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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
Q3 		$1.36M Buy
9,422
+1,247
+15% +$192K 0.54% 44
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

HCM
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
BFA
Benedict Financial Advisors Atlanta, Georgia $504M AUM 20.67% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
PDN
Pensionfund DSM Netherlands Sittard, Netherlands $170M AUM 7.16% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
FFAS
FIG Financial Advisory Services Oklahoma City, Oklahoma $165M AUM 16.79% 1-Year Est. Return
PS
Pensionfund Sabic Sittard, Netherlands $82.9M AUM 10.69% 1-Year Est. Return
HAG
HF Advisory Group Annapolis, Maryland $336M AUM 14.9% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

Applied Capital LLC's LAMR Position: Q3 2026 in Review

Applied Capital LLC increased its Lamar Advertising Co (LAMR) stake by 15% in Q3 2026, buying an estimated $192K and bringing the position to 9,422 shares worth $1.36M. The position accounts for 0.54% of the portfolio, ranked #44.

Applied Capital LLC first reported a position in LAMR in Q1 2026 and has held it in 3 quarters since. 26 funds tracked by Wall St. Rank hold LAMR as of Q3 2026.

  • Applied Capital LLC held 9,422 shares of Lamar Advertising Co worth $1.36M as of Q3 2026.
  • Applied Capital LLC bought 1,247 Lamar Advertising Co shares in Q3 2026, an estimated $192K.
  • Lamar Advertising Co made up 0.54% of Applied Capital LLC's portfolio in Q3 2026, its #44 holding.
  • Applied Capital LLC first reported a position in Lamar Advertising Co in Q1 2026 and has held it in 3 quarters since.
  • 26 funds tracked by Wall St. Rank held Lamar Advertising Co as of Q3 2026.

Based on Applied Capital LLC's 13F filing for Q3 2026, filed 7 Oct 2026.