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SBI Securities’s Strategy Inc MSTR Stock Holding History

SBI Securities’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 		$4.1M Buy
32,889
+9,000
+38% +$1.29M 0.11% 102
2025
Q4 		$3.63M Sell
23,889
-8,988
-27% -$2.07M 0.09% 124
2025
Q3 		$10.6M Sell
32,877
-1,184
-3% -$439K 0.27% 66
2025
Q2 		$13.8M Sell
34,061
-2,589
-7% -$943K 0.4% 49
2025
Q1 		$10.6M Sell
36,650
-1,401
-4% -$445K 0.35% 54
2024
Q4 		$11M Buy
+38,051
New +$11.4M 0.34% 53

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

SBI Securities's MSTR Position: Q1 2026 in Review

SBI Securities increased its Strategy Inc (MSTR) stake by 38% in Q1 2026, buying an estimated $1.29M and bringing the position to 32,889 shares worth $4.1M. The position accounts for 0.11% of the portfolio, ranked #102.

SBI Securities first reported a position in MSTR in Q4 2024 and has held it in 6 quarters since. The position peaked at $13.8M in Q2 2025. 937 funds tracked by Wall St. Rank hold MSTR as of Q1 2026.

  • SBI Securities held 32,889 shares of Strategy Inc worth $4.1M as of Q1 2026.
  • SBI Securities bought 9,000 Strategy Inc shares in Q1 2026, an estimated $1.29M.
  • Strategy Inc made up 0.11% of SBI Securities's portfolio in Q1 2026, its #102 holding.
  • SBI Securities first reported a position in Strategy Inc in Q4 2024 and has held it in 6 quarters since.
  • SBI Securities's Strategy Inc position peaked at $13.8M in Q2 2025.
  • 937 funds tracked by Wall St. Rank held Strategy Inc as of Q1 2026.

Based on SBI Securities's 13F filing for Q1 2026, filed 28 Apr 2026.