J. Derek Lewis & Associates
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J. Derek Lewis & Associates’s Strategy Inc MSTR Stock Holding History

J. Derek Lewis & Associates’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
Q3 		$1.94M Sell
12,483
-8,845
-41% -$1.02M 0.35% 44
2026
Q2 		$1.85M Buy
21,328
+13,025
+157% +$1.89M 0.35% 40
2026
Q1 		$1.04M Buy
8,303
+1,550
+23% +$222K 0.23% 58
2025
Q4 		$1.03M Buy
+6,753
New +$1.55M 0.24% 58

Other funds holding MSTR

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Natixis
Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 24.61% 1-Year Est. Return

J. Derek Lewis & Associates's MSTR Position: Q3 2026 in Review

J. Derek Lewis & Associates reduced its Strategy Inc (MSTR) stake by 41% in Q3 2026, selling an estimated $1.02M and leaving 12,483 shares worth $1.94M. The position accounts for 0.35% of the portfolio, ranked #44.

J. Derek Lewis & Associates first reported a position in MSTR in Q4 2025 and has held it in 4 quarters since. 515 funds tracked by Wall St. Rank hold MSTR as of Q3 2026.

  • J. Derek Lewis & Associates held 12,483 shares of Strategy Inc worth $1.94M as of Q3 2026.
  • J. Derek Lewis & Associates sold 8,845 Strategy Inc shares in Q3 2026, an estimated $1.02M.
  • Strategy Inc made up 0.35% of J. Derek Lewis & Associates's portfolio in Q3 2026, its #44 holding.
  • J. Derek Lewis & Associates first reported a position in Strategy Inc in Q4 2025 and has held it in 4 quarters since.
  • 515 funds tracked by Wall St. Rank held Strategy Inc as of Q3 2026.

Based on J. Derek Lewis & Associates's 13F filing for Q3 2026, filed 3 Nov 2026.