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Beaird Harris Wealth Management, LLC

SEC CIK
0001908938
Latest filing
Jul 8, 2026

MSTR holding history

Strategy Inc in every 13F filed by Beaird Harris Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

MSTR overviewAll 13F holders of MSTRFull Q2 2026 holdings

Shares (Q2 2026)
42,138
Value
$3.66M
% of portfolio
0.2%
Quarters held
17
Since Q2 2022
Holdings of MSTR by Beaird Harris Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202642,138$3.66M0.2%−3,347−7.4%ReducedHolders
Q1 202645,485$5.68M0.4%+29,351+181.9%AddedHolders
Q4 202516,134$2.45M0.2%+42+0.3%AddedHolders
Q3 202516,092$5.18M0.4%+320+2.0%AddedHolders
Q2 202515,772$6.38M0.5%+1,665+11.8%AddedHolders
Q1 202514,107$4.07M0.3%+4,807+51.7%AddedHolders
Q4 20249,300$2.69M0.2%+4,660+100.4%AddedHolders
Q3 20244,640$782.3K0.1%+790+20.5%AddedConverted for a 10-for-1 splitHolders
Q2 2024385$530.3K<0.1%+264+218.2%AddedHolders
Q1 2024121$206.3K<0.1%−51−29.7%ReducedHolders
Q4 2023172$108.6K<0.1%00.0%UnchangedHolders
Q3 2023172$56.5K<0.1%+135+364.9%AddedHolders
Q2 202337$12.7K<0.1%00.0%UnchangedHolders
Q1 202337$10.8K<0.1%00.0%UnchangedHolders
Q4 202237$5.24K<0.1%00.0%UnchangedHolders
Q3 202237$8.00K<0.1%00.0%UnchangedHolders
Q2 202237$6.00K<0.1%+37NewHolders