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
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 $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Bank of Montreal's MSTR Position: Q1 2026 in Review

Bank of Montreal reduced its Strategy Inc (MSTR) stake by 22% in Q1 2026, selling an estimated $33.4M and leaving 852,764 shares worth $106M. The position accounts for 0.04% of the portfolio, ranked #354.

Bank of Montreal first reported a position in MSTR in Q2 2013 and has held it in 50 quarters since. The position peaked at $791M in Q4 2024. 940 funds tracked by Wall St. Rank hold MSTR as of Q1 2026.

  • Bank of Montreal held 852,764 shares of Strategy Inc worth $106M as of Q1 2026.
  • Bank of Montreal sold 233,863 Strategy Inc shares in Q1 2026, an estimated $33.4M.
  • Strategy Inc made up 0.04% of Bank of Montreal's portfolio in Q1 2026, its #354 holding.
  • Bank of Montreal first reported a position in Strategy Inc in Q2 2013 and has held it in 50 quarters since.
  • Bank of Montreal's Strategy Inc position peaked at $791M in Q4 2024.
  • 940 funds tracked by Wall St. Rank held Strategy Inc as of Q1 2026.

Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.