Capital Fund Management (CFM)
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Capital Fund Management (CFM)’s Strategy Inc MSTR Stock Holding History

Capital Fund Management (CFM)’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 		– Sell
-13,246
Closed -$1.65M – 2282
2026
Q1 		$1.65M Sell
13,246
-26,415
-67% -$3.78M 0.01% 1452
2025
Q4 		$6.03M Buy
39,661
+500
+1% +$115K 0.02% 1083
2025
Q3 		$12.6M Sell
39,161
-1,500
-4% -$557K 0.03% 712
2025
Q2 		$16.4M Buy
40,661
+3,428
+9% +$1.25M 0.05% 531
2025
Q1 		$10.7M Sell
37,233
-63,682
-63% -$20.2M 0.03% 647
2024
Q4 		$29.2M Sell
100,915
-54,941
-35% -$16.5M 0.07% 363
2024
Q3 		$26.3M Buy
+155,856
New +$22.3M 0.07% 360
2020
Q2 		– Sell
-35,570
Closed -$420K – 1374
2020
Q1 		$420K Sell
35,570
-18,430
-34% -$250K 0.01% 1103
2019
Q4 		$770K Buy
54,000
+4,000
+8% +$59.6K 0.01% 1214
2019
Q3 		$742K Buy
+50,000
New +$685K 0.01% 1110
2017
Q2 		– Sell
-33,750
Closed -$634K – 1632
2017
Q1 		$634K Sell
33,750
-10,540
-24% -$204K 0.01% 1068
2016
Q4 		$874K Buy
44,290
+10,570
+31% +$200K 0.01% 1064
2016
Q3 		$565K Sell
33,720
-13,500
-29% -$232K 0.01% 1162
2016
Q2 		$826K Buy
47,220
+7,270
+18% +$134K 0.01% 1014
2016
Q1 		$718K Sell
39,950
-24,070
-38% -$390K 0.01% 1007
2015
Q4 		$1.15M Buy
64,020
+35,340
+123% +$643K 0.01% 850
2015
Q3 		$563K Buy
+28,680
New +$569K 0.01% 995
2014
Q3 		– Sell
-19,000
Closed -$267K – 1704
2014
Q2 		$267K Buy
+19,000
New +$242K ﹤0.01% 1476
2013
Q4 		– Sell
-231,730
Closed -$2.4M – 1774
2013
Q3 		$2.4M Sell
231,730
-23,150
-9% -$225K 0.03% 580
2013
Q2 		$2.22M Buy
+254,880
New +$2.38M 0.03% 599

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

Capital Fund Management (CFM)'s MSTR Position: Q2 2026 in Review

Capital Fund Management (CFM) sold out of Strategy Inc (MSTR) in Q2 2026, closing a stake of 13,246 shares — an estimated $1.65M sold.

Capital Fund Management (CFM) first reported a position in MSTR in Q2 2013 and held it in 20 quarters. The position peaked at $29.2M in Q4 2024. 850 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

  • Capital Fund Management (CFM) reported no remaining Strategy Inc position as of Q2 2026 after selling out during the quarter.
  • Capital Fund Management (CFM) sold 13,246 Strategy Inc shares in Q2 2026, an estimated $1.65M.
  • Capital Fund Management (CFM) first reported a position in Strategy Inc in Q2 2013 and held it in 20 quarters.
  • Capital Fund Management (CFM)'s Strategy Inc position peaked at $29.2M in Q4 2024.
  • 850 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Capital Fund Management (CFM)'s 13F filing for Q2 2026, filed 13 Aug 2026.