LWM
CASY icon

Laidlaw Wealth Management’s Casey's General Stores CASY Stock Holding History

Laidlaw Wealth Management’s Portfolio CASY Stock Details CASY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$619K Sell
851
-193
-18% -$126K 2.15% 13
2025
Q4 		$577K Hold
1,044
– – 1.79% 18
2025
Q3 		$590K Sell
1,044
-12
-1% -$6.28K 1.41% 26
2025
Q2 		$539K Sell
1,056
-58
-5% -$26.7K 1.55% 24
2025
Q1 		$484K Buy
1,114
+51
+5% +$20.9K 1.42% 21
2024
Q4 		$421K Buy
1,063
+32
+3% +$12.9K 0.18% 124
2024
Q3 		$387K Buy
1,031
+147
+17% +$55K 0.19% 121
2024
Q2 		$337K Sell
884
-166
-16% -$55.4K 0.19% 123
2024
Q1 		$334K Buy
+1,050
New +$307K 0.19% 126

Other funds holding CASY

BlackRock
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Laidlaw Wealth Management's CASY Position: Q1 2026 in Review

Laidlaw Wealth Management reduced its Casey's General Stores (CASY) stake by 18% in Q1 2026, selling an estimated $126K and leaving 851 shares worth $619K. The position accounts for 2.15% of the portfolio, ranked #13.

Laidlaw Wealth Management first reported a position in CASY in Q1 2024 and has held it in 9 quarters since. 957 funds tracked by Wall St. Rank hold CASY as of Q1 2026.

  • Laidlaw Wealth Management held 851 shares of Casey's General Stores worth $619K as of Q1 2026.
  • Laidlaw Wealth Management sold 193 Casey's General Stores shares in Q1 2026, an estimated $126K.
  • Casey's General Stores made up 2.15% of Laidlaw Wealth Management's portfolio in Q1 2026, its #13 holding.
  • Laidlaw Wealth Management first reported a position in Casey's General Stores in Q1 2024 and has held it in 9 quarters since.
  • 957 funds tracked by Wall St. Rank held Casey's General Stores as of Q1 2026.

Based on Laidlaw Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.