Laurel M. Lee (R-FL-15), a current Republican member of the House, has disclosed 23 trades since 2023: 10 purchases worth about $1.25M and 12 sales worth about $403.51K, in 12 stocks. Most traded: AAPL, NOK, HURA. As a portfolio, their stock holdings and trades returned +52.6% from Jul 2024, against +35.5% for the S&P 500. Trades took a median 33 days to be disclosed; 6 came late.
Laurel M. Lee’s disclosed stock holdings and trades run as one portfolio, against the S&P 500: what $10,000 would have grown to. Since July 2024: +52.6%, against +35.5% for SPY; the largest fall on the way was -24.6%.
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Laurel M. Lee | Nov 2025 | +15.1% | +10.1% | +5.0% | – | -11.1% | 0.84 | 0.73 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Laurel M. Lee | Jul 2024 | +52.6% | +35.5% | +17.2% | +20.0% | -24.6% | 0.98 | 0.88 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Laurel M. Lee | Jul 2024 | +52.6% | +35.5% | +17.2% | +20.0% | -24.6% | 0.98 | 0.88 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Laurel M. Lee | Jan 2026 | +15.2% | +10.1% | +5.1% | – | -9.1% | 0.95 | 0.75 |
| Portfolio | Since | Return | S&P 500 | Difference | CAGR | Max Drawdown | Sharpe | Beta |
|---|---|---|---|---|---|---|---|---|
| Laurel M. Lee | Jul 2024 | +52.6% | +35.5% | +17.2% | +20.0% | -24.6% | 0.98 | 0.88 |
How it is built. On each annual financial disclosure’s filing date the book is reset to the stocks the report lists, at the midpoints of their value ranges. Between reports, each disclosed purchase buys the midpoint of its range at the trade-date close and each sale sells its midpoint. Options count as their underlying stock at their reported value. Returns are time-weighted on split-adjusted prices without dividends, for SPY as well. ETFs, funds, bonds and private holdings are not modelled, and a former member’s record ends with their last term.
| Stock | Sector | Held (est.) | Weight | Return Held | Trades | Buys | Sells | Bought (est.) | Sold (est.) | Buys vs SPY | Last Traded |
|---|---|---|---|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Technology | $3.32M | 66.3% | +10.8% | 4 | 3 | 1 | $97.50K | $32.50K | +17.0% | Oct 7, 2024 |
| BACBank Of America Corp /De/ | Financial Services | $294.53K | 5.9% | -22.7% | 2 | 0 | 2 | $0.00 | $83.00K | – | Aug 24, 2026 |
| GEGeneral Electric Co | Industrials | $181.70K | 3.6% | -12.4% | 1 | 0 | 1 | $0.00 | $8.00K | – | Jun 16, 2026 |
| JPMJpmorgan Chase & Co | Financial Services | $140.76K | 2.8% | -6.2% | 1 | 1 | 0 | $75.00K | $0.00 | +28.7% | Sep 10, 2024 |
| NOKNokia Corp | Technology | $51.09K | 1.0% | -21.4% | 4 | 0 | 4 | $0.00 | $56.50K | – | Jul 6, 2026 |
| PFEPfizer Inc | Healthcare | $46.41K | 0.9% | +14.6% | 1 | 1 | 0 | $32.50K | $0.00 | -22.7% | Oct 21, 2024 |
| HURATuHURA Biosciences, Inc./NV | Healthcare | $30.29K | 0.6% | -25.2% | 3 | 2 | 0 | $83.00K | $0.00 | -60.3% | Jul 13, 2025 |
| BABAAlibaba Group Holding Ltd | Technology | $27.01K | 0.5% | -16.9% | 1 | 0 | 1 | $0.00 | $175.00K | – | Dec 29, 2023 |
| GEVGE Vernova Inc. | Industrials | $26.71K | 0.5% | -17.8% | 1 | 0 | 1 | $0.00 | $32.50K | – | Nov 8, 2024 |
| NOKBFNokia Corp | Technology | $25.81K | 0.5% | -20.6% | 1 | 1 | 0 | $32.50K | $0.00 | -19.3% | Sep 18, 2026 |
| WBDWarner Bros. Discovery, Inc. | Communication Services | $8.93K | 0.2% | +11.6% | 1 | 0 | 1 | $0.00 | $8.00K | – | Nov 29, 2024 |
| NVONovo Nordisk A S | Healthcare | Closed | – | – | 1 | 0 | 1 | $0.00 | $8.00K | – | May 8, 2025 |
Estimates. Held positions are rebuilt from the disclosed trades since 2012 (purchases at the midpoint of their range, less sales) and valued at the last close. Shares bought before 2012, received outside a trade or held in options are not included.
