LCM Capital Management’s Strategy Inc MSTR Stock Holding History

LCM Capital 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	$534K	Sell	6,139 -2,000	-25%	-$290K	0.23%	54
2026 Q1	$1.02M	Hold	8,139	–	–	0.51%	31
2025 Q4	$1.24M	Buy	8,139 +3,048	+60%	+$702K	0.6%	27
2025 Q3	$1.64M	Buy	5,091 +450	+10%	+$167K	0.79%	24
2025 Q2	$1.88M	Hold	4,641	–	–	0.97%	19
2025 Q1	$1.34M	Hold	4,641	–	–	0.79%	23
2024 Q4	$1.34M	Sell	4,641 -17,989	-79%	-$5.41M	0.76%	23
2024 Q3	$3.82M	Hold	22,630	–	–	2.19%	9
2024 Q2	$3.12M	Hold	22,630	–	–	1.94%	11
2024 Q1	$3.86M	Buy	22,630 +20	+0.1%	+$1.82K	2.49%	9
2023 Q4	$1.43M	Hold	22,610	–	–	1.03%	17
2023 Q3	$742K	Buy	22,610 +80	+0.4%	+$3.01K	0.61%	32
2023 Q2	$771K	Hold	22,530	–	–	0.63%	31
2023 Q1	$659K	Hold	22,530	–	–	0.58%	36
2022 Q4	$319K	Hold	22,530	–	–	0.31%	48
2022 Q3	$478K	Hold	22,530	–	–	0.5%	37
2022 Q2	$370K	Hold	22,530	–	–	0.36%	47
2022 Q1	$1.1M	Hold	22,530	–	–	0.88%	18
2021 Q4	$1.23M	Buy	22,530 +30	+0.1%	+$2.06K	0.95%	16
2021 Q3	$1.3M	Hold	22,500	–	–	1.1%	14
2021 Q2	$1.5M	Buy	22,500 +10,500	+88%	+$621K	1.24%	12
2021 Q1	$815K	Buy	+12,000	New	+$848K	0.73%	20

Other funds holding MSTR

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

LCM Capital Management's MSTR Position: Q2 2026 in Review

LCM Capital Management reduced its Strategy Inc (MSTR) stake by 25% in Q2 2026, selling an estimated $290K and leaving 6,139 shares worth $534K. The position accounts for 0.23% of the portfolio, ranked #54.

LCM Capital Management first reported a position in MSTR in Q1 2021 and has held it in 22 quarters since. The position peaked at $3.86M in Q1 2024. 852 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

LCM Capital Management held 6,139 shares of Strategy Inc worth $534K as of Q2 2026.
LCM Capital Management sold 2,000 Strategy Inc shares in Q2 2026, an estimated $290K.
Strategy Inc made up 0.23% of LCM Capital Management's portfolio in Q2 2026, its #54 holding.
LCM Capital Management first reported a position in Strategy Inc in Q1 2021 and has held it in 22 quarters since.
LCM Capital Management's Strategy Inc position peaked at $3.86M in Q1 2024.
852 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on LCM Capital Management's 13F filing for Q2 2026, filed 30 Jul 2026.