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HM Payson & Co’s Strategy Inc MSTR Stock Holding History

HM Payson & Co’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 		$4.35K Hold
50
– – ﹤0.01% 997
2026
Q1 		$6.24K Hold
50
– – ﹤0.01% 957
2025
Q4 		$7.6K Hold
50
– – ﹤0.01% 942
2025
Q3 		$16.1K Hold
50
– – ﹤0.01% 866
2025
Q2 		$20.2K Hold
50
– – ﹤0.01% 782
2025
Q1 		$14.4K Sell
50
-5
-9% -$1.59K ﹤0.01% 828
2024
Q4 		$15.9K Sell
55
-45
-45% -$13.5K ﹤0.01% 801
2024
Q3 		$16.9K Hold
100
– – ﹤0.01% 782
2024
Q2 		$13.8K Buy
+100
New +$14.4K ﹤0.01% 809

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

HM Payson & Co's MSTR Position: Q2 2026 in Review

HM Payson & Co held its Strategy Inc (MSTR) position steady in Q2 2026 at 50 shares worth $4.35K. The position accounts for ﹤0.01% of the portfolio, ranked #997.

HM Payson & Co first reported a position in MSTR in Q2 2024 and has held it in 9 quarters since. The position peaked at $20.2K in Q2 2025. 851 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

  • HM Payson & Co held 50 shares of Strategy Inc worth $4.35K as of Q2 2026.
  • HM Payson & Co left its Strategy Inc share count unchanged in Q2 2026.
  • Strategy Inc made up ﹤0.01% of HM Payson & Co's portfolio in Q2 2026, its #997 holding.
  • HM Payson & Co first reported a position in Strategy Inc in Q2 2024 and has held it in 9 quarters since.
  • HM Payson & Co's Strategy Inc position peaked at $20.2K in Q2 2025.
  • 851 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on HM Payson & Co's 13F filing for Q2 2026, filed 17 Jul 2026.