Walser Wealth Management Company, A Ltd Liability Co
Position in MSTR — Strategy Inc
CIK 2112280
TAMPA, FL
Position in MSTR
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$641,717
-$145,771 QoQ
Shares Held
7,382
+17.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#415
of 863 holders
Holding Since
Dec 2025
3 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 Jun 30, 2026Walser Wealth Management Company, A Ltd Liability Co holds $993,575 across 2 Software - Application names. MSTR ranks #1 (64.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSTR |
Strategy Inc
This page
|
7,382 | $641,717 | |
| 2 | CRM |
Salesforce, Inc.
|
2,246 | $351,858 |
All Filings in MSTR
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $641,717 | 7,382 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $787,488 | 6,310 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $847,577 | 5,578 | Shares | Sole | 2026-02-23 | |
| No filing history on record for this holder in this stock. | ||||||