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Salomon & Ludwin’s Strategy Inc MSTR Stock Holding History

Salomon & Ludwin’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
Q2 		$15.5K Hold
166
– – ﹤0.01% 1333
2026
Q1 		$19.9K Buy
166
+3
+2% +$429 ﹤0.01% 1087
2025
Q4 		$26.8K Buy
163
+53
+48% +$12.2K ﹤0.01% 681
2025
Q3 		$38.7K Buy
+110
New +$40.8K ﹤0.01% 454

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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

Salomon & Ludwin's MSTR Position: Q2 2026 in Review

Salomon & Ludwin held its Strategy Inc (MSTR) position steady in Q2 2026 at 166 shares worth $15.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1333.

Salomon & Ludwin first reported a position in MSTR in Q3 2025 and has held it in 4 quarters since. The position peaked at $38.7K in Q3 2025. 851 funds tracked by Wall St. Rank hold MSTR as of Q2 2026.

  • Salomon & Ludwin held 166 shares of Strategy Inc worth $15.5K as of Q2 2026.
  • Salomon & Ludwin left its Strategy Inc share count unchanged in Q2 2026.
  • Strategy Inc made up ﹤0.01% of Salomon & Ludwin's portfolio in Q2 2026, its #1333 holding.
  • Salomon & Ludwin first reported a position in Strategy Inc in Q3 2025 and has held it in 4 quarters since.
  • Salomon & Ludwin's Strategy Inc position peaked at $38.7K in Q3 2025.
  • 851 funds tracked by Wall St. Rank held Strategy Inc as of Q2 2026.

Based on Salomon & Ludwin's 13F filing for Q2 2026, filed 7 Aug 2026.