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Osterweis Capital Management’s Lamar Advertising Co LAMR Stock Holding History

Osterweis Capital Management’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 		$30.8M Sell
197,476
-3,760
-2% -$544K 1.45% 25
2026
Q1 		$25.5M Sell
201,236
-54,562
-21% -$7.15M 1.31% 32
2025
Q4 		$32.4M Sell
255,798
-8,693
-3% -$1.09M 1.37% 27
2025
Q3 		$32.4M Buy
264,491
+168
+0.1% +$20.9K 1.46% 25
2025
Q2 		$32.1M Buy
264,323
+59,646
+29% +$6.92M 1.53% 27
2025
Q1 		$23.3M Buy
204,677
+3,623
+2% +$441K 1.15% 33
2024
Q4 		$24.5M Buy
201,054
+1,675
+0.8% +$219K 1.14% 33
2024
Q3 		$26.6M Sell
199,379
-61,070
-23% -$7.46M 1.35% 28
2024
Q2 		$31.1M Buy
260,449
+686
+0.3% +$79.8K 1.61% 21
2024
Q1 		$31M Sell
259,763
-52,021
-17% -$5.7M 1.82% 22
2023
Q4 		$33.1M Sell
311,784
-2,163
-0.7% -$203K 2.1% 14
2023
Q3 		$26.2M Buy
313,947
+116,067
+59% +$10.7M 1.92% 21
2023
Q2 		$19.6M Buy
197,880
+9,650
+5% +$936K 1.3% 30
2023
Q1 		$18.8M Sell
188,230
-4,095
-2% -$416K 1.28% 31
2022
Q4 		$18.2M Buy
192,325
+8,825
+5% +$817K 1.32% 29
2022
Q3 		$15.1M Buy
183,500
+3,772
+2% +$359K 1.14% 33
2022
Q2 		$15.8M Buy
+179,728
New +$18.2M 1.18% 28

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

Osterweis Capital Management's LAMR Position: Q2 2026 in Review

Osterweis Capital Management reduced its Lamar Advertising Co (LAMR) stake by 1.9% in Q2 2026, selling an estimated $544K and leaving 197,476 shares worth $30.8M. The position accounts for 1.45% of the portfolio, ranked #25.

Osterweis Capital Management first reported a position in LAMR in Q2 2022 and has held it in 17 quarters since. The position peaked at $33.1M in Q4 2023. 778 funds tracked by Wall St. Rank hold LAMR as of Q2 2026.

  • Osterweis Capital Management held 197,476 shares of Lamar Advertising Co worth $30.8M as of Q2 2026.
  • Osterweis Capital Management sold 3,760 Lamar Advertising Co shares in Q2 2026, an estimated $544K.
  • Lamar Advertising Co made up 1.45% of Osterweis Capital Management's portfolio in Q2 2026, its #25 holding.
  • Osterweis Capital Management first reported a position in Lamar Advertising Co in Q2 2022 and has held it in 17 quarters since.
  • Osterweis Capital Management's Lamar Advertising Co position peaked at $33.1M in Q4 2023.
  • 778 funds tracked by Wall St. Rank held Lamar Advertising Co as of Q2 2026.

Based on Osterweis Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.