Trades by the month they were made: purchases above the line, sales below.
| Owner | Type | Filing | |||||||
|---|---|---|---|---|---|---|---|---|---|
| BACBank of America Corporation Common Stock | Spouse | Sell | $50K–$100K | Aug 24, 2026 | Oct 16, 2026 | 53d late | -20.5% | -19.0% | |
| NOKBFNOKIA A SHS | Spouse | Buy | $15K–$50K | Sep 18, 2026 | Oct 16, 2026 | 28d | -20.6% | -19.3% | |
| BACBank of America Corporation Common StockOption | Spouse | Sell (Partial) | $1K–$15K | Jun 2, 2026 | Jul 19, 2026 | 47d late | – | – | |
| GEGE Aerospace Common StockOption | Spouse | Sell | $1K–$15K | Jun 16, 2026 | Jul 19, 2026 | 33d | – | – | |
| NOKNokia Corporation Sponsored American Depositary SharesOption | Spouse | Sell | $1K–$15K | Jul 6, 2026 | Jul 19, 2026 | 13d | – | – | |
| NOKNokia Corporation Sponsored American Depositary SharesOption | Spouse | Sell | $1K–$15K | Jul 6, 2026 | Jul 19, 2026 | 13d | – | – | |
| NOKNokia Corporation Sponsored American Depositary Shares | Spouse | Sell (Partial) | $15K–$50K | May 11, 2026 | Jul 19, 2026 | 69d late | -40.4% | -42.1% | |
| NOKNokia Corporation Sponsored American Depositary SharesOption | Spouse | Sell (Partial) | $1K–$15K | Jun 2, 2026 | Jul 19, 2026 | 47d late | – | – | |
| BABAAlibaba Group Holding Limited American Depositary Shares each representing eight Ordinary share | Spouse | Sell | $100K–$250K | Dec 29, 2023 | Aug 11, 2025 | 591d late | +31.0% | -27.3% | |
| WBDWarner Bros. Discovery, Inc. - Series A Common Stock | Spouse | Sell | $1K–$15K | Nov 29, 2024 | Aug 11, 2025 | 255d late | +195.6% | +170.8% | |
| HURATuHURA Biosciences, Inc. - Common Stock | Spouse | Buy | $50K–$100K | Jul 13, 2025 | Aug 9, 2025 | 27d | -25.2% | -45.8% | |
| NVONovo Nordisk A/S Common StockOption | Spouse | Sell (Partial) | $1K–$15K | May 8, 2025 | Jun 22, 2025 | 45d | – | – | |
| HURATuHURA Biosciences, Inc. - Common Stock | Spouse | Buy | $1K–$15K | Nov 25, 2024 | Jan 7, 2025 | 43d | -48.8% | -74.7% | |
| AAPLApple Inc. - Common Stock | Spouse | Buy | $15K–$50K | Oct 7, 2024 | Nov 21, 2024 | 45d | +52.6% | +20.1% | |
| GEVGE Vernova Inc. Common Stock | Spouse | Sell | $15K–$50K | Nov 8, 2024 | Nov 21, 2024 | 13d | +152.7% | +127.0% |
Tip. Hover a row for the filing’s full asset text and comments; the PDF link opens the report itself.
Laurel M. Lee (R-FL-15), a current Republican member of the House, has disclosed 23 trades since 2023: 10 purchases worth about $1.25M and 12 sales worth about $403.51K, in 12 stocks. Most traded: AAPL, NOK, HURA. As a portfolio, their stock holdings and trades returned +52.6% from Jul 2024, against +35.5% for the S&P 500. Trades took a median 33 days to be disclosed; 6 came late.
Rebuilt from their latest annual report and the trades they disclosed since, Laurel M. Lee still holds 11 stocks; the largest are AAPL (about $3.32M), BAC (about $294.53K), GE (about $181.70K), JPM (about $140.76K), NOK (about $51.09K). Options, funds and private holdings are not in this estimate.
As a portfolio, their stock holdings and trades returned +52.6% from July 2024 to November 2026, against +35.5% for the S&P 500, with a largest fall of -24.6%. On the filing date of each annual financial disclosure, the book is reset to the stocks it lists, at the midpoint of each value range. Between reports, each purchase buys the midpoint of its disclosed range at the trade-date close and each sale sells its midpoint. Options count as their underlying stock at their reported value. ETFs, funds, bonds and private holdings are left out. The return is time-weighted, on prices that are adjusted for splits but not dividends, and SPY is measured the same way. A member's record ends with their last term.
Their trades took a median 33 days to be disclosed. 6 of 23 trades were filed after the 45 days the STOCK Act allows.
Members of Congress disclose trades as dollar ranges, up to 45 days after the trade and sometimes later. Volumes use the midpoints of those ranges and are estimates; portfolio figures are a model built from the disclosed trades, not the members’ actual accounts. Not investment advice.