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Sunbelt Securities’s Strategy Inc MSTR Stock Holding History

Sunbelt 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 		$340K Buy
2,724
+630
+30% +$90.1K 0.02% 499
2025
Q4 		$318K Buy
2,094
+745
+55% +$172K 0.02% 518
2025
Q3 		$435K Buy
1,349
+915
+211% +$339K 0.03% 422
2025
Q2 		$126K Hold
434
– – 0.01% 713
2025
Q1 		$125K Hold
434
– – 0.01% 680
2024
Q4 		$131K Buy
434
+274
+171% +$82.4K 0.01% 695
2024
Q3 		$27K Hold
160
– – ﹤0.01% 1089
2024
Q2 		$22K Buy
+160
New +$23.1K ﹤0.01% 1109

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

Sunbelt Securities's MSTR Position: Q1 2026 in Review

Sunbelt Securities increased its Strategy Inc (MSTR) stake by 30% in Q1 2026, buying an estimated $90.1K and bringing the position to 2,724 shares worth $340K. The position accounts for 0.02% of the portfolio, ranked #499.

Sunbelt Securities first reported a position in MSTR in Q2 2024 and has held it in 8 quarters since. The position peaked at $435K in Q3 2025. 937 funds tracked by Wall St. Rank hold MSTR as of Q1 2026.

  • Sunbelt Securities held 2,724 shares of Strategy Inc worth $340K as of Q1 2026.
  • Sunbelt Securities bought 630 Strategy Inc shares in Q1 2026, an estimated $90.1K.
  • Strategy Inc made up 0.02% of Sunbelt Securities's portfolio in Q1 2026, its #499 holding.
  • Sunbelt Securities first reported a position in Strategy Inc in Q2 2024 and has held it in 8 quarters since.
  • Sunbelt Securities's Strategy Inc position peaked at $435K in Q3 2025.
  • 937 funds tracked by Wall St. Rank held Strategy Inc as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.