John Overdeck’s Lamar Advertising Co LAMR Stock Holding History

John Overdeck’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
2022 Q1	–	Sell	-1,900	Closed	-$230K	–	3550
2021 Q4	$230K	Buy	+1,900	New	+$221K	﹤0.01%	3826
2021 Q3	–	Sell	-3,000	Closed	-$313K	–	4493
2021 Q2	$313K	Buy	+3,000	New	+$305K	﹤0.01%	3473
2018 Q3	–	Sell	-18,900	Closed	-$1.29M	–	3405
2018 Q2	$1.29M	Buy	18,900 +14,900	+373%	+$999K	﹤0.01%	1955
2018 Q1	$255K	Sell	4,000 -1,000	-20%	-$68.8K	﹤0.01%	2860
2017 Q4	$371K	Buy	+5,000	New	+$365K	﹤0.01%	2626

Other funds holding LAMR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

John Overdeck's LAMR Position: Q2 2026 in Review

John Overdeck reduced its Lamar Advertising Co (LAMR) stake by 44% in Q2 2026, selling an estimated $20.3M and leaving 176,973 shares worth $27.6M. The position accounts for 0.02% of the portfolio, ranked #855.

John Overdeck first reported a position in LAMR in Q2 2013 and has held it in 25 quarters since. The position peaked at $40.2M in Q1 2026. 773 funds tracked by Wall St. Rank hold LAMR as of Q2 2026.

John Overdeck held 176,973 shares of Lamar Advertising Co worth $27.6M as of Q2 2026.
John Overdeck sold 140,370 Lamar Advertising Co shares in Q2 2026, an estimated $20.3M.
Lamar Advertising Co made up 0.02% of John Overdeck's portfolio in Q2 2026, its #855 holding.
John Overdeck first reported a position in Lamar Advertising Co in Q2 2013 and has held it in 25 quarters since.
John Overdeck's Lamar Advertising Co position peaked at $40.2M in Q1 2026.
773 funds tracked by Wall St. Rank held Lamar Advertising Co as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.