CIBC World Market
MSTR icon

CIBC World Market’s Strategy Inc MSTR Stock Holding History

CIBC World Market’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 		$1.32M Sell
15,201
-5,526
-27% -$802K ﹤0.01% 955
2026
Q1 		$2.59M Sell
20,727
-6,957
-25% -$995K ﹤0.01% 703
2025
Q4 		$4.21M Sell
27,684
-13,242
-32% -$3.05M 0.01% 608
2025
Q3 		$13.2M Buy
40,926
+6,912
+20% +$2.56M 0.02% 348
2025
Q2 		$13.7M Buy
34,014
+24,036
+241% +$8.76M 0.03% 315
2025
Q1 		$2.88M Sell
9,978
-1,755
-15% -$557K 0.01% 632
2024
Q4 		$3.4M Buy
11,733
+551
+5% +$166K 0.01% 608
2024
Q3 		$1.89M Sell
11,182
-1,058
-9% -$151K ﹤0.01% 689
2024
Q2 		$1.69M Sell
12,240
-4,900
-29% -$706K ﹤0.01% 680
2024
Q1 		$2.92M Sell
17,140
-39,980
-70% -$3.65M 0.01% 570
2023
Q4 		$3.61M Buy
+57,120
New +$2.71M 0.01% 482
2021
Q3 		– Sell
-4,470
Closed -$297K – 1405
2021
Q2 		$297K Sell
4,470
-380
-8% -$22.5K ﹤0.01% 1149
2021
Q1 		$329K Buy
+4,850
New +$343K ﹤0.01% 1072

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 World Market's MSTR Position: Q2 2026 in Review

CIBC World Market reduced its Strategy Inc (MSTR) stake by 27% in Q2 2026, selling an estimated $802K and leaving 15,201 shares worth $1.32M. The position accounts for ﹤0.01% of the portfolio, ranked #955.

CIBC World Market first reported a position in MSTR in Q1 2021 and has held it in 13 quarters since. The position peaked at $13.7M in Q2 2025. 852 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

  • CIBC World Market held 15,201 shares of Strategy Inc worth $1.32M as of Q2 2026.
  • CIBC World Market sold 5,526 Strategy Inc shares in Q2 2026, an estimated $802K.
  • Strategy Inc made up ﹤0.01% of CIBC World Market's portfolio in Q2 2026, its #955 holding.
  • CIBC World Market first reported a position in Strategy Inc in Q1 2021 and has held it in 13 quarters since.
  • CIBC World Market's Strategy Inc position peaked at $13.7M in Q2 2025.
  • 852 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on CIBC World Market's 13F filing for Q2 2026, filed 13 Aug 2026.