AXS Investments’s Strategy Inc MSTR Stock Holding History

AXS Investments’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	$426K	Sell	3,415 -460	-12%	-$65.8K	0.17%	95
2025 Q4	$589K	Buy	3,875 +462	+14%	+$106K	0.2%	94
2025 Q3	$1.1M	Buy	3,413 +137	+4%	+$50.8K	0.35%	73
2025 Q2	$1.32M	Buy	3,276 +1,011	+45%	+$368K	0.54%	71
2025 Q1	$653K	Sell	2,265 -124	-5%	-$39.4K	0.18%	169
2024 Q4	$692K	Buy	+2,389	New	+$719K	0.19%	180
2021 Q2	–	Sell	-5,000	Closed	-$339K	–	170
2021 Q1	$339K	Buy	+5,000	New	+$353K	0.12%	133

Other funds holding MSTR

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AXS Investments's MSTR Position: Q1 2026 in Review

AXS Investments reduced its Strategy Inc (MSTR) stake by 12% in Q1 2026, selling an estimated $65.8K and leaving 3,415 shares worth $426K. The position accounts for 0.17% of the portfolio, ranked #95.

AXS Investments first reported a position in MSTR in Q1 2021 and has held it in 7 quarters since. The position peaked at $1.32M in Q2 2025. 937 funds tracked by Wall St. Rank hold MSTR as of Q1 2026.

AXS Investments held 3,415 shares of Strategy Inc worth $426K as of Q1 2026.
AXS Investments sold 460 Strategy Inc shares in Q1 2026, an estimated $65.8K.
Strategy Inc made up 0.17% of AXS Investments's portfolio in Q1 2026, its #95 holding.
AXS Investments first reported a position in Strategy Inc in Q1 2021 and has held it in 7 quarters since.
AXS Investments's Strategy Inc position peaked at $1.32M in Q2 2025.
937 funds tracked by Wall St. Rank held Strategy Inc as of Q1 2026.

Based on AXS Investments's 13F filing for Q1 2026, filed 6 May 2026.