AWM
MSTR icon

Apollon Wealth Management’s Strategy Inc MSTR Stock Holding History

Apollon Wealth Management’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
Q1 		$3.1M Buy
24,818
+3,613
+17% +$516K 0.05% 293
2025
Q4 		$3.22M Buy
21,205
+8,116
+62% +$1.87M 0.06% 282
2025
Q3 		$4.22M Buy
13,089
+267
+2% +$99.1K 0.08% 226
2025
Q2 		$5.18M Buy
12,822
+414
+3% +$151K 0.1% 175
2025
Q1 		$3.58M Buy
12,408
+703
+6% +$223K 0.08% 227
2024
Q4 		$3.39M Sell
11,705
-7,686
-40% -$2.31M 0.08% 235
2024
Q3 		$3.27M Buy
19,391
+6,331
+48% +$905K 0.09% 196
2024
Q2 		$1.8M Sell
13,060
-1,090
-8% -$157K 0.05% 318
2024
Q1 		$2.41M Buy
14,150
+220
+2% +$20.1K 0.08% 243
2023
Q4 		$880K Buy
13,930
+510
+4% +$24.2K 0.03% 493
2023
Q3 		$441K Buy
13,420
+1,500
+13% +$56.5K 0.02% 582
2023
Q2 		$408K Buy
11,920
+1,040
+10% +$31.5K 0.02% 658
2023
Q1 		$318K Buy
+10,880
New +$266K 0.02% 664
2021
Q2 		– Sell
-4,000
Closed -$272K – 373
2021
Q1 		$272K Buy
+4,000
New +$283K 0.05% 285

Other funds holding MSTR

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Apollon Wealth Management's MSTR Position: Q1 2026 in Review

Apollon Wealth Management increased its Strategy Inc (MSTR) stake by 17% in Q1 2026, buying an estimated $516K and bringing the position to 24,818 shares worth $3.1M. The position accounts for 0.05% of the portfolio, ranked #293.

Apollon Wealth Management first reported a position in MSTR in Q1 2021 and has held it in 14 quarters since. The position peaked at $5.18M in Q2 2025. 937 funds tracked by Wall St. Rank hold MSTR as of Q1 2026.

  • Apollon Wealth Management held 24,818 shares of Strategy Inc worth $3.1M as of Q1 2026.
  • Apollon Wealth Management bought 3,613 Strategy Inc shares in Q1 2026, an estimated $516K.
  • Strategy Inc made up 0.05% of Apollon Wealth Management's portfolio in Q1 2026, its #293 holding.
  • Apollon Wealth Management first reported a position in Strategy Inc in Q1 2021 and has held it in 14 quarters since.
  • Apollon Wealth Management's Strategy Inc position peaked at $5.18M in Q2 2025.
  • 937 funds tracked by Wall St. Rank held Strategy Inc as of Q1 2026.

Based on Apollon Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.