MEANS INVESTMENT CO., INC.

Position in MSTR — Strategy Inc

CIK 701516 BANGOR, ME

Position in MSTR

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$291,650

-$102,094 QoQ

Shares Held

3,355

+6.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#543

of 862 holders

Holding Since

Sep 2021

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

MEANS INVESTMENT CO., INC. holds $7,841,045 across 7 Software - Application names. MSTR ranks #7 (3.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UBER	Uber Technologies, Inc	37,335	$2,694,093
2	CRM	Salesforce, Inc.	8,489	$1,329,886
3	SHOP	Shopify Inc.	11,217	$1,280,757
4	SNOW	Snowflake Inc.	3,696	$940,632
5	NOW	ServiceNow, Inc.	7,776	$772,001
6	ADBE	Adobe Inc.	2,595	$532,026
7	MSTR	Strategy Inc This page	3,355	$291,650

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$291,650	3,355	+6.3%	Shares	Sole	2026-08-14
2026-03-31	$393,744	3,155	+3.3%	Shares	Sole	2026-04-24
2025-12-31	$464,207	3,055	-3.6%	Shares	Sole	2026-01-26
2025-09-30	$1,020,761	3,168	-0.7%	Shares	Sole	2025-11-06
2025-06-30	$1,289,493	3,190	+0.4%	Shares	Sole	2025-07-25
2025-03-31	$916,122	3,178	+0.6%	Shares	Sole	2025-04-21
2024-12-31	$914,909	3,159	+2.2%	Shares	Sole	2025-01-24
2024-09-30	$521,311	3,092	+944.6%	Shares	Sole	2024-10-18
2024-06-30	$407,734	296	-12.7%	Shares	Sole	2024-07-19
2024-03-31	$577,845	339	-30.2%	Shares	Sole	2024-04-17
2022-03-31	$236,351	486	+3.4%	Shares	Sole	2022-04-26
2021-12-31	$255,910	470	+1.1%	Shares	Sole	2022-02-14
2021-09-30	$268,956	465	—	Shares	Sole	2021-11-12
No filing history on record for this holder in this stock.