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
Q2 		$107K Sell
1,232
-850
-41% -$123K ﹤0.01% 1747
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 $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

Lazard Asset Management's MSTR Position: Q2 2026 in Review

Lazard Asset Management reduced its Strategy Inc (MSTR) stake by 41% in Q2 2026, selling an estimated $123K and leaving 1,232 shares worth $107K. The position accounts for ﹤0.01% of the portfolio, ranked #1747.

Lazard Asset Management first reported a position in MSTR in Q2 2020 and has held it in 25 quarters since. The position peaked at $16.6M in Q2 2021. 852 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

  • Lazard Asset Management held 1,232 shares of Strategy Inc worth $107K as of Q2 2026.
  • Lazard Asset Management sold 850 Strategy Inc shares in Q2 2026, an estimated $123K.
  • Strategy Inc made up ﹤0.01% of Lazard Asset Management's portfolio in Q2 2026, its #1747 holding.
  • Lazard Asset Management first reported a position in Strategy Inc in Q2 2020 and has held it in 25 quarters since.
  • Lazard Asset Management's Strategy Inc position peaked at $16.6M in Q2 2021.
  • 852 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Lazard Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.