Position in MSTR
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$2,496,000
-$544,519 QoQ
Shares Held
20,000
-0.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MSTR Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026GM Advisory Group, LLC holds $16,632,914 across 10 Software - Application names. MSTR ranks #3 (15.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
66,011 | $4,748,171 | |
| 2 | SHOP |
Shopify Inc.
|
29,355 | $3,482,090 | |
| 3 | MSTR |
Strategy Inc
This page
|
20,000 | $2,496,000 | |
| 4 | NOW |
ServiceNow, Inc.
|
16,355 | $1,709,915 | |
| 5 | INTU |
Intuit Inc.
|
3,368 | $1,456,255 | |
| 6 | ADP |
Automatic Data Processing Inc
|
4,992 | $1,014,274 | |
| 7 | ADBE |
Adobe Inc.
|
3,038 | $738,477 | |
| 8 | CRM |
Salesforce, Inc.
|
3,185 | $594,543 |
All Filings in MSTR
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,496,000 | 20,000 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $3,040,519 | 20,010 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||