AMG National Trust Bank’s Strategy Inc MSTR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
Sell
-11,070
Closed -$1.38M 479
2026
Q1
$1.38M Buy
11,070
+7,595
+219% +$1.09M 0.03% 274
2025
Q4
$528K Buy
+3,475
New +$800K 0.01% 345

Other funds holding MSTR

AMG National Trust Bank's MSTR Position: Q2 2026 in Review

AMG National Trust Bank sold out of Strategy Inc (MSTR) in Q2 2026, closing a stake of 11,070 shares — an estimated $1.38M sold.

AMG National Trust Bank first reported a position in MSTR in Q4 2025 and held it in 2 quarters. The position peaked at $1.38M in Q1 2026. 432 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

  • AMG National Trust Bank reported no remaining Strategy Inc position as of Q2 2026 after selling out during the quarter.
  • AMG National Trust Bank sold 11,070 Strategy Inc shares in Q2 2026, an estimated $1.38M.
  • AMG National Trust Bank first reported a position in Strategy Inc in Q4 2025 and held it in 2 quarters.
  • AMG National Trust Bank's Strategy Inc position peaked at $1.38M in Q1 2026.
  • 432 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on AMG National Trust Bank's 13F filing for Q2 2026, filed 7 Aug 2026.