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Westside Investment Management’s Lithia Motors LAD Stock Holding History

Westside Investment 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
Q2 		$1.74K Hold
6
– – ﹤0.01% 1348
2026
Q1 		$1.5K Hold
6
– – ﹤0.01% 1352
2025
Q4 		$1.99K Buy
+6
New +$1.91K ﹤0.01% 1317

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

Westside Investment Management's LAD Position: Q2 2026 in Review

Westside Investment Management held its Lithia Motors (LAD) position steady in Q2 2026 at 6 shares worth $1.74K. The position accounts for ﹤0.01% of the portfolio, ranked #1348.

Westside Investment Management first reported a position in LAD in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.99K in Q4 2025. 444 funds tracked by Wall St. Rank hold LAD as of Q2 2026.

  • Westside Investment Management held 6 shares of Lithia Motors worth $1.74K as of Q2 2026.
  • Westside Investment Management left its Lithia Motors share count unchanged in Q2 2026.
  • Lithia Motors made up ﹤0.01% of Westside Investment Management's portfolio in Q2 2026, its #1348 holding.
  • Westside Investment Management first reported a position in Lithia Motors in Q4 2025 and has held it in 3 quarters since.
  • Westside Investment Management's Lithia Motors position peaked at $1.99K in Q4 2025.
  • 444 funds tracked by Wall St. Rank held Lithia Motors as of Q2 2026.

Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.