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Strategy shares owned by Birch Financial Group

Quarter-by-quarter ownership of Strategy (GOLY) shares owned by Birch Financial Group from 13F filings

Historical chart of Birch Financial Group investment in Strategy

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All positions including Strategy held by Birch Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Strategy by Birch Financial Group

Quarter filed Position value Share count Share price at filing
2026-09-30 $315k 13k 24.27
2026-06-30 $299k 12k 25.15
2026-03-31 $354k 12k 29.45
2025-12-31 $343k 9.8k 34.95

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American Express Company M (AXP)
Vanguard S&p 500 Etf P 500 Etf Shs (VOO)
Berkshire Hathaway A (BRK.A)
Apple Inc. - M (AAPL)
Vanguard FTSE Developed Markets ETF N Ftse Dev Mkt (VEA)
Microsoft Corporation - M (MSFT)
Ameriprise Financial M (AMP)
Ishares Core S&p Small-cap Etf Re S&p Scp Etf (IJR)
Berkshire Hathaway Class Class B B New (BRK.B)
Phillips 66 M (PSX)
General Dynamics Corporation M (GD)
Home Depot M (HD)
Johnson & Johnson M (JNJ)
Goldman Sachs Group M (GS)
Amazon.com, Inc. - M (AMZN)

View all positions for Birch Financial Group

Top funds holding Strategy

LPL Financial
ODonnell Financial Services
Cambridge Investment Research Advisors
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Private Advisor
Susquehanna International
Hrt Financial
Moors & Cabot
Advisor Group Holdings
Steward Partners Investment Advisory
Goss Wealth Management
Virtu Financial
Envestnet Asset Management
Worth Asset Management
Citadel Advisors

View all funds holding Strategy