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AM Investment Strategies’s Strategy Inc MSTR Stock Holding History

AM Investment Strategies’s Portfolio MSTR Stock Details MSTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.24M Buy
14,239
+4,047
+40% +$587K 0.24% 49
2026
Q1 		$1.27M Buy
10,192
+1,000
+11% +$143K 0.28% 50
2025
Q4 		$1.4M Buy
9,192
+6,350
+223% +$1.46M 0.29% 47
2025
Q3 		$916K Buy
2,842
+1,408
+98% +$522K 0.2% 58
2025
Q2 		$579K Sell
1,434
-17
-1% -$6.19K 0.14% 68
2025
Q1 		$418K Sell
1,451
-660
-31% -$210K 0.1% 75
2024
Q4 		$611K Buy
+2,111
New +$635K 0.15% 65

Other funds holding MSTR

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AM Investment Strategies's MSTR Position: Q2 2026 in Review

AM Investment Strategies increased its Strategy Inc (MSTR) stake by 40% in Q2 2026, buying an estimated $587K and bringing the position to 14,239 shares worth $1.24M. The position accounts for 0.24% of the portfolio, ranked #49.

AM Investment Strategies first reported a position in MSTR in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.4M in Q4 2025. 851 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

  • AM Investment Strategies held 14,239 shares of Strategy Inc worth $1.24M as of Q2 2026.
  • AM Investment Strategies bought 4,047 Strategy Inc shares in Q2 2026, an estimated $587K.
  • Strategy Inc made up 0.24% of AM Investment Strategies's portfolio in Q2 2026, its #49 holding.
  • AM Investment Strategies first reported a position in Strategy Inc in Q4 2024 and has held it in 7 quarters since.
  • AM Investment Strategies's Strategy Inc position peaked at $1.4M in Q4 2025.
  • 851 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on AM Investment Strategies's 13F filing for Q2 2026, filed 16 Jul 2026.