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 Q3	$787K	Sell	5,139 -1,000	-16%	-$116K	0.33%	43
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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 24.61% 1-Year Est. Return

LCM Capital Management's MSTR Position: Q3 2026 in Review

LCM Capital Management reduced its Strategy Inc (MSTR) stake by 16% in Q3 2026, selling an estimated $116K and leaving 5,139 shares worth $787K. The position accounts for 0.33% of the portfolio, ranked #43.

LCM Capital Management first reported a position in MSTR in Q1 2021 and has held it in 23 quarters since. The position peaked at $3.86M in Q1 2024. 515 funds tracked by Wall St. Rank hold MSTR as of Q3 2026.

LCM Capital Management held 5,139 shares of Strategy Inc worth $787K as of Q3 2026.
LCM Capital Management sold 1,000 Strategy Inc shares in Q3 2026, an estimated $116K.
Strategy Inc made up 0.33% of LCM Capital Management's portfolio in Q3 2026, its #43 holding.
LCM Capital Management first reported a position in Strategy Inc in Q1 2021 and has held it in 23 quarters since.
LCM Capital Management's Strategy Inc position peaked at $3.86M in Q1 2024.
515 funds tracked by Wall St. Rank held Strategy Inc as of Q3 2026.

Based on LCM Capital Management's 13F filing for Q3 2026, filed 20 Oct 2026.