Los Angeles Capital Management’s Strategy Inc MSTR Stock Holding History

Los Angeles 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 Q2	$7.07M	Buy	81,333 +80,108	+6,539%	+$11.6M	0.03%	366
2026 Q1	$153K	Sell	1,225 -59,797	-98%	-$8.55M	﹤0.01%	1214
2025 Q4	$15.5M	Buy	61,022 +59,173	+3,200%	+$13.6M	0.05%	195
2025 Q3	$596K	Buy	1,849 +585	+46%	+$217K	﹤0.01%	872
2025 Q2	$511K	Buy	1,264 +264	+26%	+$96.2K	﹤0.01%	852
2025 Q1	$288K	Buy	1,000 +90	+10%	+$28.6K	﹤0.01%	904
2024 Q4	$264K	Buy	+910	New	+$274K	﹤0.01%	976
2022 Q3	–	Sell	-12,460	Closed	-$205K	–	1328
2022 Q2	$205K	Sell	12,460 -280	-2%	-$8.1K	﹤0.01%	1261
2022 Q1	$620K	Sell	12,740 -7,360	-37%	-$319K	﹤0.01%	948
2021 Q4	$1.09M	Sell	20,100 -460	-2%	-$31.6K	﹤0.01%	699
2021 Q3	$1.19M	Sell	20,560 -1,780	-8%	-$114K	0.01%	694
2021 Q2	$1.48M	Buy	22,340 +17,360	+349%	+$1.03M	0.01%	682
2021 Q1	$338K	Sell	4,980 -22,800	-82%	-$1.61M	﹤0.01%	1391
2020 Q4	$1.08M	Sell	27,780 -16,480	-37%	-$385K	﹤0.01%	912
2020 Q3	$666K	Sell	44,260 -1,000	-2%	-$13.5K	﹤0.01%	975
2020 Q2	$535K	Hold	45,260	–	–	﹤0.01%	1094
2020 Q1	$535K	Buy	45,260 +6,960	+18%	+$94.5K	﹤0.01%	886
2019 Q4	$546K	Buy	+38,300	New	+$570K	﹤0.01%	994
2019 Q1	–	Sell	-35,100	Closed	-$448K	–	1412
2018 Q4	$448K	Buy	+35,100	New	+$445K	﹤0.01%	994

Other funds holding MSTR

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Los Angeles Capital Management's MSTR Position: Q2 2026 in Review

Los Angeles Capital Management increased its Strategy Inc (MSTR) stake by 6,539% in Q2 2026, buying an estimated $11.6M and bringing the position to 81,333 shares worth $7.07M. The position accounts for 0.03% of the portfolio, ranked #366.

Los Angeles Capital Management first reported a position in MSTR in Q4 2018 and has held it in 19 quarters since. The position peaked at $15.5M in Q4 2025. 853 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

Los Angeles Capital Management held 81,333 shares of Strategy Inc worth $7.07M as of Q2 2026.
Los Angeles Capital Management bought 80,108 Strategy Inc shares in Q2 2026, an estimated $11.6M.
Strategy Inc made up 0.03% of Los Angeles Capital Management's portfolio in Q2 2026, its #366 holding.
Los Angeles Capital Management first reported a position in Strategy Inc in Q4 2018 and has held it in 19 quarters since.
Los Angeles Capital Management's Strategy Inc position peaked at $15.5M in Q4 2025.
853 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Los Angeles Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.