AWM
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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
Q2 		$1.84M Sell
21,208
-3,610
-15% -$524K 0.02% 507
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 $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 $3.38T AUM 44.17% 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

Apollon Wealth Management's MSTR Position: Q2 2026 in Review

Apollon Wealth Management reduced its Strategy Inc (MSTR) stake by 15% in Q2 2026, selling an estimated $524K and leaving 21,208 shares worth $1.84M. The position accounts for 0.02% of the portfolio, ranked #507.

Apollon Wealth Management first reported a position in MSTR in Q1 2021 and has held it in 15 quarters since. The position peaked at $5.18M in Q2 2025. 853 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

  • Apollon Wealth Management held 21,208 shares of Strategy Inc worth $1.84M as of Q2 2026.
  • Apollon Wealth Management sold 3,610 Strategy Inc shares in Q2 2026, an estimated $524K.
  • Strategy Inc made up 0.02% of Apollon Wealth Management's portfolio in Q2 2026, its #507 holding.
  • Apollon Wealth Management first reported a position in Strategy Inc in Q1 2021 and has held it in 15 quarters since.
  • Apollon Wealth Management's Strategy Inc position peaked at $5.18M in Q2 2025.
  • 853 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Apollon Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.