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LMR Partners’s Strategy Inc MSTR Stock Holding History

LMR Partners’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 		$15.7M Sell
180,681
-97,361
-35% -$14.1M 0.06% 294
2026
Q1 		$34.7M Sell
278,042
-136,910
-33% -$19.6M 0.08% 139
2025
Q4 		$63.1M Buy
414,952
+81,836
+25% +$18.8M 0.12% 77
2025
Q3 		$107M Buy
333,116
+241,434
+263% +$89.6M 0.47% 31
2025
Q2 		$37.1M Sell
91,682
-16,446
-15% -$5.99M 0.27% 76
2025
Q1 		$31.2M Buy
108,128
+56,206
+108% +$17.8M 0.29% 89
2024
Q4 		$15M Buy
51,922
+36,922
+246% +$11.1M 0.13% 164
2024
Q3 		$2.53M Buy
+15,000
New +$2.14M 0.02% 544

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

LMR Partners's MSTR Position: Q2 2026 in Review

LMR Partners reduced its Strategy Inc (MSTR) stake by 35% in Q2 2026, selling an estimated $14.1M and leaving 180,681 shares worth $15.7M. The position accounts for 0.06% of the portfolio, ranked #294.

LMR Partners first reported a position in MSTR in Q3 2024 and has held it in 8 quarters since. The position peaked at $107M in Q3 2025. 852 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

  • LMR Partners held 180,681 shares of Strategy Inc worth $15.7M as of Q2 2026.
  • LMR Partners sold 97,361 Strategy Inc shares in Q2 2026, an estimated $14.1M.
  • Strategy Inc made up 0.06% of LMR Partners's portfolio in Q2 2026, its #294 holding.
  • LMR Partners first reported a position in Strategy Inc in Q3 2024 and has held it in 8 quarters since.
  • LMR Partners's Strategy Inc position peaked at $107M in Q3 2025.
  • 852 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on LMR Partners's 13F filing for Q2 2026, filed 14 Aug 2026.