Means Investment Company’s Strategy Inc MSTR Stock Holding History

Means Investment Company’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	$394K	Buy	3,155 +100	+3%	+$14.3K	0.03%	141
2025 Q4	$464K	Sell	3,055 -113	-4%	-$26K	0.04%	128
2025 Q3	$1.02M	Sell	3,168 -22	-0.7%	-$8.16K	0.09%	90
2025 Q2	$1.29M	Buy	3,190 +12	+0.4%	+$4.37K	0.12%	80
2025 Q1	$916K	Buy	3,178 +19	+0.6%	+$6.03K	0.1%	91
2024 Q4	$915K	Buy	3,159 +67	+2%	+$20.2K	0.1%	100
2024 Q3	$521K	Buy	3,092 +132	+4%	+$18.9K	0.06%	122
2024 Q2	$407K	Sell	2,960 -430	-13%	-$62K	0.05%	136
2024 Q1	$577K	Buy	+3,390	New	+$309K	0.07%	122
2022 Q2	–	Sell	-4,860	Closed	-$236K	–	196
2022 Q1	$236K	Buy	4,860 +160	+3%	+$6.93K	0.04%	175
2021 Q4	$256K	Buy	4,700 +50	+1%	+$3.44K	0.05%	171
2021 Q3	$269K	Buy	+4,650	New	+$298K	0.05%	156

Other funds holding MSTR

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Means Investment Company's MSTR Position: Q1 2026 in Review

Means Investment Company increased its Strategy Inc (MSTR) stake by 3.3% in Q1 2026, buying an estimated $14.3K and bringing the position to 3,155 shares worth $394K. The position accounts for 0.03% of the portfolio, ranked #141.

Means Investment Company first reported a position in MSTR in Q3 2021 and has held it in 12 quarters since. The position peaked at $1.29M in Q2 2025. 937 funds tracked by Wall St. Rank hold MSTR as of Q1 2026.

Means Investment Company held 3,155 shares of Strategy Inc worth $394K as of Q1 2026.
Means Investment Company bought 100 Strategy Inc shares in Q1 2026, an estimated $14.3K.
Strategy Inc made up 0.03% of Means Investment Company's portfolio in Q1 2026, its #141 holding.
Means Investment Company first reported a position in Strategy Inc in Q3 2021 and has held it in 12 quarters since.
Means Investment Company's Strategy Inc position peaked at $1.29M in Q2 2025.
937 funds tracked by Wall St. Rank held Strategy Inc as of Q1 2026.

Based on Means Investment Company's 13F filing for Q1 2026, filed 24 Apr 2026.