KLCM Advisors’s Strategy Inc MSTR Stock Holding History

KLCM Advisors’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	$251K	Hold	2,010	–	–	0.02%	221
2025 Q4	$305K	Buy	+2,010	New	+$463K	0.03%	191

Other funds holding MSTR

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

KLCM Advisors's MSTR Position: Q1 2026 in Review

KLCM Advisors held its Strategy Inc (MSTR) position steady in Q1 2026 at 2,010 shares worth $251K. The position accounts for 0.02% of the portfolio, ranked #221.

KLCM Advisors first reported a position in MSTR in Q4 2025 and has held it in 2 quarters since. The position peaked at $305K in Q4 2025. 938 funds tracked by Wall St. Rank hold MSTR as of Q1 2026.

KLCM Advisors held 2,010 shares of Strategy Inc worth $251K as of Q1 2026.
KLCM Advisors left its Strategy Inc share count unchanged in Q1 2026.
Strategy Inc made up 0.02% of KLCM Advisors's portfolio in Q1 2026, its #221 holding.
KLCM Advisors first reported a position in Strategy Inc in Q4 2025 and has held it in 2 quarters since.
KLCM Advisors's Strategy Inc position peaked at $305K in Q4 2025.
938 funds tracked by Wall St. Rank held Strategy Inc as of Q1 2026.

Based on KLCM Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.