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

Smith Salley 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	$22.3M	Buy	30,657 +287	+0.9%	+$187K	1.12%	28
2025 Q4	$16.8M	Sell	30,370 -282	-0.9%	-$155K	0.83%	35
2025 Q3	$17.3M	Sell	30,652 -4	-0%	-$2.09K	0.89%	36
2025 Q2	$15.6M	Buy	30,656 +621	+2%	+$286K	0.91%	36
2025 Q1	$13M	Buy	30,035 +252	+0.8%	+$103K	0.85%	38
2024 Q4	$11.8M	Buy	29,783 +548	+2%	+$221K	0.76%	39
2024 Q3	$11M	Buy	29,235 +1,278	+5%	+$478K	0.72%	44
2024 Q2	$10.7M	Buy	27,957 +2,157	+8%	+$720K	0.77%	39
2024 Q1	$8.22M	Buy	+25,800	New	+$7.54M	0.64%	47

Other funds holding CASY

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Smith Salley Wealth Management's CASY Position: Q1 2026 in Review

Smith Salley Wealth Management increased its Casey's General Stores (CASY) stake by 0.95% in Q1 2026, buying an estimated $187K and bringing the position to 30,657 shares worth $22.3M. The position accounts for 1.12% of the portfolio, ranked #28.

Smith Salley 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.

Smith Salley Wealth Management held 30,657 shares of Casey's General Stores worth $22.3M as of Q1 2026.
Smith Salley Wealth Management bought 287 Casey's General Stores shares in Q1 2026, an estimated $187K.
Casey's General Stores made up 1.12% of Smith Salley Wealth Management's portfolio in Q1 2026, its #28 holding.
Smith Salley 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 Smith Salley Wealth Management's 13F filing for Q1 2026, filed 16 Apr 2026.