Beaumont Financial Advisors »

MicroStrategy Incorporated shares owned by Beaumont Financial Advisors

Quarter-by-quarter ownership of MicroStrategy Incorporated (MSTR) shares owned by Beaumont Financial Advisors from 13F filings

Historical chart of Beaumont Financial Advisors investment in MicroStrategy Incorporated

Tip: Access up to 7 years of quarterly data

All positions including MicroStrategy Incorporated held by Beaumont Financial Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in MicroStrategy Incorporated by Beaumont Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $219k 681 322.13
2025-06-30 $260k 644 404.13

More positions owned by Beaumont Financial Advisors

Apple Stock (AAPL)
Microsoft Corp Stock (MSFT)
Ishares Core S&p 500 Etf Etf (IVV)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)
Strategas Macro Thematic Opportunities Etf Etf (SAMT)
Fidelity Wise Origin Bitcoin Fund Etf (FBTC)
Nvidia Corporation Stock (NVDA)
Jpmorgan Equity Focus Etf Etf (JPEF)
Ishares Core S&p Mid-cap Etf Etf (IJH)
Amazon Stock (AMZN)
Jpmorgan U.s. Quality Factor Etf Etf (JQUA)
Ishares S&p Small-cap 600 Growth Etf Etf (IJT)
Jpmorgan Active Growth Etf Etf (JGRO)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
Vanguard Growth Etf Etf (VUG)

View all positions for Beaumont Financial Advisors

Top funds holding MicroStrategy Incorporated

Citadel Advisors
Susquehanna International
Jane Street
Vanguard Group
Toroso Investments
Capital Research and Management Company - Division 3
BlackRock
Wolverine Trading
Belvedere Trading
State Street Corporation
Goldman Sachs Group
Cantor Fitzgerald, L. P.
Weiss Asset Management LP[1
Graham Capital Management
Capital Research Global Investors

View all funds holding MicroStrategy Incorporated