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
Q1 		$1.35M Sell
10,800
-12,300
-53% -$1.76M 0.01% 1551
2025
Q4 		$3.51M Sell
23,100
-25,000
-52% -$5.76M 0.01% 1385
2025
Q3 		$15.5M Sell
48,100
-3,200
-6% -$1.19M 0.04% 627
2025
Q2 		$20.7M Sell
51,300
-14,100
-22% -$5.14M 0.06% 451
2025
Q1 		$18.9M Sell
65,400
-120,000
-65% -$38.1M 0.05% 460
2024
Q4 		$53.7M Sell
185,400
-3,100
-2% -$933K 0.14% 210
2024
Q3 		$31.8M Buy
+188,500
New +$26.9M 0.09% 299
2024
Q2 		– Sell
-118,000
Closed -$20.1M – 2070
2024
Q1 		$20.1M Buy
+118,000
New +$10.8M 0.06% 452
2023
Q4 		– Sell
-191,000
Closed -$6.27M – 2236
2023
Q3 		$6.27M Buy
191,000
+85,000
+80% +$3.2M 0.02% 820
2023
Q2 		$3.63M Buy
+106,000
New +$3.21M 0.01% 974
2023
Q1 		– Sell
-113,000
Closed -$1.6M – 1681
2022
Q4 		$1.6M Sell
113,000
-1,000
-0.9% -$20.4K 0.01% 1009
2022
Q3 		$2.42M Sell
114,000
-40,000
-26% -$1M 0.02% 805
2022
Q2 		$2.53M Buy
+154,000
New +$4.45M 0.02% 750
2022
Q1 		– Sell
-104,000
Closed -$5.66M – 1668
2021
Q4 		$5.66M Buy
+104,000
New +$7.15M 0.04% 586

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

Capital Fund Management (CFM)'s MSTR Position: Q1 2026 in Review

Capital Fund Management (CFM) reduced its Strategy Inc (MSTR) stake by 67% in Q1 2026, selling an estimated $3.78M and leaving 13,246 shares worth $1.65M. The position accounts for 0.01% of the portfolio, ranked #1452.

Capital Fund Management (CFM) first reported a position in MSTR in Q2 2013 and has held it in 20 quarters since. The position peaked at $29.2M in Q4 2024. 937 funds tracked by Wall St. Rank hold MSTR as of Q1 2026.

  • Capital Fund Management (CFM) held 13,246 shares of Strategy Inc worth $1.65M as of Q1 2026.
  • Capital Fund Management (CFM) sold 26,415 Strategy Inc shares in Q1 2026, an estimated $3.78M.
  • Strategy Inc made up 0.01% of Capital Fund Management (CFM)'s portfolio in Q1 2026, its #1452 holding.
  • Capital Fund Management (CFM) first reported a position in Strategy Inc in Q2 2013 and has held it in 20 quarters since.
  • Capital Fund Management (CFM)'s Strategy Inc position peaked at $29.2M in Q4 2024.
  • 937 funds tracked by Wall St. Rank held Strategy Inc as of Q1 2026.

Based on Capital Fund Management (CFM)'s 13F filing for Q1 2026, filed 14 May 2026.