CIBC Asset Management
MSTR icon

CIBC Asset Management’s Strategy Inc MSTR Stock Holding History

CIBC 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
Q3 		$11.7M Buy
76,421
+4,842
+7% +$560K 0.02% 369
2026
Q2 		$6.22M Buy
71,579
+3,724
+5% +$541K 0.01% 483
2026
Q1 		$8.47M Buy
67,855
+7,263
+12% +$1.04M 0.02% 402
2025
Q4 		$9.21M Buy
60,592
+5,013
+9% +$1.15M 0.02% 378
2025
Q3 		$17.9M Buy
55,579
+2,078
+4% +$771K 0.05% 226
2025
Q2 		$21.6M Buy
53,501
+2,233
+4% +$813K 0.07% 197
2025
Q1 		$14.8M Buy
51,268
+12,368
+32% +$3.93M 0.05% 235
2024
Q4 		$11.3M Buy
38,900
+34,560
+796% +$10.4M 0.04% 269
2024
Q3 		$732K Buy
4,340
+150
+4% +$21.4K ﹤0.01% 696
2024
Q2 		$577K Buy
4,190
+1,560
+59% +$225K ﹤0.01% 716
2024
Q1 		$448K Buy
+2,630
New +$240K ﹤0.01% 748
2022
Q1 		– Sell
-4,050
Closed -$221K – 1569
2021
Q4 		$221K Buy
4,050
+120
+3% +$8.25K ﹤0.01% 1320
2021
Q3 		$227K Buy
3,930
+510
+15% +$32.7K ﹤0.01% 1252
2021
Q2 		$227K Hold
3,420
– – ﹤0.01% 1196
2021
Q1 		$232K Buy
+3,420
New +$242K ﹤0.01% 1138

Other funds holding MSTR

Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Jane Street
Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return

CIBC Asset Management's MSTR Position: Q3 2026 in Review

CIBC Asset Management increased its Strategy Inc (MSTR) stake by 6.8% in Q3 2026, buying an estimated $560K and bringing the position to 76,421 shares worth $11.7M. The position accounts for 0.02% of the portfolio, ranked #369.

CIBC Asset Management first reported a position in MSTR in Q1 2021 and has held it in 15 quarters since. The position peaked at $21.6M in Q2 2025. 749 funds tracked by Wall St. Rank hold MSTR as of Q3 2026.

  • CIBC Asset Management held 76,421 shares of Strategy Inc worth $11.7M as of Q3 2026.
  • CIBC Asset Management bought 4,842 Strategy Inc shares in Q3 2026, an estimated $560K.
  • Strategy Inc made up 0.02% of CIBC Asset Management's portfolio in Q3 2026, its #369 holding.
  • CIBC Asset Management first reported a position in Strategy Inc in Q1 2021 and has held it in 15 quarters since.
  • CIBC Asset Management's Strategy Inc position peaked at $21.6M in Q2 2025.
  • 749 funds tracked by Wall St. Rank held Strategy Inc as of Q3 2026.

Based on CIBC Asset Management's 13F filing for Q3 2026, filed 5 Nov 2026.