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
Q3 		$112M Sell
734,209
-5,433
-0.7% -$629K 0.02% 621
2026
Q2 		$64.3M Buy
739,642
+32,475
+5% +$4.71M 0.01% 882
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 		$5.78M 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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Natixis
Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 24.61% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

LPL Financial's MSTR Position: Q3 2026 in Review

LPL Financial reduced its Strategy Inc (MSTR) stake by 0.73% in Q3 2026, selling an estimated $629K and leaving 734,209 shares worth $112M. The position accounts for 0.02% of the portfolio, ranked #621.

LPL Financial first reported a position in MSTR in Q4 2020 and has held it in 24 quarters since. The position peaked at $263M in Q2 2025. 515 funds tracked by Wall St. Rank hold MSTR as of Q3 2026.

  • LPL Financial held 734,209 shares of Strategy Inc worth $112M as of Q3 2026.
  • LPL Financial sold 5,433 Strategy Inc shares in Q3 2026, an estimated $629K.
  • Strategy Inc made up 0.02% of LPL Financial's portfolio in Q3 2026, its #621 holding.
  • LPL Financial first reported a position in Strategy Inc in Q4 2020 and has held it in 24 quarters since.
  • LPL Financial's Strategy Inc position peaked at $263M in Q2 2025.
  • 515 funds tracked by Wall St. Rank held Strategy Inc as of Q3 2026.

Based on LPL Financial's 13F filing for Q3 2026, filed 6 Nov 2026.