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
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 $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
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 $564B 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 World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return