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Whalen Wealth Management’s Lithia Motors LAD Stock Holding History

Whalen 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
Q2 		– Sell
-1,366
Closed -$341K – 210
2026
Q1 		$341K Sell
1,366
-50
-4% -$14.9K 0.18% 140
2025
Q4 		$471K Buy
+1,416
New +$450K 0.25% 110
2025
Q3 		– Sell
-1,373
Closed -$464K – 233
2025
Q2 		$464K Buy
1,373
+188
+16% +$58.2K 0.29% 101
2025
Q1 		$348K Buy
1,185
+492
+71% +$168K 0.23% 99
2024
Q4 		$248K Buy
+693
New +$244K 0.17% 117

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 $3.38T AUM 44.17% 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

Whalen Wealth Management's LAD Position: Q2 2026 in Review

Whalen Wealth Management sold out of Lithia Motors (LAD) in Q2 2026, closing a stake of 1,366 shares — an estimated $341K sold.

Whalen Wealth Management first reported a position in LAD in Q4 2024 and held it in 5 quarters. The position peaked at $471K in Q4 2025. 444 funds tracked by Wall St. Rank hold LAD as of Q2 2026.

  • Whalen Wealth Management reported no remaining Lithia Motors position as of Q2 2026 after selling out during the quarter.
  • Whalen Wealth Management sold 1,366 Lithia Motors shares in Q2 2026, an estimated $341K.
  • Whalen Wealth Management first reported a position in Lithia Motors in Q4 2024 and held it in 5 quarters.
  • Whalen Wealth Management's Lithia Motors position peaked at $471K in Q4 2025.
  • 444 funds tracked by Wall St. Rank held Lithia Motors as of Q2 2026.

Based on Whalen Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.