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John Armitage’s Lamar Advertising Co LAMR Stock Holding History

John Armitage’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 		$170M Buy
1,090,619
+1,875
+0.2% +$271K 1.64% 17
2026
Q1 		$138M Buy
1,088,744
+366,661
+51% +$48M 1.53% 20
2025
Q4 		$91.4M Sell
722,083
-1,774
-0.2% -$222K 0.99% 22
2025
Q3 		$88.6M Buy
+723,857
New +$89.9M 0.93% 23

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

John Armitage's LAMR Position: Q2 2026 in Review

John Armitage increased its Lamar Advertising Co (LAMR) stake by 0.17% in Q2 2026, buying an estimated $271K and bringing the position to 1,090,619 shares worth $170M. The position accounts for 1.64% of the portfolio, ranked #17.

John Armitage first reported a position in LAMR in Q3 2025 and has held it in 4 quarters since. 773 funds tracked by Wall St. Rank hold LAMR as of Q2 2026.

  • John Armitage held 1,090,619 shares of Lamar Advertising Co worth $170M as of Q2 2026.
  • John Armitage bought 1,875 Lamar Advertising Co shares in Q2 2026, an estimated $271K.
  • Lamar Advertising Co made up 1.64% of John Armitage's portfolio in Q2 2026, its #17 holding.
  • John Armitage first reported a position in Lamar Advertising Co in Q3 2025 and has held it in 4 quarters since.
  • 773 funds tracked by Wall St. Rank held Lamar Advertising Co as of Q2 2026.

Based on Egerton Capital (UK)'s 13F filing for Q2 2026, filed 21 Jul 2026.