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 		$1.07M Sell
7,000
-27,600
-80% -$3.19M ﹤0.01% 4437
2026
Q2 		$3.01M Buy
34,600
+26,100
+307% +$3.79M ﹤0.01% 3298
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 $483B AUM 27.72% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 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. 843 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.
  • 843 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.