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 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 $427B AUM 29.17% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

LCM Capital Management's MSTR Position: Q1 2026 in Review

LCM Capital Management held its Strategy Inc (MSTR) position steady in Q1 2026 at 8,139 shares worth $1.02M. The position accounts for 0.51% of the portfolio, ranked #31.

LCM Capital Management first reported a position in MSTR in Q1 2021 and has held it in 21 quarters since. The position peaked at $3.86M in Q1 2024. 937 funds tracked by Wall St. Rank hold MSTR as of Q1 2026.

LCM Capital Management held 8,139 shares of Strategy Inc worth $1.02M as of Q1 2026.
LCM Capital Management left its Strategy Inc share count unchanged in Q1 2026.
Strategy Inc made up 0.51% of LCM Capital Management's portfolio in Q1 2026, its #31 holding.
LCM Capital Management first reported a position in Strategy Inc in Q1 2021 and has held it in 21 quarters since.
LCM Capital Management's Strategy Inc position peaked at $3.86M in Q1 2024.
937 funds tracked by Wall St. Rank held Strategy Inc as of Q1 2026.

Based on LCM Capital Management's 13F filing for Q1 2026, filed 21 Apr 2026.