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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
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

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

Caldwell Trust's LAMR Position: Q2 2026 in Review

Caldwell Trust held its Lamar Advertising Co (LAMR) position steady in Q2 2026 at 16 shares worth $2.5K. The position accounts for ﹤0.01% of the portfolio, ranked #758.

Caldwell Trust first reported a position in LAMR in Q2 2025 and has held it in 4 quarters since. The position peaked at $49K in Q3 2025. 780 funds tracked by Wall St. Rank hold LAMR as of Q2 2026.

  • Caldwell Trust held 16 shares of Lamar Advertising Co worth $2.5K as of Q2 2026.
  • Caldwell Trust left its Lamar Advertising Co share count unchanged in Q2 2026.
  • Lamar Advertising Co made up ﹤0.01% of Caldwell Trust's portfolio in Q2 2026, its #758 holding.
  • Caldwell Trust first reported a position in Lamar Advertising Co in Q2 2025 and has held it in 4 quarters since.
  • Caldwell Trust's Lamar Advertising Co position peaked at $49K in Q3 2025.
  • 780 funds tracked by Wall St. Rank held Lamar Advertising Co as of Q2 2026.

Based on Caldwell Trust's 13F filing for Q2 2026, filed 3 Aug 2026.