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BOLTON SECURITIES CORPORATION’s Lithia Motors LAD Stock Holding History

BOLTON SECURITIES CORPORATION’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
Q3 		$378K Sell
1,296
-11
-0.8% -$3.83K 0.01% 685
2026
Q2 		$380K Sell
1,307
-43
-3% -$12.2K 0.01% 680
2026
Q1 		$337K Buy
+1,350
New +$401K 0.02% 650
2025
Q3 		$387K Buy
+1,225
New +$395K 0.02% 579
2025
Q1 		$334K Buy
+1,139
New +$388K 0.02% 577

Other funds holding LAD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
River Road Asset Management
River Road Asset Management Louisville, Kentucky $8.42B AUM 5.65% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bridges Investment Management
Bridges Investment Management Omaha, Nebraska $8.46B AUM 16.39% 1-Year Est. Return
Madison Asset Management
Madison Asset Management Madison, Wisconsin $8.05B AUM 13.78% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Life Cycle Investment Partners
Life Cycle Investment Partners London $23.6B AUM 38.44% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's LAD Position: Q3 2026 in Review

BOLTON SECURITIES CORPORATION reduced its Lithia Motors (LAD) stake by 0.84% in Q3 2026, selling an estimated $3.83K and leaving 1,296 shares worth $378K. The position accounts for 0.01% of the portfolio, ranked #685.

BOLTON SECURITIES CORPORATION first reported a position in LAD in Q1 2025 and has held it in 5 quarters since. The position peaked at $387K in Q3 2025. 298 funds tracked by Wall St. Rank hold LAD as of Q3 2026.

  • BOLTON SECURITIES CORPORATION held 1,296 shares of Lithia Motors worth $378K as of Q3 2026.
  • BOLTON SECURITIES CORPORATION sold 11 Lithia Motors shares in Q3 2026, an estimated $3.83K.
  • Lithia Motors made up 0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q3 2026, its #685 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in Lithia Motors in Q1 2025 and has held it in 5 quarters since.
  • BOLTON SECURITIES CORPORATION's Lithia Motors position peaked at $387K in Q3 2025.
  • 298 funds tracked by Wall St. Rank held Lithia Motors as of Q3 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q3 2026, filed 12 Nov 2026.