Strategy shares owned by LPL Financial
Historical chart of LPL Financial investment in Strategy
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All positions including Strategy held by LPL Financial consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Strategy by LPL Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $366k | 11k | 34.01 |
| 2025-06-30 | $264k | 8.3k | 31.78 |
| 2025-03-31 | $241k | 8.3k | 28.98 |
| 2024-12-31 | $230k | 8.3k | 27.74 |
| 2024-09-30 | $254k | 8.3k | 30.63 |
| 2024-06-30 | $240k | 8.5k | 28.37 |
| 2024-03-31 | $237k | 8.3k | 28.58 |