BAM
MSTR icon

Byrne Asset Management’s Strategy Inc MSTR Stock Holding History

Byrne Asset 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
Q1 		– Sell
-60
Closed -$9.12K – 595
2025
Q4 		$9.12K Buy
60
+59
+5,900% +$13.6K 0.01% 432
2025
Q3 		$322 Sell
1
-1
-50% -$371 ﹤0.01% 550
2025
Q2 		$808 Hold
2
– – ﹤0.01% 528
2025
Q1 		$577 Sell
2
-14
-88% -$4.45K ﹤0.01% 544
2024
Q4 		$4.63K Buy
+16
New +$4.81K ﹤0.01% 460

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 $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
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 $2.9T AUM 29.55% 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

Byrne Asset Management's MSTR Position: Q1 2026 in Review

Byrne Asset Management sold out of Strategy Inc (MSTR) in Q1 2026, closing a stake of 60 shares — an estimated $9.12K sold.

Byrne Asset Management first reported a position in MSTR in Q4 2024 and held it in 5 quarters. The position peaked at $9.12K in Q4 2025. 937 funds tracked by Wall St. Rank hold MSTR as of Q1 2026.

  • Byrne Asset Management reported no remaining Strategy Inc position as of Q1 2026 after selling out during the quarter.
  • Byrne Asset Management sold 60 Strategy Inc shares in Q1 2026, an estimated $9.12K.
  • Byrne Asset Management first reported a position in Strategy Inc in Q4 2024 and held it in 5 quarters.
  • Byrne Asset Management's Strategy Inc position peaked at $9.12K in Q4 2025.
  • 937 funds tracked by Wall St. Rank held Strategy Inc as of Q1 2026.

Based on Byrne Asset Management's 13F filing for Q1 2026, filed 2 Apr 2026.