59 North Capital Management’s Lamar Advertising Co LAMR Stock Holding History

59 North Capital Management’s Portfolio LAMR Stock Details LAMR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-191,359	Closed	-$24.2M	–	21
2026 Q1	$24.2M	Sell	191,359 -400,128	-68%	-$52.4M	0.72%	16
2025 Q4	$74.9M	Hold	591,487	–	–	2.33%	12
2025 Q3	$72.4M	Hold	591,487	–	–	2.26%	13
2025 Q2	$71.8M	Hold	591,487	–	–	2.56%	12
2025 Q1	$67.3M	Buy	591,487 +53,615	+10%	+$6.53M	2.42%	14
2024 Q4	$65.5M	Sell	537,872 -127,901	-19%	-$16.7M	3.06%	12
2024 Q3	$88.9M	Sell	665,773 -89,629	-12%	-$10.9M	3.99%	13
2024 Q2	$90.3M	Buy	755,402 +422,516	+127%	+$49.2M	4.45%	12
2024 Q1	$39.7M	Sell	332,886 -25,257	-7%	-$2.77M	2.39%	14
2023 Q4	$38.1M	Buy	+358,143	New	+$33.7M	3.07%	13

Other funds holding LAMR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

59 North Capital Management's LAMR Position: Q2 2026 in Review

59 North Capital Management sold out of Lamar Advertising Co (LAMR) in Q2 2026, closing a stake of 191,359 shares — an estimated $24.2M sold.

59 North Capital Management first reported a position in LAMR in Q4 2023 and held it in 10 quarters. The position peaked at $90.3M in Q2 2024. 772 funds tracked by Wall St. Rank hold LAMR as of Q2 2026.

59 North Capital Management reported no remaining Lamar Advertising Co position as of Q2 2026 after selling out during the quarter.
59 North Capital Management sold 191,359 Lamar Advertising Co shares in Q2 2026, an estimated $24.2M.
59 North Capital Management first reported a position in Lamar Advertising Co in Q4 2023 and held it in 10 quarters.
59 North Capital Management's Lamar Advertising Co position peaked at $90.3M in Q2 2024.
772 funds tracked by Wall St. Rank held Lamar Advertising Co as of Q2 2026.

Based on 59 North Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.