q4 | $389K | Sell |
1,181
-95
| -7% | -$26.1K | 0.01% | 395 |
|
|
2023
Q3 | $377K | Sell |
1,276
-71
| -5% | -$21.6K | 0.01% | 376 |
|
|
2023
Q2 | $410K | Sell |
1,347
-62
| -4% | -$14.8K | 0.01% | 364 |
|
|
2023
Q1 | $323K | Hold |
1,409
| – | – | 0.01% | 447 |
|
|
2022
Q4 | $288K | Sell |
1,409
-91
| -6% | -$19.4K | 0.03% | 450 |
|
|
2022
Q3 | $322K | Hold |
1,500
| – | – | 0.02% | 417 |
|
|
2022
Q2 | $412K | Hold |
1,500
| – | – | 0.02% | 357 |
|
|
2022
Q1 | $450K | Hold |
1,500
| – | – | 0.02% | 386 |
|
|
2021
Q4 | $445K | Hold |
1,500
| – | – | 0.02% | 404 |
|
|
2021
Q3 | $476K | Hold |
1,500
| – | – | 0.02% | 372 |
|
|
2021
Q2 | $515K | Buy |
1,500
+165
| +12% | +$59.7K | 0.02% | 371 |
|
|
2021
Q1 | $521K | Hold |
1,335
| – | – | 0.02% | 375 |
|
|
2020
Q4 | $391K | Buy |
1,335
+321
| +32% | +$87.8K | 0.02% | 412 |
|
|
2020
Q3 | $231K | Sell |
1,014
-608
| -37% | -$137K | 0.01% | 627 |
|
|
2020
Q2 | $245K | Buy |
+1,622
| New | +$186K | 0.01% | 516 |
|
|
2020
Q1 | – | Sell |
-2,004
| Closed | -$295K | – | 746 |
|
|
2019
Q4 | $295K | Sell |
2,004
-90
| -4% | -$13.5K | 0.02% | 535 |
|
|
2019
Q3 | $277K | Sell |
2,094
-132
| -6% | -$16.9K | 0.02% | 568 |
|
|
2019
Q2 | $264K | Buy |
2,226
+2,003
| +898% | +$222K | 0.02% | 614 |
|
|
2019
Q1 | $2.4K | Buy |
+223
| New | +$19.4K | 0.01% | 774 |
|
|
2018
Q3 | – | Sell |
-2,147
| Closed | -$203K | – | 930 |
|
|
2018
Q2 | $203K | Hold |
2,147
| – | – | 0.01% | 806 |
|
|
2018
Q1 | $216K | Hold |
2,147
| – | – | 0.01% | 740 |
|
|
2017
Q4 | $244K | Hold |
2,147
| – | – | 0.02% | 704 |
|
|
2017
Q3 | $258K | Sell |
2,147
-228
| -10% | -$23.9K | 0.02% | 643 |
|
|
2017
Q2 | $224K | Buy |
+2,375
| New | +$215K | 0.02% | 758 |
|
|
2015
Q3 | – | Sell |
-1,798
| Closed | -$203K | – | 757 |
|
|
2015
Q2 | $203K | Buy |
+1,798
| New | +$191K | 0.02% | 740 |
|
Other funds holding LAD
ACM
RRAM
LAM
Shelton Capital Management's LAD Position: Q2 2026 in Review
Shelton Capital Management opened a new position in Lithia Motors (LAD) in Q2 2026: 740 shares worth $215K. The stake represents ﹤0.01% of the portfolio and ranks #682 among its holdings. This is a return to the name: Shelton Capital Management previously reported a position in LAD as recently as Q4 2025.
Shelton Capital Management first reported a position in LAD in Q2 2015 and has held it in 34 quarters since. The position peaked at $521K in Q1 2021. 445 funds tracked by Wall St. Rank hold LAD as of Q2 2026.
- Shelton Capital Management held 740 shares of Lithia Motors worth $215K as of Q2 2026.
- Lithia Motors was a new Shelton Capital Management position in Q2 2026.
- Lithia Motors made up ﹤0.01% of Shelton Capital Management's portfolio in Q2 2026, its #682 holding.
- Shelton Capital Management first reported a position in Lithia Motors in Q2 2015 and has held it in 34 quarters since.
- Shelton Capital Management's Lithia Motors position peaked at $521K in Q1 2021.
- 445 funds tracked by Wall St. Rank held Lithia Motors as of Q2 2026.
Based on Shelton Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.