Position in MSTR
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$1,381,536
+$853,511 QoQ
Shares Held
11,070
+218.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MSTR Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026AMG National Trust Bank holds $10,811,306 across 9 Software - Application names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
11,625 | $2,603,418 | |
| 2 | CRM |
Salesforce, Inc.
|
13,187 | $2,065,874 | |
| 3 | ADBE |
Adobe Inc.
|
6,869 | $1,408,280 | |
| 4 | PAYX |
Paychex Inc
|
14,206 | $1,396,874 | |
| 5 | NOW |
ServiceNow, Inc.
|
13,613 | $1,351,498 | |
| 6 | INTU |
Intuit Inc.
|
4,777 | $1,246,797 | |
| 7 | UBER |
Uber Technologies, Inc
|
3,859 | $278,465 | |
| 8 | DT |
Dynatrace, Inc.
|
5,478 | $240,538 |
All Filings in MSTR
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,381,536 | 11,070 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $528,025 | 3,475 | Shares | Sole | 2026-01-30 | |
| No filing history on record for this holder in this stock. | ||||||