Spire Wealth Management’s Lithia Motors LAD Stock Holding History

Spire 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	–	Sell	-24	Closed	-$7.98K	–	2344
2025 Q4	$7.98K	Buy	24 +6	+33%	+$1.91K	﹤0.01%	1785
2025 Q3	$5.69K	Buy	+18	New	+$5.81K	﹤0.01%	1929
2022 Q3	–	Sell	-2	Closed	-$1K	–	2416
2022 Q2	$1K	Buy	+2	New	+$583	﹤0.01%	2528
2022 Q1	–	Sell	-12	Closed	-$4K	–	2711
2021 Q4	$4K	Buy	+12	New	+$3.71K	﹤0.01%	2633
2021 Q2	–	Sell	-17	Closed	-$6K	–	2793
2021 Q1	$6K	Buy	+17	New	+$6.11K	﹤0.01%	2574

Other funds holding LAD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

ACM

Abrams Capital Management Boston, Massachusetts $5.48B AUM 3.63% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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 Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

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

Spire Wealth Management sold out of Lithia Motors (LAD) in Q1 2026, closing a stake of 24 shares — an estimated $7.98K sold.

Spire Wealth Management first reported a position in LAD in Q1 2021 and held it in 5 quarters. The position peaked at $7.98K in Q4 2025. 436 funds tracked by Wall St. Rank hold LAD as of Q1 2026.

Spire Wealth Management reported no remaining Lithia Motors position as of Q1 2026 after selling out during the quarter.
Spire Wealth Management sold 24 Lithia Motors shares in Q1 2026, an estimated $7.98K.
Spire Wealth Management first reported a position in Lithia Motors in Q1 2021 and held it in 5 quarters.
Spire Wealth Management's Lithia Motors position peaked at $7.98K in Q4 2025.
436 funds tracked by Wall St. Rank held Lithia Motors as of Q1 2026.

Based on Spire Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.