SWM
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SHP Wealth Management’s Lithia Motors LAD Stock Holding History

SHP 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
2026
Q1 		$250 Buy
+1
New +$297 ﹤0.01% 1717

Other funds holding LAD

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T 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
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

SHP Wealth Management's LAD Position: Q1 2026 in Review

SHP Wealth Management opened a new position in Lithia Motors (LAD) in Q1 2026: 1 share worth $250. The stake represents ﹤0.01% of the portfolio and ranks #1717 among its holdings.

434 funds tracked by Wall St. Rank hold LAD as of Q1 2026.

  • SHP Wealth Management held 1 share of Lithia Motors worth $250 as of Q1 2026.
  • Lithia Motors was a new SHP Wealth Management position in Q1 2026.
  • Lithia Motors made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1717 holding.
  • 434 funds tracked by Wall St. Rank held Lithia Motors as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.