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Smith, Moore & Co’s Lithia Motors LAD Stock Holding History

Smith, Moore & Co’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 		$233K Sell
802
-693
-46% -$197K 0.02% 529
2026
Q1 		$373K Sell
1,495
-794
-35% -$236K 0.03% 387
2025
Q4 		$761K Sell
2,289
-97
-4% -$30.8K 0.06% 246
2025
Q3 		$754K Sell
2,386
-54
-2% -$17.4K 0.06% 252
2025
Q2 		$824K Sell
2,440
-15
-0.6% -$4.64K 0.07% 232
2025
Q1 		$721K Buy
+2,455
New +$836K 0.07% 242

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 $3.37T AUM 44.26% 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

Smith, Moore & Co's LAD Position: Q2 2026 in Review

Smith, Moore & Co reduced its Lithia Motors (LAD) stake by 46% in Q2 2026, selling an estimated $197K and leaving 802 shares worth $233K. The position accounts for 0.02% of the portfolio, ranked #529.

Smith, Moore & Co first reported a position in LAD in Q1 2025 and has held it in 6 quarters since. The position peaked at $824K in Q2 2025. 445 funds tracked by Wall St. Rank hold LAD as of Q2 2026.

  • Smith, Moore & Co held 802 shares of Lithia Motors worth $233K as of Q2 2026.
  • Smith, Moore & Co sold 693 Lithia Motors shares in Q2 2026, an estimated $197K.
  • Lithia Motors made up 0.02% of Smith, Moore & Co's portfolio in Q2 2026, its #529 holding.
  • Smith, Moore & Co first reported a position in Lithia Motors in Q1 2025 and has held it in 6 quarters since.
  • Smith, Moore & Co's Lithia Motors position peaked at $824K in Q2 2025.
  • 445 funds tracked by Wall St. Rank held Lithia Motors as of Q2 2026.

Based on Smith, Moore & Co's 13F filing for Q2 2026, filed 12 Aug 2026.