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LBMC Investment Advisors’s Strategy Inc MSTR Stock Holding History

LBMC Investment 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
Q2 		– Sell
-1,858
Closed -$232K – 254
2026
Q1 		$232K Buy
1,858
+18
+1% +$2.57K 0.01% 216
2025
Q4 		$280K Sell
1,840
-51
-3% -$11.7K 0.02% 193
2025
Q3 		$609K Buy
+1,891
New +$702K 0.04% 131

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

LBMC Investment Advisors's MSTR Position: Q2 2026 in Review

LBMC Investment Advisors sold out of Strategy Inc (MSTR) in Q2 2026, closing a stake of 1,858 shares — an estimated $232K sold.

LBMC Investment Advisors first reported a position in MSTR in Q3 2025 and held it in 3 quarters. The position peaked at $609K in Q3 2025. 851 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

  • LBMC Investment Advisors reported no remaining Strategy Inc position as of Q2 2026 after selling out during the quarter.
  • LBMC Investment Advisors sold 1,858 Strategy Inc shares in Q2 2026, an estimated $232K.
  • LBMC Investment Advisors first reported a position in Strategy Inc in Q3 2025 and held it in 3 quarters.
  • LBMC Investment Advisors's Strategy Inc position peaked at $609K in Q3 2025.
  • 851 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on LBMC Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.