FCM
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Family Capital Management’s Strategy Inc MSTR Stock Holding History

Family Capital 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 		$427K Sell
3,423
-90
-3% -$12.9K 0.19% 70
2025
Q4 		$534K Sell
3,513
-927
-21% -$213K 0.24% 61
2025
Q3 		$1.43M Sell
4,440
-219
-5% -$81.3K 0.68% 32
2025
Q2 		$1.88M Sell
4,659
-352
-7% -$128K 0.99% 22
2025
Q1 		$1.44M Sell
5,011
-1,750
-26% -$556K 0.89% 25
2024
Q4 		$1.96M Buy
6,761
+100
+2% +$30.1K 1.18% 21
2024
Q3 		$1.12M Sell
6,661
-9
-0.1% -$1.29K 0.72% 29
2024
Q2 		$919K Buy
6,670
+1,250
+23% +$180K 0.63% 32
2024
Q1 		$924K Buy
5,420
+200
+4% +$18.2K 0.64% 29
2023
Q4 		$330K Buy
+5,220
New +$247K 0.23% 49

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 $5.72T 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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Family Capital Management's MSTR Position: Q1 2026 in Review

Family Capital Management reduced its Strategy Inc (MSTR) stake by 2.6% in Q1 2026, selling an estimated $12.9K and leaving 3,423 shares worth $427K. The position accounts for 0.19% of the portfolio, ranked #70.

Family Capital Management first reported a position in MSTR in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.96M in Q4 2024. 937 funds tracked by Wall St. Rank hold MSTR as of Q1 2026.

  • Family Capital Management held 3,423 shares of Strategy Inc worth $427K as of Q1 2026.
  • Family Capital Management sold 90 Strategy Inc shares in Q1 2026, an estimated $12.9K.
  • Strategy Inc made up 0.19% of Family Capital Management's portfolio in Q1 2026, its #70 holding.
  • Family Capital Management first reported a position in Strategy Inc in Q4 2023 and has held it in 10 quarters since.
  • Family Capital Management's Strategy Inc position peaked at $1.96M in Q4 2024.
  • 937 funds tracked by Wall St. Rank held Strategy Inc as of Q1 2026.

Based on Family Capital Management's 13F filing for Q1 2026, filed 23 Apr 2026.