WWM
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Western Wealth Management’s Strategy Inc MSTR Stock Holding History

Western Wealth Management’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 		$1.62M Sell
12,954
-1,476
-10% -$211K 0.06% 320
2025
Q4 		$2.19M Buy
14,430
+4
+0% +$921 0.1% 206
2025
Q3 		$4.65M Buy
14,426
+2,971
+26% +$1.1M 0.25% 84
2025
Q2 		$4.63M Buy
11,455
+9
+0.1% +$3.28K 0.27% 77
2025
Q1 		$3.3M Buy
11,446
+2,108
+23% +$669K 0.22% 93
2024
Q4 		$2.7M Buy
9,338
+1,161
+14% +$349K 0.18% 112
2024
Q3 		$1.38M Buy
8,177
+607
+8% +$86.8K 0.08% 252
2024
Q2 		$1.04M Buy
7,570
+1,300
+21% +$187K 0.08% 221
2024
Q1 		$1.07M Buy
6,270
+1,790
+40% +$163K 0.08% 220
2023
Q4 		$283K Buy
+4,480
New +$212K 0.02% 564

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

Western Wealth Management's MSTR Position: Q1 2026 in Review

Western Wealth Management reduced its Strategy Inc (MSTR) stake by 10% in Q1 2026, selling an estimated $211K and leaving 12,954 shares worth $1.62M. The position accounts for 0.06% of the portfolio, ranked #320.

Western Wealth Management first reported a position in MSTR in Q4 2023 and has held it in 10 quarters since. The position peaked at $4.65M in Q3 2025. 937 funds tracked by Wall St. Rank hold MSTR as of Q1 2026.

  • Western Wealth Management held 12,954 shares of Strategy Inc worth $1.62M as of Q1 2026.
  • Western Wealth Management sold 1,476 Strategy Inc shares in Q1 2026, an estimated $211K.
  • Strategy Inc made up 0.06% of Western Wealth Management's portfolio in Q1 2026, its #320 holding.
  • Western Wealth Management first reported a position in Strategy Inc in Q4 2023 and has held it in 10 quarters since.
  • Western Wealth Management's Strategy Inc position peaked at $4.65M in Q3 2025.
  • 937 funds tracked by Wall St. Rank held Strategy Inc as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.