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CIBC World Markets’s Strategy Inc MSTR Stock Holding History

CIBC World Markets’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
2025
Q4 		$3.35M Buy
+22,061
New +$5.08M 0.02% 497
2025
Q2 		$11.5M Buy
28,389
+18,067
+175% +$6.58M 0.07% 215
2025
Q1 		$2.98M Sell
10,322
-2,014
-16% -$639K 0.02% 411
2024
Q4 		$3.57M Buy
12,336
+3,145
+34% +$946K 0.02% 432
2024
Q3 		$1.55M Buy
9,191
+701
+8% +$100K 0.01% 564
2024
Q2 		$1.17M Buy
+8,490
New +$1.22M 0.01% 579

Other funds holding MSTR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
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
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

CIBC World Markets's MSTR Position: Q4 2025 in Review

CIBC World Markets opened a new position in Strategy Inc (MSTR) in Q4 2025: 22,061 shares worth $3.35M. The stake represents 0.02% of the portfolio and ranks #497 among its holdings. This is a return to the name: CIBC World Markets previously reported a position in MSTR as recently as Q2 2025.

CIBC World Markets first reported a position in MSTR in Q2 2024 and has held it in 6 quarters since. The position peaked at $11.5M in Q2 2025. 977 funds tracked by Wall St. Rank hold MSTR as of Q4 2025.

  • CIBC World Markets held 22,061 shares of Strategy Inc worth $3.35M as of Q4 2025.
  • Strategy Inc was a new CIBC World Markets position in Q4 2025.
  • Strategy Inc made up 0.02% of CIBC World Markets's portfolio in Q4 2025, its #497 holding.
  • CIBC World Markets first reported a position in Strategy Inc in Q2 2024 and has held it in 6 quarters since.
  • CIBC World Markets's Strategy Inc position peaked at $11.5M in Q2 2025.
  • 977 funds tracked by Wall St. Rank held Strategy Inc as of Q4 2025.

Based on CIBC World Markets's 13F filing for Q4 2025, filed 12 Feb 2026.