LWM
QQQ icon

Laidlaw Wealth Management’s Invesco QQQ Trust QQQ Stock Holding History

Laidlaw Wealth Management’s Portfolio QQQ Stock Details QQQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.44M Buy
2,493
+57
+2% +$34.6K 4.99% 4
2025
Q4 		$1.5M Buy
2,436
+93
+4% +$57.1K 4.63% 6
2025
Q3 		$1.41M Buy
+2,343
New +$1.34M 3.35% 7
2025
Q2 		– Sell
-1,352
Closed -$634K – 61
2025
Q1 		$634K Sell
1,352
-2,502
-65% -$1.27M 1.87% 17
2024
Q4 		$1.97M Sell
3,854
-98
-2% -$49.6K 0.86% 32
2024
Q3 		$1.93M Buy
3,952
+723
+22% +$342K 0.95% 26
2024
Q2 		$1.55M Sell
3,229
-1,041
-24% -$468K 0.85% 33
2024
Q1 		$1.9M Sell
4,270
-1,503
-26% -$644K 1.06% 24
2023
Q4 		$2.36M Sell
5,773
-849
-13% -$322K 0.86% 27
2023
Q3 		$2.37M Sell
6,622
-4,366
-40% -$1.62M 0.78% 31
2023
Q2 		$4.06M Buy
10,988
+223
+2% +$75.1K 0.79% 28
2023
Q1 		$3.45M Buy
10,765
+2,406
+29% +$710K 0.71% 30
2022
Q4 		$2.23M Buy
8,359
+574
+7% +$159K 0.48% 56
2022
Q3 		$2.08M Sell
7,785
-587
-7% -$177K 0.49% 56
2022
Q2 		$2.35M Sell
8,372
-660
-7% -$205K 0.48% 63
2022
Q1 		$3.27M Sell
9,032
-4,260
-32% -$1.51M 0.55% 44
2021
Q4 		$5.29M Buy
+13,292
New +$5.13M 0.85% 23
2020
Q4 		– Sell
-6,364
Closed -$1.77M – 357
2020
Q3 		$1.77M Buy
+6,364
New +$1.73M 0.79% 37
2020
Q2 		– Sell
-6,004
Closed -$1.14M – 187
2020
Q1 		$1.14M Buy
6,004
+4,326
+258% +$916K 0.75% 46
2019
Q4 		$357K Buy
+1,678
New +$336K 0.23% 114

Other funds holding QQQ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Laidlaw Wealth Management increased its Invesco QQQ Trust (QQQ) stake by 2.3% in Q1 2026, buying an estimated $34.6K and bringing the position to 2,493 shares worth $1.44M. The position accounts for 4.99% of the portfolio, ranked #4.

Laidlaw Wealth Management first reported a position in QQQ in Q4 2019 and has held it in 20 quarters since. The position peaked at $5.29M in Q4 2021. 3,824 funds tracked by Wall St. Rank hold QQQ as of Q1 2026.

  • Laidlaw Wealth Management held 2,493 shares of Invesco QQQ Trust worth $1.44M as of Q1 2026.
  • Laidlaw Wealth Management bought 57 Invesco QQQ Trust shares in Q1 2026, an estimated $34.6K.
  • Invesco QQQ Trust made up 4.99% of Laidlaw Wealth Management's portfolio in Q1 2026, its #4 holding.
  • Laidlaw Wealth Management first reported a position in Invesco QQQ Trust in Q4 2019 and has held it in 20 quarters since.
  • Laidlaw Wealth Management's Invesco QQQ Trust position peaked at $5.29M in Q4 2021.
  • 3,824 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q1 2026.

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