Simplex Trading’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 | $1.46M | Sell |
5,014
-1,956
| -28% | -$556K | ﹤0.01% | 2355 |
|
|
2026
Q1 | $1.74M | Buy |
+6,970
| New | +$2.07M | ﹤0.01% | 1946 |
|
|
2025
Q4 | – | Sell |
-120
| Closed | -$38.1K | – | 9365 |
|
|
2025
Q3 | $37K | Sell |
120
-1,914
| -94% | -$617K | ﹤0.01% | 6748 |
|
|
2025
Q2 | $687K | Buy |
2,034
+1,628
| +401% | +$504K | ﹤0.01% | 3179 |
|
|
2025
Q1 | $119K | Sell |
406
-4
| -1% | -$1.36K | ﹤0.01% | 4881 |
|
|
2024
Q4 | $146K | Buy |
+410
| New | +$144K | ﹤0.01% | 4815 |
|
|
2024
Q3 | – | Sell |
-166
| Closed | -$46.3K | – | 9062 |
|
|
2024
Q2 | $41K | Buy |
+166
| New | +$43.5K | ﹤0.01% | 6271 |
|
|
2023
Q2 | – | Sell |
-2,961
| Closed | -$709K | – | 9491 |
|
|
2023
Q1 | $677K | Buy |
2,961
+667
| +29% | +$162K | ﹤0.01% | 2966 |
|
|
2022
Q4 | $469K | Sell |
2,294
-4,119
| -64% | -$880K | ﹤0.01% | 3216 |
|
|
2022
Q3 | $1.38M | Buy |
6,413
+4,193
| +189% | +$1.1M | ﹤0.01% | 2314 |
|
|
2022
Q2 | $610K | Buy |
+2,220
| New | +$647K | ﹤0.01% | 3208 |
|
|
2022
Q1 | – | Sell |
-988
| Closed | -$308K | – | 10945 |
|
|
2021
Q4 | $293K | Sell |
988
-3,968
| -80% | -$1.23M | ﹤0.01% | 4604 |
|
|
2021
Q3 | $1.75M | Buy |
4,956
+1,600
| +48% | +$557K | ﹤0.01% | 2333 |
|
|
2021
Q2 | $1.15M | Buy |
3,356
+1,123
| +50% | +$406K | ﹤0.01% | 2897 |
|
|
2021
Q1 | $871K | Sell |
2,233
-1,199
| -35% | -$431K | ﹤0.01% | 2575 |
|
|
2020
Q4 | $1M | Buy |
+3,432
| New | +$939K | ﹤0.01% | 2559 |
|
|
2020
Q2 | – | Sell |
-15
| Closed | -$1.72K | – | 7985 |
|
|
2020
Q1 | $1K | Buy |
+15
| New | +$1.81K | ﹤0.01% | 7372 |
|
|
2019
Q4 | – | Sell |
-265
| Closed | -$39.8K | – | 7635 |
|
|
2019
Q3 | $35K | Sell |
265
-45
| -15% | -$5.75K | ﹤0.01% | 5344 |
|
|
2019
Q2 | $36K | Buy |
+310
| New | +$34.3K | ﹤0.01% | 5129 |
|
|
2019
Q1 | – | Sell |
-5,188
| Closed | -$451K | – | 7486 |
|
|
2018
Q4 | $396K | Buy |
5,188
+4,649
| +863% | +$368K | ﹤0.01% | 2445 |
|
|
2018
Q3 | $44K | Sell |
539
-1,062
| -66% | -$93.6K | ﹤0.01% | 5289 |
|
|
2018
Q2 | $151K | Sell |
1,601
-463
| -22% | -$45.9K | ﹤0.01% | 3807 |
|
|
2018
Q1 | $207K | Buy |
+2,064
| New | +$234K | 0.01% | 1210 |
|
|
2016
Q3 | – | Sell |
-3,385
| Closed | -$284K | – | 6142 |
|
|
2016
Q2 | $240K | Buy |
+3,385
| New | +$271K | 0.02% | 897 |
|
|
2015
Q4 | – | Sell |
-2,538
| Closed | -$292K | – | 5777 |
|
|
2015
Q3 | $274K | Buy |
+2,538
| New | +$285K | 0.02% | 736 |
|
Other funds holding LAD
ACM
RRAM
LAM
Simplex Trading's LAD Position: Q2 2026 in Review
Simplex Trading reduced its Lithia Motors (LAD) stake by 28% in Q2 2026, selling an estimated $556K and leaving 5,014 shares worth $1.46M. The position accounts for ﹤0.01% of the portfolio, ranked #2355.
Simplex Trading first reported a position in LAD in Q3 2015 and has held it in 25 quarters since. The position peaked at $1.75M in Q3 2021. 445 funds tracked by Wall St. Rank hold LAD as of Q2 2026.
- Simplex Trading held 5,014 shares of Lithia Motors worth $1.46M as of Q2 2026.
- Simplex Trading sold 1,956 Lithia Motors shares in Q2 2026, an estimated $556K.
- Lithia Motors made up ﹤0.01% of Simplex Trading's portfolio in Q2 2026, its #2355 holding.
- Simplex Trading first reported a position in Lithia Motors in Q3 2015 and has held it in 25 quarters since.
- Simplex Trading's Lithia Motors position peaked at $1.75M in Q3 2021.
- 445 funds tracked by Wall St. Rank held Lithia Motors as of Q2 2026.
Based on Simplex Trading's 13F filing for Q2 2026, filed 12 Aug 2026.