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Applied Capital LLC’s Lamar Advertising Co LAMR Stock Holding History

Applied Capital LLC’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 		$1.28M Buy
8,175
+6,503
+389% +$940K 0.52% 48
2026
Q1 		$212K Buy
+1,672
New +$219K 0.1% 90

Other funds holding LAMR

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Applied Capital LLC's LAMR Position: Q2 2026 in Review

Applied Capital LLC increased its Lamar Advertising Co (LAMR) stake by 389% in Q2 2026, buying an estimated $940K and bringing the position to 8,175 shares worth $1.28M. The position accounts for 0.52% of the portfolio, ranked #48.

Applied Capital LLC first reported a position in LAMR in Q1 2026 and has held it in 2 quarters since. 773 funds tracked by Wall St. Rank hold LAMR as of Q2 2026.

  • Applied Capital LLC held 8,175 shares of Lamar Advertising Co worth $1.28M as of Q2 2026.
  • Applied Capital LLC bought 6,503 Lamar Advertising Co shares in Q2 2026, an estimated $940K.
  • Lamar Advertising Co made up 0.52% of Applied Capital LLC's portfolio in Q2 2026, its #48 holding.
  • Applied Capital LLC first reported a position in Lamar Advertising Co in Q1 2026 and has held it in 2 quarters since.
  • 773 funds tracked by Wall St. Rank held Lamar Advertising Co as of Q2 2026.

Based on Applied Capital LLC's 13F filing for Q2 2026, filed 15 Jul 2026.