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GM Advisory Group’s Strategy Inc MSTR Stock Holding History

GM Advisory Group’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 		$2.5M Sell
20,000
-10
-0% -$1.43K 0.1% 97
2025
Q4 		$3.04M Buy
+20,010
New +$4.61M 0.12% 86

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

GM Advisory Group's MSTR Position: Q1 2026 in Review

GM Advisory Group reduced its Strategy Inc (MSTR) stake by 0.05% in Q1 2026, selling an estimated $1.43K and leaving 20,000 shares worth $2.5M. The position accounts for 0.1% of the portfolio, ranked #97.

GM Advisory Group first reported a position in MSTR in Q4 2025 and has held it in 2 quarters since. The position peaked at $3.04M in Q4 2025. 937 funds tracked by Wall St. Rank hold MSTR as of Q1 2026.

  • GM Advisory Group held 20,000 shares of Strategy Inc worth $2.5M as of Q1 2026.
  • GM Advisory Group sold 10 Strategy Inc shares in Q1 2026, an estimated $1.43K.
  • Strategy Inc made up 0.1% of GM Advisory Group's portfolio in Q1 2026, its #97 holding.
  • GM Advisory Group first reported a position in Strategy Inc in Q4 2025 and has held it in 2 quarters since.
  • GM Advisory Group's Strategy Inc position peaked at $3.04M in Q4 2025.
  • 937 funds tracked by Wall St. Rank held Strategy Inc as of Q1 2026.

Based on GM Advisory Group's 13F filing for Q1 2026, filed 28 Apr 2026.