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Legacy Wealth Management (Idaho)’s Strategy Inc MSTR Stock Holding History

Legacy Wealth Management (Idaho)’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 		$287K Buy
2,303
+875
+61% +$125K 0.14% 93
2025
Q4 		$217K Sell
1,428
-6,054
-81% -$1.39M 0.1% 98
2025
Q3 		$2.41M Buy
7,482
+671
+10% +$249K 1.09% 19
2025
Q2 		$2.75M Sell
6,811
-1,413
-17% -$515K 1.43% 15
2025
Q1 		$2.37M Buy
8,224
+760
+10% +$241K 1.68% 17
2024
Q4 		$2.44M Buy
+7,464
New +$2.25M 1.56% 19

Other funds holding MSTR

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Legacy Wealth Management (Idaho)'s MSTR Position: Q1 2026 in Review

Legacy Wealth Management (Idaho) increased its Strategy Inc (MSTR) stake by 61% in Q1 2026, buying an estimated $125K and bringing the position to 2,303 shares worth $287K. The position accounts for 0.14% of the portfolio, ranked #93.

Legacy Wealth Management (Idaho) first reported a position in MSTR in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.75M in Q2 2025. 937 funds tracked by Wall St. Rank hold MSTR as of Q1 2026.

  • Legacy Wealth Management (Idaho) held 2,303 shares of Strategy Inc worth $287K as of Q1 2026.
  • Legacy Wealth Management (Idaho) bought 875 Strategy Inc shares in Q1 2026, an estimated $125K.
  • Strategy Inc made up 0.14% of Legacy Wealth Management (Idaho)'s portfolio in Q1 2026, its #93 holding.
  • Legacy Wealth Management (Idaho) first reported a position in Strategy Inc in Q4 2024 and has held it in 6 quarters since.
  • Legacy Wealth Management (Idaho)'s Strategy Inc position peaked at $2.75M in Q2 2025.
  • 937 funds tracked by Wall St. Rank held Strategy Inc as of Q1 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q1 2026, filed 7 May 2026.