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
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 $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

CIBC Asset Management's MSTR Position: Q2 2026 in Review

CIBC Asset Management increased its Strategy Inc (MSTR) stake by 5.5% in Q2 2026, buying an estimated $541K and bringing the position to 71,579 shares worth $6.22M. The position accounts for 0.01% of the portfolio, ranked #483.

CIBC Asset Management first reported a position in MSTR in Q1 2021 and has held it in 14 quarters since. The position peaked at $21.6M in Q2 2025. 852 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

  • CIBC Asset Management held 71,579 shares of Strategy Inc worth $6.22M as of Q2 2026.
  • CIBC Asset Management bought 3,724 Strategy Inc shares in Q2 2026, an estimated $541K.
  • Strategy Inc made up 0.01% of CIBC Asset Management's portfolio in Q2 2026, its #483 holding.
  • CIBC Asset Management first reported a position in Strategy Inc in Q1 2021 and has held it in 14 quarters since.
  • CIBC Asset Management's Strategy Inc position peaked at $21.6M in Q2 2025.
  • 852 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on CIBC Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.