Lazard Asset Management
MSTR icon

Lazard Asset Management’s Strategy Inc MSTR Stock Holding History

Lazard Asset 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 		$260K Buy
2,082
+84
+4% +$12K ﹤0.01% 1552
2025
Q4 		$304K Sell
1,998
-5,286
-73% -$1.22M ﹤0.01% 1526
2025
Q3 		$2.35M Buy
7,284
+717
+11% +$266K ﹤0.01% 808
2025
Q2 		$2.65M Sell
6,567
-595
-8% -$217K ﹤0.01% 914
2025
Q1 		$2.06M Buy
7,162
+6,359
+792% +$2.02M ﹤0.01% 961
2024
Q4 		$232K Sell
803
-17,382
-96% -$5.23M ﹤0.01% 1563
2024
Q3 		$3.06M Buy
18,185
+17,525
+2,655% +$2.51M ﹤0.01% 760
2024
Q2 		$90K Buy
660
+640
+3,200% +$92.2K ﹤0.01% 1779
2024
Q1 		$3K Hold
20
– – ﹤0.01% 1920
2023
Q4 		$1K Buy
20
+10
+100% +$474 ﹤0.01% 2212
2023
Q3 		$0 Hold
10
– – ﹤0.01% 2405
2023
Q2 		$0 Hold
10
– – ﹤0.01% 2454
2023
Q1 		$0 Hold
10
– – ﹤0.01% 2461
2022
Q4 		$0 Sell
10
-20
-67% -$409 ﹤0.01% 2501
2022
Q3 		$0 Sell
30
-30,050
-100% -$754K ﹤0.01% 2469
2022
Q2 		$494K Buy
30,080
+10,130
+51% +$293K ﹤0.01% 1116
2022
Q1 		$970K Sell
19,950
-7,790
-28% -$337K ﹤0.01% 1003
2021
Q4 		$1.51M Sell
27,740
-201,170
-88% -$13.8M ﹤0.01% 958
2021
Q3 		$13.2M Sell
228,910
-21,610
-9% -$1.39M 0.01% 570
2021
Q2 		$16.6M Buy
250,520
+249,660
+29,030% +$14.8M 0.02% 495
2021
Q1 		$58K Sell
860
-4,560
-84% -$322K ﹤0.01% 1376
2020
Q4 		$210K Hold
5,420
– – ﹤0.01% 1094
2020
Q3 		$81K Sell
5,420
-1,420
-21% -$19.2K ﹤0.01% 1057
2020
Q2 		$80K Buy
+6,840
New +$83.2K ﹤0.01% 1077

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

Lazard Asset Management's MSTR Position: Q1 2026 in Review

Lazard Asset Management increased its Strategy Inc (MSTR) stake by 4.2% in Q1 2026, buying an estimated $12K and bringing the position to 2,082 shares worth $260K. The position accounts for ﹤0.01% of the portfolio, ranked #1552.

Lazard Asset Management first reported a position in MSTR in Q2 2020 and has held it in 24 quarters since. The position peaked at $16.6M in Q2 2021. 937 funds tracked by Wall St. Rank hold MSTR as of Q1 2026.

  • Lazard Asset Management held 2,082 shares of Strategy Inc worth $260K as of Q1 2026.
  • Lazard Asset Management bought 84 Strategy Inc shares in Q1 2026, an estimated $12K.
  • Strategy Inc made up ﹤0.01% of Lazard Asset Management's portfolio in Q1 2026, its #1552 holding.
  • Lazard Asset Management first reported a position in Strategy Inc in Q2 2020 and has held it in 24 quarters since.
  • Lazard Asset Management's Strategy Inc position peaked at $16.6M in Q2 2021.
  • 937 funds tracked by Wall St. Rank held Strategy Inc as of Q1 2026.

Based on Lazard Asset Management's 13F filing for Q1 2026, filed 15 May 2026.