Heartwood Wealth Advisors’s Lamar Advertising Co LAMR Stock Holding History

Heartwood Wealth Advisors’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	$274K	Hold	1,904	–	–	0.02%	193
2026 Q2	$297K	Hold	1,904	–	–	0.02%	193
2026 Q1	$241K	Hold	1,904	–	–	0.02%	202
2025 Q4	$241K	Hold	1,904	–	–	0.02%	183
2025 Q3	$233K	Hold	1,904	–	–	0.02%	186
2025 Q2	$231K	Hold	1,904	–	–	0.02%	173
2025 Q1	$217K	Hold	1,904	–	–	0.02%	170
2024 Q4	$232K	Hold	1,904	–	–	0.03%	155
2024 Q3	$254K	Hold	1,904	–	–	0.03%	148
2024 Q2	$228K	Hold	1,904	–	–	0.03%	159
2024 Q1	$227K	Hold	1,904	–	–	0.03%	142
2023 Q4	$202K	Buy	+1,904	New	+$179K	0.03%	145

Other funds holding LAMR

HCM

Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

GHAM

Gilman Hill Asset Management New Canaan, Connecticut $718M AUM 15.3% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

BFA

Benedict Financial Advisors Atlanta, Georgia $504M AUM 20.67% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 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

Heartwood Wealth Advisors's LAMR Position: Q3 2026 in Review

Heartwood Wealth Advisors held its Lamar Advertising Co (LAMR) position steady in Q3 2026 at 1,904 shares worth $274K. The position accounts for 0.02% of the portfolio, ranked #193.

Heartwood Wealth Advisors first reported a position in LAMR in Q4 2023 and has held it in 12 quarters since. The position peaked at $297K in Q2 2026. 46 funds tracked by Wall St. Rank hold LAMR as of Q3 2026.

Heartwood Wealth Advisors held 1,904 shares of Lamar Advertising Co worth $274K as of Q3 2026.
Heartwood Wealth Advisors left its Lamar Advertising Co share count unchanged in Q3 2026.
Lamar Advertising Co made up 0.02% of Heartwood Wealth Advisors's portfolio in Q3 2026, its #193 holding.
Heartwood Wealth Advisors first reported a position in Lamar Advertising Co in Q4 2023 and has held it in 12 quarters since.
Heartwood Wealth Advisors's Lamar Advertising Co position peaked at $297K in Q2 2026.
46 funds tracked by Wall St. Rank held Lamar Advertising Co as of Q3 2026.

Based on Heartwood Wealth Advisors's 13F filing for Q3 2026, filed 5 Oct 2026.