AMG National Trust Bank Purchases 7,595 Shares of Strategy Inc $MSTR

Posted by Francis Steltz on Jul 16th, 2026

AMG National Trust Bank raised its position in shares of Strategy Inc (NASDAQ:MSTR – Free Report) by 218.6% in the 1st quarter, HoldingsChannel.com reports. The institutional investor owned 11,070 shares of the software maker’s stock after purchasing an additional 7,595 shares during the quarter. AMG National Trust Bank’s holdings in Strategy were worth $1,382,000 at the end of the most recent reporting period.

A number of other large investors have also added to or reduced their stakes in the company. Capital International Investors raised its holdings in shares of Strategy by 37.3% during the 4th quarter. Capital International Investors now owns 20,614,868 shares of the software maker’s stock worth $3,132,460,000 after acquiring an additional 5,600,573 shares in the last quarter. Vanguard Group Inc. raised its stake in Strategy by 21.0% during the fourth quarter. Vanguard Group Inc. now owns 24,062,886 shares of the software maker’s stock valued at $3,656,356,000 after purchasing an additional 4,178,611 shares in the last quarter. Amundi lifted its position in Strategy by 373.7% during the fourth quarter. Amundi now owns 4,790,702 shares of the software maker’s stock valued at $727,947,000 after purchasing an additional 3,779,340 shares during the last quarter. Norges Bank purchased a new position in shares of Strategy in the 4th quarter worth $536,140,000. Finally, Capital Research Global Investors grew its stake in shares of Strategy by 66.7% in the 4th quarter. Capital Research Global Investors now owns 7,008,535 shares of the software maker’s stock worth $1,064,963,000 after buying an additional 2,803,277 shares in the last quarter. Institutional investors own 59.84% of the company’s stock.

Key Strategy News

Here are the key news stories impacting Strategy this week:

Positive Sentiment: CEO Phong Le said Strategy’s debt is only at risk if Bitcoin falls dramatically, easing fears about near-term balance-sheet stress and reinforcing the company’s liquidity position.
Positive Sentiment: The company raised about $467 million through share sales and increased its U.S. dollar reserve to $3 billion, which investors view as a stronger buffer for preferred dividends and interest payments.
Positive Sentiment: Bitcoin’s rebound also helped sentiment, since MSTR remains highly leveraged to BTC price moves and tends to trade with the crypto market.
Neutral Sentiment: Strategy also unveiled a Bitcoin Banking Adoption Index, part of a broader effort to position itself as more than just a treasury buyer of Bitcoin. Article Title
Neutral Sentiment: Several commentary pieces noted that Strategy is adjusting its approach to buying and selling Bitcoin, which may reduce volatility concerns but also signals a departure from its prior “never sell” stance. Article Title
Negative Sentiment: Some articles highlighted that Strategy paused new Bitcoin purchases and sold a portion of its holdings to build cash, which could disappoint investors who want maximum BTC exposure.
Negative Sentiment: The stock remains very volatile and still trades far below prior highs, so any renewed drop in Bitcoin or concern about dilution could pressure shares again.

Strategy Stock Performance

Shares of NASDAQ:MSTR opened at $97.47 on Thursday. The company has a market capitalization of $34.16 billion, a price-to-earnings ratio of -2.43 and a beta of 3.54. Strategy Inc has a 12 month low of $81.81 and a 12 month high of $457.22. The firm’s 50-day moving average is $129.52 and its 200 day moving average is $140.11. The company has a current ratio of 6.05, a quick ratio of 6.05 and a debt-to-equity ratio of 0.22.

Strategy (NASDAQ:MSTR – Get Free Report) last announced its quarterly earnings data on Tuesday, May 5th. The software maker reported ($38.25) earnings per share (EPS) for the quarter, missing the consensus estimate of ($0.86) by ($37.39). Strategy had a negative return on equity of 26.97% and a negative net margin of 2,482.01%.The firm had revenue of $124.30 million during the quarter, compared to the consensus estimate of $120.75 million. During the same period in the previous year, the business earned ($16.49) EPS. The firm’s revenue for the quarter was up 11.9% on a year-over-year basis. Research analysts predict that Strategy Inc will post 57.47 EPS for the current year.

Analyst Ratings Changes

MSTR has been the topic of several recent research reports. Monness Crespi & Hardt restated a “neutral” rating on shares of Strategy in a research report on Tuesday, June 2nd. Citigroup reiterated a “buy” rating and issued a $136.00 price target (down from $260.00) on shares of Strategy in a research report on Tuesday, June 30th. Cantor Fitzgerald reissued an “overweight” rating on shares of Strategy in a research note on Monday, June 15th. TD Cowen decreased their price objective on Strategy from $400.00 to $260.00 and set a “buy” rating on the stock in a research report on Tuesday, June 30th. Finally, Mizuho lowered their price objective on Strategy from $265.00 to $213.00 and set an “outperform” rating for the company in a research note on Tuesday, July 7th. Two equities research analysts have rated the stock with a Strong Buy rating, eleven have assigned a Buy rating and four have given a Hold rating to the stock. According to MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $266.31.

Check Out Our Latest Stock Analysis on Strategy

Insiders Place Their Bets

In related news, CFO Andrew Kang sold 1,949 shares of the business’s stock in a transaction on Tuesday, June 9th. The stock was sold at an average price of $123.84, for a total transaction of $241,364.16. Following the completion of the transaction, the chief financial officer owned 71,044 shares in the company, valued at $8,798,088.96. The trade was a 2.67% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, CEO Phong Le acquired 11,000 shares of the business’s stock in a transaction on Monday, June 22nd. The stock was acquired at an average cost of $90.80 per share, for a total transaction of $998,800.00. Following the transaction, the chief executive officer directly owned 11,000 shares in the company, valued at $998,800. The trade was a ∞ increase in their ownership of the stock. The SEC filing for this purchase provides additional information. In the last three months, insiders have bought 11,166 shares of company stock valued at $1,014,265 and have sold 185,522 shares valued at $24,141,247. 6.49% of the stock is currently owned by company insiders.

Strategy Profile

(Free Report)

Strategy, formerly known as MicroStrategy, Incorporated (NASDAQ: MSTR) is a global provider of enterprise analytics and mobility software. The company’s flagship platform offers business intelligence, data discovery, and advanced visualizations that enable organizations to analyze large volumes of data and deliver actionable insights. In addition to traditional on-premises deployments, Strategy provides a range of cloud-based services and managed offerings that allow customers to leverage the power of its analytics tools without managing complex infrastructure.

Founded in 1989 by Michael J.