LPL Financial
MSTR icon

LPL Financial’s Strategy Inc MSTR Stock Holding History

LPL Financial’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 		$88.3M Buy
707,167
+91,290
+15% +$13.1M 0.02% 644
2025
Q4 		$93.6M Sell
615,877
-27,681
-4% -$6.37M 0.03% 574
2025
Q3 		$207M Sell
643,558
-7,645
-1% -$2.84M 0.06% 299
2025
Q2 		$263M Buy
651,203
+26,044
+4% +$9.49M 0.09% 215
2025
Q1 		$180M Buy
625,159
+103,745
+20% +$32.9M 0.07% 263
2024
Q4 		$151M Sell
521,414
-6,718
-1% -$2.02M 0.06% 280
2024
Q3 		$89M Buy
528,132
+32,542
+7% +$4.65M 0.04% 413
2024
Q2 		$68.3M Buy
495,590
+51,720
+12% +$7.45M 0.03% 465
2024
Q1 		$75.7M Buy
443,870
+34,850
+9% +$3.18M 0.04% 412
2023
Q4 		$25.8M Buy
409,020
+130,570
+47% +$6.19M 0.02% 759
2023
Q3 		$9.14M Buy
278,450
+31,050
+13% +$1.17M 0.01% 1215
2023
Q2 		$8.47M Sell
247,400
-6,000
-2% -$182K 0.01% 1227
2023
Q1 		$7.41M Buy
253,400
+3,230
+1% +$78.8K 0.01% 1266
2022
Q4 		$3.54M Sell
250,170
-22,370
-8% -$457K ﹤0.01% 1668
2022
Q3 		$5.79M Sell
272,540
-7,190
-3% -$180K 0.01% 1280
2022
Q2 		$4.6M Buy
279,730
+107,200
+62% +$3.1M ﹤0.01% 1470
2022
Q1 		$8.39M Buy
172,530
+31,880
+23% +$1.38M 0.01% 1099
2021
Q4 		$7.66M Sell
140,650
-4,100
-3% -$282K 0.01% 1180
2021
Q3 		$8.37M Buy
144,750
+9,440
+7% +$605K 0.01% 1061
2021
Q2 		$8.99M Buy
135,310
+42,350
+46% +$2.51M 0.01% 973
2021
Q1 		$6.31M Buy
92,960
+46,790
+101% +$3.31M 0.01% 1081
2020
Q4 		$1.79M Buy
+46,170
New +$1.08M ﹤0.01% 1736

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

LPL Financial's MSTR Position: Q1 2026 in Review

LPL Financial increased its Strategy Inc (MSTR) stake by 15% in Q1 2026, buying an estimated $13.1M and bringing the position to 707,167 shares worth $88.3M. The position accounts for 0.02% of the portfolio, ranked #644.

LPL Financial first reported a position in MSTR in Q4 2020 and has held it in 22 quarters since. The position peaked at $263M in Q2 2025. 937 funds tracked by Wall St. Rank hold MSTR as of Q1 2026.

  • LPL Financial held 707,167 shares of Strategy Inc worth $88.3M as of Q1 2026.
  • LPL Financial bought 91,290 Strategy Inc shares in Q1 2026, an estimated $13.1M.
  • Strategy Inc made up 0.02% of LPL Financial's portfolio in Q1 2026, its #644 holding.
  • LPL Financial first reported a position in Strategy Inc in Q4 2020 and has held it in 22 quarters since.
  • LPL Financial's Strategy Inc position peaked at $263M in Q2 2025.
  • 937 funds tracked by Wall St. Rank held Strategy Inc as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.