LP
MSTR icon

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
Q1 		$468M Buy
3,748,100
+435,100
+13% +$62.2M 1.03% 7
2025
Q4 		$503M Buy
3,313,000
+44,800
+1% +$10.3M 0.95% 4
2025
Q3 		$1.05B Buy
3,268,200
+201,200
+7% +$74.6M 4.64% 3
2025
Q2 		$1.24B Buy
3,067,000
+794,500
+35% +$289M 8.87% 1
2025
Q1 		$655M Buy
2,272,500
+107,900
+5% +$34.3M 6.13% 1
2024
Q4 		$627M Buy
2,164,600
+36,000
+2% +$10.8M 5.27% 1
2024
Q3 		$359M Buy
2,128,600
+298,600
+16% +$42.7M 2.86% 5
2024
Q2 		$252M Buy
1,830,000
+86,000
+5% +$12.4M 2.13% 4
2024
Q1 		$297M Buy
+1,744,000
New +$159M 3.02% 3

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

LMR Partners's MSTR Position: Q1 2026 in Review

LMR Partners reduced its Strategy Inc (MSTR) stake by 33% in Q1 2026, selling an estimated $19.6M and leaving 278,042 shares worth $34.7M. The position accounts for 0.08% of the portfolio, ranked #139.

LMR Partners first reported a position in MSTR in Q3 2024 and has held it in 7 quarters since. The position peaked at $107M in Q3 2025. 937 funds tracked by Wall St. Rank hold MSTR as of Q1 2026.

  • LMR Partners held 278,042 shares of Strategy Inc worth $34.7M as of Q1 2026.
  • LMR Partners sold 136,910 Strategy Inc shares in Q1 2026, an estimated $19.6M.
  • Strategy Inc made up 0.08% of LMR Partners's portfolio in Q1 2026, its #139 holding.
  • LMR Partners first reported a position in Strategy Inc in Q3 2024 and has held it in 7 quarters since.
  • LMR Partners's Strategy Inc position peaked at $107M in Q3 2025.
  • 937 funds tracked by Wall St. Rank held Strategy Inc as of Q1 2026.

Based on LMR Partners's 13F filing for Q1 2026, filed 15 May 2026.