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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
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

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

Heartwood Wealth Advisors's LAMR Position: Q2 2026 in Review

Heartwood Wealth Advisors held its Lamar Advertising Co (LAMR) position steady in Q2 2026 at 1,904 shares worth $297K. 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 11 quarters since. 774 funds tracked by Wall St. Rank hold LAMR as of Q2 2026.

  • Heartwood Wealth Advisors held 1,904 shares of Lamar Advertising Co worth $297K as of Q2 2026.
  • Heartwood Wealth Advisors left its Lamar Advertising Co share count unchanged in Q2 2026.
  • Lamar Advertising Co made up 0.02% of Heartwood Wealth Advisors's portfolio in Q2 2026, its #193 holding.
  • Heartwood Wealth Advisors first reported a position in Lamar Advertising Co in Q4 2023 and has held it in 11 quarters since.
  • 774 funds tracked by Wall St. Rank held Lamar Advertising Co as of Q2 2026.

Based on Heartwood Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.