Select Equity Group’s Lamar Advertising Co LAMR Stock Holding History

Select Equity Group’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	$21.9M	Sell	140,364 -331,215	-70%	-$47.9M	0.11%	106
2026 Q1	$59.7M	Buy	471,579 +116,993	+33%	+$15.3M	0.31%	65
2025 Q4	$44.9M	Buy	354,586 +167,956	+90%	+$21M	0.19%	75
2025 Q3	$22.8M	Buy	186,630 +98,545	+112%	+$12.2M	0.09%	104
2025 Q2	$10.7M	Sell	88,085 -202,439	-70%	-$23.5M	0.04%	116
2025 Q1	$33.1M	Sell	290,524 -8,329	-3%	-$1.01M	0.14%	84
2024 Q4	$36.4M	Sell	298,853 -16,884	-5%	-$2.21M	0.14%	83
2024 Q3	$42.2M	Sell	315,737 -377,637	-54%	-$46.1M	0.15%	86
2024 Q2	$82.9M	Sell	693,374 -414,823	-37%	-$48.3M	0.33%	64
2024 Q1	$132M	Sell	1,108,197 -396,008	-26%	-$43.4M	0.47%	52
2023 Q4	$160M	Sell	1,504,205 -88,706	-6%	-$8.34M	0.57%	47
2023 Q3	$133M	Buy	1,592,911 +151,454	+11%	+$13.9M	0.54%	46
2023 Q2	$143M	Sell	1,441,457 -61,772	-4%	-$5.99M	0.53%	50
2023 Q1	$150M	Sell	1,503,229 -98,779	-6%	-$10M	0.53%	46
2022 Q4	$151M	Buy	1,602,008 +17,046	+1%	+$1.58M	0.57%	45
2022 Q3	$131M	Buy	1,584,962 +86,501	+6%	+$8.24M	0.46%	50
2022 Q2	$132M	Buy	1,498,461 +674,511	+82%	+$68.4M	0.42%	59
2022 Q1	$95.7M	Buy	823,950 +390,237	+90%	+$43.5M	0.31%	64
2021 Q4	$52.6M	Sell	433,713 -57,328	-12%	-$6.68M	0.14%	82
2021 Q3	$55.7M	Sell	491,041 -101,870	-17%	-$11.2M	0.19%	72
2021 Q2	$61.9M	Sell	592,911 -341,036	-37%	-$34.7M	0.21%	69
2021 Q1	$87.7M	Buy	933,947 +44,518	+5%	+$3.92M	0.32%	61
2020 Q4	$74M	Sell	889,429 -586,002	-40%	-$43.8M	0.3%	62
2020 Q3	$97.6M	Buy	1,475,431 +239,165	+19%	+$15.9M	0.48%	49
2020 Q2	$82.5M	Buy	1,236,266 +967,116	+359%	+$59.1M	0.47%	49
2020 Q1	$13.8M	Buy	+269,150	New	+$21.7M	0.1%	91

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

Select Equity Group's LAMR Position: Q2 2026 in Review

Select Equity Group reduced its Lamar Advertising Co (LAMR) stake by 70% in Q2 2026, selling an estimated $47.9M and leaving 140,364 shares worth $21.9M. The position accounts for 0.11% of the portfolio, ranked #106.

Select Equity Group first reported a position in LAMR in Q1 2020 and has held it in 26 quarters since. The position peaked at $160M in Q4 2023. 778 funds tracked by Wall St. Rank hold LAMR as of Q2 2026.

Select Equity Group held 140,364 shares of Lamar Advertising Co worth $21.9M as of Q2 2026.
Select Equity Group sold 331,215 Lamar Advertising Co shares in Q2 2026, an estimated $47.9M.
Lamar Advertising Co made up 0.11% of Select Equity Group's portfolio in Q2 2026, its #106 holding.
Select Equity Group first reported a position in Lamar Advertising Co in Q1 2020 and has held it in 26 quarters since.
Select Equity Group's Lamar Advertising Co position peaked at $160M in Q4 2023.
778 funds tracked by Wall St. Rank held Lamar Advertising Co as of Q2 2026.

Based on Select Equity Group's 13F filing for Q2 2026, filed 14 Aug 2026.