SC
LAD icon

SummitTX Capital’s Lithia Motors LAD Stock Holding History

SummitTX Capital’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 		$929K Sell
3,198
-1,232
-28% -$350K 0.02% 475
2026
Q1 		$1.11M Buy
4,430
+3,212
+264% +$954K 0.03% 423
2025
Q4 		$405K Buy
1,218
+454
+59% +$144K 0.01% 561
2025
Q3 		$241K Buy
+764
New +$246K 0.01% 671
2025
Q2 		– Sell
-1,582
Closed -$464K – 899
2025
Q1 		$464K Buy
+1,582
New +$539K 0.02% 570

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

SummitTX Capital's LAD Position: Q2 2026 in Review

SummitTX Capital reduced its Lithia Motors (LAD) stake by 28% in Q2 2026, selling an estimated $350K and leaving 3,198 shares worth $929K. The position accounts for 0.02% of the portfolio, ranked #475.

SummitTX Capital first reported a position in LAD in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.11M in Q1 2026. 443 funds tracked by Wall St. Rank hold LAD as of Q2 2026.

  • SummitTX Capital held 3,198 shares of Lithia Motors worth $929K as of Q2 2026.
  • SummitTX Capital sold 1,232 Lithia Motors shares in Q2 2026, an estimated $350K.
  • Lithia Motors made up 0.02% of SummitTX Capital's portfolio in Q2 2026, its #475 holding.
  • SummitTX Capital first reported a position in Lithia Motors in Q1 2025 and has held it in 5 quarters since.
  • SummitTX Capital's Lithia Motors position peaked at $1.11M in Q1 2026.
  • 443 funds tracked by Wall St. Rank held Lithia Motors as of Q2 2026.

Based on SummitTX Capital's 13F filing for Q2 2026, filed 14 Aug 2026.