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 		$1.06M Buy
8,500
+5,400
+174% +$772K ﹤0.01% 4124
2025
Q4 		$471K Buy
3,100
+1,100
+55% +$253K ﹤0.01% 4766
2025
Q3 		$644K Buy
+2,000
New +$742K ﹤0.01% 4410
2025
Q2 		– Sell
-1,000
Closed -$288K – 5646
2025
Q1 		$288K Buy
+1,000
New +$318K ﹤0.01% 4599

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.