Wilmington Savings Fund Society’s Lithia Motors LAD Stock Holding History

Wilmington Savings Fund Society’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	$64.2K	Sell	257 -4	-2%	-$1.19K	﹤0.01%	829
2025 Q4	$86.7K	Buy	261 +3	+1%	+$953	﹤0.01%	766
2025 Q3	$81.5K	Sell	258 -1	-0.4%	-$323	﹤0.01%	781
2025 Q2	$87.5K	Sell	259 -192	-43%	-$59.4K	﹤0.01%	1074
2025 Q1	$132K	Sell	451 -99	-18%	-$33.7K	﹤0.01%	921
2024 Q4	$197K	Sell	550 -133	-19%	-$46.9K	﹤0.01%	835
2024 Q3	$217K	Buy	+683	New	+$190K	﹤0.01%	792

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

Wilmington Savings Fund Society's LAD Position: Q1 2026 in Review

Wilmington Savings Fund Society reduced its Lithia Motors (LAD) stake by 1.5% in Q1 2026, selling an estimated $1.19K and leaving 257 shares worth $64.2K. The position accounts for ﹤0.01% of the portfolio, ranked #829.

Wilmington Savings Fund Society first reported a position in LAD in Q3 2024 and has held it in 7 quarters since. The position peaked at $217K in Q3 2024. 433 funds tracked by Wall St. Rank hold LAD as of Q1 2026.

Wilmington Savings Fund Society held 257 shares of Lithia Motors worth $64.2K as of Q1 2026.
Wilmington Savings Fund Society sold 4 Lithia Motors shares in Q1 2026, an estimated $1.19K.
Lithia Motors made up ﹤0.01% of Wilmington Savings Fund Society's portfolio in Q1 2026, its #829 holding.
Wilmington Savings Fund Society first reported a position in Lithia Motors in Q3 2024 and has held it in 7 quarters since.
Wilmington Savings Fund Society's Lithia Motors position peaked at $217K in Q3 2024.
433 funds tracked by Wall St. Rank held Lithia Motors as of Q1 2026.

Based on Wilmington Savings Fund Society's 13F filing for Q1 2026, filed 30 Apr 2026.