Miller Howard Investments’s Lamar Advertising Co LAMR Stock Holding History

Miller Howard Investments’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 Q1	$59.3M	Buy	468,026 +152,833	+48%	+$20M	1.62%	21
2025 Q4	$39.9M	Sell	315,193 -4,275	-1%	-$535K	1.2%	37
2025 Q3	$39.1M	Buy	319,468 +118	+0%	+$14.7K	1.19%	39
2025 Q2	$38.8M	Buy	319,350 +1,322	+0.4%	+$153K	1.23%	36
2025 Q1	$36.2M	Sell	318,028 -4,396	-1%	-$535K	1.15%	36
2024 Q4	$39.3M	Sell	322,424 -4,434	-1%	-$580K	1.29%	30
2024 Q3	$43.7M	Sell	326,858 -5,175	-2%	-$632K	1.35%	31
2024 Q2	$39.7M	Sell	332,033 -55,369	-14%	-$6.44M	1.32%	32
2024 Q1	$46.3M	Sell	387,402 -3,072	-0.8%	-$337K	1.52%	29
2023 Q4	$41.5M	Buy	390,474 +22,778	+6%	+$2.14M	1.45%	29
2023 Q3	$30.7M	Sell	367,696 -36,202	-9%	-$3.32M	1.13%	36
2023 Q2	$40.1M	Sell	403,898 -30,968	-7%	-$3.01M	1.43%	30
2023 Q1	$43.4M	Buy	434,866 +30,791	+8%	+$3.13M	1.57%	28
2022 Q4	$38.1M	Sell	404,075 -13,025	-3%	-$1.21M	1.38%	30
2022 Q3	$34.4M	Buy	417,100 +312,957	+301%	+$29.8M	1.41%	31
2022 Q2	$9.16M	Buy	104,143 +49,143	+89%	+$4.99M	0.35%	57
2022 Q1	$6.39M	Buy	+55,000	New	+$6.14M	0.22%	78
2021 Q4	–	Sell	-33,000	Closed	-$3.74M	–	152
2021 Q3	$3.74M	Hold	33,000	–	–	0.15%	95
2021 Q2	$3.45M	Hold	33,000	–	–	0.14%	98
2021 Q1	$3.1M	Hold	33,000	–	–	0.13%	97
2020 Q4	$2.75M	Sell	33,000 -62,000	-65%	-$4.64M	0.13%	94
2020 Q3	$6.29M	Buy	95,000 +25,000	+36%	+$1.66M	0.33%	54
2020 Q2	$4.67M	Sell	70,000 -345,057	-83%	-$21.1M	0.23%	70
2020 Q1	$21.3M	Buy	415,057 +22,468	+6%	+$1.81M	1.09%	42
2019 Q4	$35M	Sell	392,589 -329,276	-46%	-$27.6M	1.1%	38
2019 Q3	$59.1M	Sell	721,865 -60,507	-8%	-$4.78M	1.84%	26
2019 Q2	$63.1M	Sell	782,372 -59,746	-7%	-$4.83M	1.85%	26
2019 Q1	$66.7M	Sell	842,118 -27,808	-3%	-$2.1M	1.84%	24
2018 Q4	$60.2M	Sell	869,926 -52,101	-6%	-$3.83M	1.76%	19
2018 Q3	$71.7M	Sell	922,027 -33,721	-4%	-$2.51M	1.73%	22
2018 Q2	$65.3M	Sell	955,748 -29,667	-3%	-$1.99M	1.57%	25
2018 Q1	$62.7M	Sell	985,415 -31,121	-3%	-$2.14M	1.48%	35
2017 Q4	$75.5M	Sell	1,016,536 -73,806	-7%	-$5.38M	1.64%	23
2017 Q3	$74.7M	Sell	1,090,342 -20,407	-2%	-$1.38M	1.54%	22
2017 Q2	$81.7M	Buy	1,110,749 +250,608	+29%	+$18M	1.63%	17
2017 Q1	$64.3M	Sell	860,141 -146,073	-15%	-$11M	1.24%	33
2016 Q4	$67.7M	Sell	1,006,214 -44,032	-4%	-$2.85M	1.3%	32
2016 Q3	$68.6M	Sell	1,050,246 -65,677	-6%	-$4.25M	1.26%	31
2016 Q2	$74M	Sell	1,115,923 -374,118	-25%	-$23.6M	1.33%	27
2016 Q1	$91.6M	Sell	1,490,041 -990,740	-40%	-$56.5M	1.7%	23
2015 Q4	$149M	Sell	2,480,781 -178,895	-7%	-$10.3M	2.67%	7
2015 Q3	$139M	Sell	2,659,676 -92,480	-3%	-$5.17M	2.3%	9
2015 Q2	$158M	Buy	2,752,156 +431,267	+19%	+$25.7M	2.13%	12
2015 Q1	$138M	Buy	2,320,889 +46,906	+2%	+$2.68M	2.08%	10
2014 Q4	$122M	Buy	2,273,983 +936,957	+70%	+$48.4M	1.88%	12
2014 Q3	$65.8M	Buy	+1,337,026	New	+$68.9M	1.02%	32

Other funds holding LAMR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Miller Howard Investments's LAMR Position: Q1 2026 in Review

Miller Howard Investments increased its Lamar Advertising Co (LAMR) stake by 48% in Q1 2026, buying an estimated $20M and bringing the position to 468,026 shares worth $59.3M. The position accounts for 1.62% of the portfolio, ranked #21.

Miller Howard Investments first reported a position in LAMR in Q3 2014 and has held it in 46 quarters since. The position peaked at $158M in Q2 2015. 689 funds tracked by Wall St. Rank hold LAMR as of Q1 2026.

Miller Howard Investments held 468,026 shares of Lamar Advertising Co worth $59.3M as of Q1 2026.
Miller Howard Investments bought 152,833 Lamar Advertising Co shares in Q1 2026, an estimated $20M.
Lamar Advertising Co made up 1.62% of Miller Howard Investments's portfolio in Q1 2026, its #21 holding.
Miller Howard Investments first reported a position in Lamar Advertising Co in Q3 2014 and has held it in 46 quarters since.
Miller Howard Investments's Lamar Advertising Co position peaked at $158M in Q2 2015.
689 funds tracked by Wall St. Rank held Lamar Advertising Co as of Q1 2026.

Based on Miller Howard Investments's 13F filing for Q1 2026, filed 20 Apr 2026.