Caldwell Trust
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Caldwell Trust’s Lamar Advertising Co LAMR Stock Holding History

Caldwell Trust’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 		$2.31K Hold
16
– – ﹤0.01% 765
2026
Q2 		$2.5K Hold
16
– – ﹤0.01% 758
2026
Q1 		$2.03K Buy
+16
New +$2.1K ﹤0.01% 758
2025
Q4 		– Sell
-400
Closed -$49K – 778
2025
Q3 		$49K Hold
400
– – ﹤0.01% 479
2025
Q2 		$48.5K Buy
+400
New +$46.4K ﹤0.01% 471

Other funds holding LAMR

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Hamlin Capital Management
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Egerton Capital (UK)
Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Miller Howard Investments
Miller Howard Investments Kingston, New York $3.72B AUM 18.2% 1-Year Est. Return
Anchor Capital Advisors
Anchor Capital Advisors Boston, Massachusetts $3.21B AUM 13.78% 1-Year Est. Return
Boston Trust Walden
Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return

Caldwell Trust's LAMR Position: Q3 2026 in Review

Caldwell Trust held its Lamar Advertising Co (LAMR) position steady in Q3 2026 at 16 shares worth $2.31K. The position accounts for ﹤0.01% of the portfolio, ranked #765.

Caldwell Trust first reported a position in LAMR in Q2 2025 and has held it in 5 quarters since. The position peaked at $49K in Q3 2025. 375 funds tracked by Wall St. Rank hold LAMR as of Q3 2026.

  • Caldwell Trust held 16 shares of Lamar Advertising Co worth $2.31K as of Q3 2026.
  • Caldwell Trust left its Lamar Advertising Co share count unchanged in Q3 2026.
  • Lamar Advertising Co made up ﹤0.01% of Caldwell Trust's portfolio in Q3 2026, its #765 holding.
  • Caldwell Trust first reported a position in Lamar Advertising Co in Q2 2025 and has held it in 5 quarters since.
  • Caldwell Trust's Lamar Advertising Co position peaked at $49K in Q3 2025.
  • 375 funds tracked by Wall St. Rank held Lamar Advertising Co as of Q3 2026.

Based on Caldwell Trust's 13F filing for Q3 2026, filed 30 Oct 2026.