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Adelante Capital Management’s Lamar Advertising Co LAMR Stock Holding History

Adelante 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
Q1 		$6.62M Buy
52,290
+3,639
+7% +$477K 0.45% 34
2025
Q4 		$6.16M Buy
48,651
+826
+2% +$103K 0.41% 36
2025
Q3 		$5.86M Buy
47,825
+5,236
+12% +$650K 0.39% 38
2025
Q2 		$5.17M Sell
42,589
-12,198
-22% -$1.42M 0.38% 39
2025
Q1 		$6.23M Sell
54,787
-4,976
-8% -$606K 0.47% 37
2024
Q4 		$7.28M Buy
59,763
+6,084
+11% +$795K 0.48% 32
2024
Q3 		$7.17M Sell
53,679
-13,504
-20% -$1.65M 0.46% 31
2024
Q2 		$8.03M Buy
67,183
+2,126
+3% +$247K 0.63% 27
2024
Q1 		$7.77M Buy
65,057
+4,940
+8% +$542K 0.51% 31
2023
Q4 		$6.39M Buy
60,117
+5,091
+9% +$479K 0.44% 32
2023
Q3 		$4.59M Sell
55,026
-2,854
-5% -$262K 0.37% 34
2023
Q2 		$5.75M Sell
57,880
-33,030
-36% -$3.21M 0.51% 31
2023
Q1 		$9.08M Sell
90,910
-7,600
-8% -$772K 0.79% 29
2022
Q4 		$9.3M Buy
98,510
+1,610
+2% +$149K 0.78% 28
2022
Q3 		$7.99M Sell
96,900
-160
-0.2% -$15.2K 0.6% 29
2022
Q2 		$8.54M Buy
97,060
+2,350
+2% +$238K 0.51% 32
2022
Q1 		$11M Buy
94,710
+1,070
+1% +$119K 0.55% 32
2021
Q4 		$11.4M Buy
93,640
+3,675
+4% +$428K 0.5% 33
2021
Q3 		$10.2M Buy
89,965
+1,875
+2% +$205K 0.52% 33
2021
Q2 		$9.2M Buy
+88,090
New +$8.96M 0.49% 35

Other funds holding LAMR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Adelante Capital Management's LAMR Position: Q1 2026 in Review

Adelante Capital Management increased its Lamar Advertising Co (LAMR) stake by 7.5% in Q1 2026, buying an estimated $477K and bringing the position to 52,290 shares worth $6.62M. The position accounts for 0.45% of the portfolio, ranked #34.

Adelante Capital Management first reported a position in LAMR in Q2 2021 and has held it in 20 quarters since. The position peaked at $11.4M in Q4 2021. 691 funds tracked by Wall St. Rank hold LAMR as of Q1 2026.

  • Adelante Capital Management held 52,290 shares of Lamar Advertising Co worth $6.62M as of Q1 2026.
  • Adelante Capital Management bought 3,639 Lamar Advertising Co shares in Q1 2026, an estimated $477K.
  • Lamar Advertising Co made up 0.45% of Adelante Capital Management's portfolio in Q1 2026, its #34 holding.
  • Adelante Capital Management first reported a position in Lamar Advertising Co in Q2 2021 and has held it in 20 quarters since.
  • Adelante Capital Management's Lamar Advertising Co position peaked at $11.4M in Q4 2021.
  • 691 funds tracked by Wall St. Rank held Lamar Advertising Co as of Q1 2026.

Based on Adelante Capital Management's 13F filing for Q1 2026, filed 18 May 2026.