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MicroStrategy Incorporated shares owned by Summit Financial

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

Historical chart of Summit Financial investment in MicroStrategy Incorporated

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

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Quarterly reported holdings in MicroStrategy Incorporated by Summit Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $10M 32k 322.21
2025-06-30 $1.4M 3.6k 404.23
2025-03-31 $235k 815 288.27
2024-12-31 $224k 774 289.62