Position in MSTR
as of Mar 31, 2026
· filed Jun 18, 2026
Position Value
$1,616,659
-$575,979 QoQ
Shares Held
12,954
-10.2% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MSTR Over Time
Shares Held
Position Value (USD)
Derivatives in MSTR
reported options exposure · as of Mar 31, 2026CallValue
$499,200
CallShares
4,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Software - Application
Technology · as of Mar 31, 2026Western Wealth Management, LLC holds $17,160,986 across 50 Software - Application names. MSTR ranks #4 (9.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
45,949 | $3,305,111 | |
| 2 | CRM |
Salesforce, Inc.
|
14,663 | $2,737,141 | |
| 3 | NOW |
ServiceNow, Inc.
|
19,660 | $2,055,452 | |
| 4 | MSTR |
Strategy Inc
This page
|
12,954 | $1,616,659 | |
| 5 | INTU |
Intuit Inc.
|
2,901 | $1,254,334 | |
| 6 | PAYX |
Paychex Inc
|
12,749 | $1,174,437 | |
| 7 | SSNC |
SS&C Technologies Holdings Inc
|
13,741 | $928,479 | |
| 8 | ADBE |
Adobe Inc.
|
3,788 | $920,786 |
All Filings in MSTR
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,616,659 | 12,954 | Shares | Sole | 2026-05-19 | |
| 2026-03-31 | $499,200 | 4,000 | Call | Sole | 2026-06-18 | |
| 2025-12-31 | $2,192,638 | 14,430 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $4,648,201 | 14,426 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $4,630,454 | 11,455 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $3,299,538 | 11,446 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $2,704,471 | 9,338 | Shares | Sole | 2025-04-16 | |
| 2024-09-30 | $1,378,642 | 8,177 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $104,275 | 757 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $106,875 | 627 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $28,296 | 448 | Shares | Sole | 2024-01-31 | |
| No filing history on record for this holder in this stock. | ||||||