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JPL Wealth Management’s Strategy Inc MSTR Stock Holding History

JPL Wealth 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 		$12.4K Buy
+99
New +$14.2K ﹤0.01% 485
2025
Q4 		– Sell
-9,395
Closed -$3.03M – 743
2025
Q3 		$3.03M Buy
+9,395
New +$3.49M 0.72% 58

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

JPL Wealth Management's MSTR Position: Q1 2026 in Review

JPL Wealth Management opened a new position in Strategy Inc (MSTR) in Q1 2026: 99 shares worth $12.4K. The stake represents ﹤0.01% of the portfolio and ranks #485 among its holdings. This is a return to the name: JPL Wealth Management previously reported a position in MSTR as recently as Q3 2025.

JPL Wealth Management first reported a position in MSTR in Q3 2025 and has held it in 2 quarters since. The position peaked at $3.03M in Q3 2025. 937 funds tracked by Wall St. Rank hold MSTR as of Q1 2026.

  • JPL Wealth Management held 99 shares of Strategy Inc worth $12.4K as of Q1 2026.
  • Strategy Inc was a new JPL Wealth Management position in Q1 2026.
  • Strategy Inc made up ﹤0.01% of JPL Wealth Management's portfolio in Q1 2026, its #485 holding.
  • JPL Wealth Management first reported a position in Strategy Inc in Q3 2025 and has held it in 2 quarters since.
  • JPL Wealth Management's Strategy Inc position peaked at $3.03M in Q3 2025.
  • 937 funds tracked by Wall St. Rank held Strategy Inc as of Q1 2026.

Based on JPL Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.