Wilkerson Advisory Group »

MicroStrategy Incorporated shares owned by Wilkerson Advisory Group

Quarter-by-quarter ownership of MicroStrategy Incorporated (MSTR) shares owned by Wilkerson Advisory Group from 13F filings

Historical chart of Wilkerson Advisory Group investment in MicroStrategy Incorporated

Tip: Access up to 7 years of quarterly data

All positions including MicroStrategy Incorporated held by Wilkerson Advisory Group 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 Wilkerson Advisory Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $62k 498 124.80

More positions owned by Wilkerson Advisory Group

State Street Spdr S&p 500 Etf Etf (SPY)
Victoryshares Free Cash Flow Etf Etf (VFLO)
Avantis International Equity Etf Etf (AVDE)
Federated Hermes Total Return Bond Etf Etf (FTRB)
Pimco Multisector Bond Active Exchange-traded Fund Etf (PYLD)
Avantis U.s. Equity Etf Etf (AVUS)
American Century U.s. Quality Growth Etf Etf (QGRO)
Invesco Qqq Trust Series I Etf (QQQ)
Dimensional Short-duration Fixed Income Etf Etf (DFSD)
Avantis U.s. Small Cap Value Etf Etf (AVUV)
Spdr Gold Minishares Trust Of Beneficial Interest Etf (GLDM)
Bluerock Pvt Real Estate Cef (BPRE)
Access Treasury 0-1 Year Etf Etf (GBIL)
Avantis Emerging Markets Equity Etf Etf (AVEM)
Caterpillar Stock (CAT)

View all positions for Wilkerson Advisory Group

Top funds holding MicroStrategy Incorporated

Capital Research and Management Company - Division 3
Jane Street
Vanguard Group
Susquehanna International
Citadel Advisors
BlackRock
Toroso Investments
Vanguard Portfolio Management
Vanguard Capital Management
Capital Research Global Investors
UBS Group
State Street Corporation
Goldman Sachs Group
Amundi
LMR Partners

View all funds holding MicroStrategy Incorporated