Smithfield Trust’s Lithia Motors LAD Stock Holding History

Smithfield Trust’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	$5K	Hold	21	–	–	﹤0.01%	985
2025 Q4	$7K	Hold	21	–	–	﹤0.01%	946
2025 Q3	$6K	Hold	21	–	–	﹤0.01%	938
2025 Q2	$7K	Hold	21	–	–	﹤0.01%	925
2025 Q1	$6K	Hold	21	–	–	﹤0.01%	947
2024 Q4	$7K	Hold	21	–	–	﹤0.01%	934
2024 Q3	$6K	Hold	21	–	–	﹤0.01%	923
2024 Q2	$5K	Hold	21	–	–	﹤0.01%	913
2024 Q1	$6K	Hold	21	–	–	﹤0.01%	914
2023 Q4	$7K	Hold	21	–	–	﹤0.01%	883
2023 Q3	$6K	Hold	21	–	–	﹤0.01%	885
2023 Q2	$6K	Hold	21	–	–	﹤0.01%	897
2023 Q1	$5K	Hold	21	–	–	﹤0.01%	894
2022 Q4	$4K	Hold	21	–	–	﹤0.01%	909
2022 Q3	$4K	Hold	21	–	–	﹤0.01%	943
2022 Q2	$5K	Hold	21	–	–	﹤0.01%	951
2022 Q1	$6K	Hold	21	–	–	﹤0.01%	950
2021 Q4	$6K	Hold	21	–	–	﹤0.01%	958
2021 Q3	$6K	Hold	21	–	–	﹤0.01%	971
2021 Q2	$7K	Hold	21	–	–	﹤0.01%	912
2021 Q1	$8K	Hold	21	–	–	﹤0.01%	907
2020 Q4	$6K	Hold	21	–	–	﹤0.01%	947
2020 Q3	$5K	Buy	+21	New	+$4.72K	﹤0.01%	930
2018 Q4	–	Sell	-15	Closed	-$1K	–	959
2018 Q3	$1K	Hold	15	–	–	﹤0.01%	987
2018 Q2	$1K	Hold	15	–	–	﹤0.01%	1004
2018 Q1	$2K	Hold	15	–	–	﹤0.01%	988
2017 Q4	$2K	Buy	+15	New	+$1.74K	﹤0.01%	1036

Other funds holding LAD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

ACM

Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Smithfield Trust's LAD Position: Q1 2026 in Review

Smithfield Trust held its Lithia Motors (LAD) position steady in Q1 2026 at 21 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #985.

Smithfield Trust first reported a position in LAD in Q4 2017 and has held it in 27 quarters since. The position peaked at $8K in Q1 2021. 432 funds tracked by Wall St. Rank hold LAD as of Q1 2026.

Smithfield Trust held 21 shares of Lithia Motors worth $5K as of Q1 2026.
Smithfield Trust left its Lithia Motors share count unchanged in Q1 2026.
Lithia Motors made up ﹤0.01% of Smithfield Trust's portfolio in Q1 2026, its #985 holding.
Smithfield Trust first reported a position in Lithia Motors in Q4 2017 and has held it in 27 quarters since.
Smithfield Trust's Lithia Motors position peaked at $8K in Q1 2021.
432 funds tracked by Wall St. Rank held Lithia Motors as of Q1 2026.

Based on Smithfield Trust's 13F filing for Q1 2026, filed 8 May 2026.