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	$499K	Buy	+4,000	New	+$572K	0.02%	647
2025 Q4	–	Sell	-126	Closed	-$2.35M	–	846
2025 Q3	$2.35M	Sell	126 -2	-2%	-$742	0.12%	159
2025 Q2	$3.42M	Hold	128	–	–	0.2%	100
2025 Q1	$2.18M	Buy	128 +102	+392%	+$32.4K	0.14%	142
2024 Q4	$1.69M	Sell	26 -6,474	-100%	-$1.95M	0.11%	173
2024 Q3	$863K	Buy	6,500 +1,500	+30%	+$214K	0.05%	336
2024 Q2	$423K	Buy	+5,000	New	+$720K	0.03%	408

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

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.