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Bill Miller’s Strategy Inc MSTR Stock Holding History

Bill Miller’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
2022
Q2 		– Sell
-10,000
Closed -$486K – 127
2022
Q1 		$486K Buy
10,000
+5,000
+100% +$216K 0.02% 95
2021
Q4 		$272K Hold
5,000
– – 0.01% 109
2021
Q3 		$289K Hold
5,000
– – 0.01% 101
2021
Q2 		$332K Buy
+5,000
New +$296K 0.01% 101

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 $3.37T AUM 44.26% 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

Bill Miller's MSTR Position: Q2 2026 in Review

Bill Miller reduced its Strategy Inc (MSTR) stake by 3.6% in Q2 2026, selling an estimated $269K and leaving 50,203 shares worth $4.36M. The position accounts for 1.03% of the portfolio, ranked #27.

Bill Miller first reported a position in MSTR in Q4 2020 and has held it in 12 quarters since. The position peaked at $8.47M in Q3 2024. 848 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

  • Bill Miller held 50,203 shares of Strategy Inc worth $4.36M as of Q2 2026.
  • Bill Miller sold 1,855 Strategy Inc shares in Q2 2026, an estimated $269K.
  • Strategy Inc made up 1.03% of Bill Miller's portfolio in Q2 2026, its #27 holding.
  • Bill Miller first reported a position in Strategy Inc in Q4 2020 and has held it in 12 quarters since.
  • Bill Miller's Strategy Inc position peaked at $8.47M in Q3 2024.
  • 848 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Miller Value Partners's 13F filing for Q2 2026, filed 14 Aug 2026.