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McIlrath & Eck’s Strategy Inc MSTR Stock Holding History

McIlrath & Eck’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 		$7.98K Hold
64
– – ﹤0.01% 1108
2025
Q4 		$9.72K Sell
64
-603
-90% -$139K ﹤0.01% 658
2025
Q3 		$215K Sell
667
-579
-46% -$215K 0.02% 140
2025
Q2 		$504K Buy
1,246
+46
+4% +$16.8K 0.06% 79
2025
Q1 		$346K Hold
1,200
– – 0.04% 95
2024
Q4 		$348K Buy
+1,200
New +$361K 0.04% 92

Other funds holding MSTR

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

McIlrath & Eck's MSTR Position: Q1 2026 in Review

McIlrath & Eck held its Strategy Inc (MSTR) position steady in Q1 2026 at 64 shares worth $7.98K. The position accounts for ﹤0.01% of the portfolio, ranked #1108.

McIlrath & Eck first reported a position in MSTR in Q4 2024 and has held it in 6 quarters since. The position peaked at $504K in Q2 2025. 942 funds tracked by Wall St. Rank hold MSTR as of Q1 2026.

  • McIlrath & Eck held 64 shares of Strategy Inc worth $7.98K as of Q1 2026.
  • McIlrath & Eck left its Strategy Inc share count unchanged in Q1 2026.
  • Strategy Inc made up ﹤0.01% of McIlrath & Eck's portfolio in Q1 2026, its #1108 holding.
  • McIlrath & Eck first reported a position in Strategy Inc in Q4 2024 and has held it in 6 quarters since.
  • McIlrath & Eck's Strategy Inc position peaked at $504K in Q2 2025.
  • 942 funds tracked by Wall St. Rank held Strategy Inc as of Q1 2026.

Based on McIlrath & Eck's 13F filing for Q1 2026, filed 19 May 2026.