Beaird Harris Wealth Management, LLC STRK β€” MICROSTRATEGY INC

Ownership history in Beaird Harris Wealth Management, LLC  Β·  6 quarters on record

AI Ownership Summary

Beaird Harris Wealth Management, LLC reported MICROSTRATEGY INC (STRK) in 6 quarterly 13F filings from 2025 Q1 through 2026 Q2. Peak portfolio weight reached 0.06% in 2025 Q2. The latest visible filing shows STRK at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this STRK ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Beaird Harris Wealth Management, LLC's position in MICROSTRATEGY INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

STRK was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.06% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

STRK stock page Beaird Harris Wealth Management, LLC fund profile Beaird Harris Wealth Management, LLC full holdings
How Beaird Harris Wealth Management, LLC held STRK β€” position size vs. price
% of Fund (quarterly)    STRK price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED β€” β€” β€” 1,113 +25 +2.3% 0.00% $65K 2026-07-08 $60.42
2026 Q1 REDUCED 82.8% -13.4% βœ… 1,088 -5,248 -82.8% 0.01% $77K 2026-05-14 $74.16
2025 Q4 UNCHANGED β€” β€” β€” 6,336 β€” 0% 0.03% $499K 2026-02-23 $74.51
2025 Q3 ADDED β€” β€” β€” 6,336 +90 +1.4% 0.04% $581K 2025-11-13 $74.81
2025 Q2 REDUCED β€” β€” β€” 6,246 -38 -0.6% 0.06% $756K 2025-08-14 $94.67
2025 Q1 INITIATED β€” β€” β€” 6,284 β€” β€” 0.04% $528K 2025-05-15 $85.80

FAQ About Beaird Harris Wealth Management, LLC and STRK

These are the practical questions this page is built to answer before you even open the full history table.

How long has Beaird Harris Wealth Management, LLC reported owning STRK?

Beaird Harris Wealth Management, LLC reported STRK across 6 quarterly 13F filings, from 2025 Q1 through 2026 Q2.

What was the largest reported STRK position in Beaird Harris Wealth Management, LLC's portfolio?

The largest reported portfolio weight for STRK was 0.06% in 2025 Q2.

What is the latest reported STRK position on this page?

The most recent filing on this page is 2026 Q2, when Beaird Harris Wealth Management, LLC reported 1,113 shares, equal to 0.00% of portfolio, with an estimated market value of $65K.

What does the chart on this STRK ownership page compare?

The chart compares Beaird Harris Wealth Management, LLC's quarterly STRK portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Beaird Harris Wealth Management, LLC time their STRK position?

Based on 13F filing dates vs. subsequent STRK price moves, Beaird Harris Wealth Management, LLC correctly timed 3 out of 4 reported position changes (75%). The annualised alpha on STRK relative to SPY over the holding period was -41.0%.

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