Bank of Montreal
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Bank of Montreal’s Strategy Inc MSTR Stock Holding History

Bank of Montreal’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 		$443K Sell
5,100
-107,400
-95% -$15.6M ﹤0.01% 2522
2026
Q1 		$14M Buy
112,500
+7,500
+7% +$1.07M 0.01% 976
2025
Q4 		$22.9M Buy
+105,000
New +$24.2M 0.01% 809
2025
Q2 		– Sell
-200
Closed -$57.7K – 3655
2025
Q1 		$57.7K Sell
200
-10,500
-98% -$3.33M ﹤0.01% 3042
2024
Q4 		$3.1M Buy
+10,700
New +$3.22M ﹤0.01% 1391
2013
Q3 		– Sell
-127,000
Closed -$1.1M – 3880
2013
Q2 		$1.1M Buy
+127,000
New +$1.19M ﹤0.01% 1354

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

Bank of Montreal's MSTR Position: Q2 2026 in Review

Bank of Montreal reduced its Strategy Inc (MSTR) stake by 17% in Q2 2026, selling an estimated $20.8M and leaving 709,590 shares worth $61.7M. The position accounts for 0.02% of the portfolio, ranked #534.

Bank of Montreal first reported a position in MSTR in Q2 2013 and has held it in 51 quarters since. The position peaked at $791M in Q4 2024. 852 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

  • Bank of Montreal held 709,590 shares of Strategy Inc worth $61.7M as of Q2 2026.
  • Bank of Montreal sold 143,174 Strategy Inc shares in Q2 2026, an estimated $20.8M.
  • Strategy Inc made up 0.02% of Bank of Montreal's portfolio in Q2 2026, its #534 holding.
  • Bank of Montreal first reported a position in Strategy Inc in Q2 2013 and has held it in 51 quarters since.
  • Bank of Montreal's Strategy Inc position peaked at $791M in Q4 2024.
  • 852 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.