PATRIOT INVESTMENT MANAGEMENT GROUP, INC. MSTR — MICROSTRATEGY INC

Ownership history in PATRIOT INVESTMENT MANAGEMENT GROUP, INC.  ·  7 quarters on record

AI Ownership Summary

PATRIOT INVESTMENT MANAGEMENT GROUP, INC. reported MICROSTRATEGY INC (MSTR) in 7 quarterly 13F filings from 2024 Q3 through 2026 Q2. Peak portfolio weight reached 0.39% in 2024 Q4. The latest visible filing shows MSTR at 0.04% 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 MSTR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was PATRIOT INVESTMENT MANAGEMENT GROUP, INC.'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

MSTR was reported at 0.04% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.39% in 2024 Q4

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

Time in book
Holding Window
2024 Q3 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.

MSTR stock page PATRIOT INVESTMENT MANAGEMENT GROUP, INC. fund profile PATRIOT INVESTMENT MANAGEMENT GROUP, INC. full holdings
How PATRIOT INVESTMENT MANAGEMENT GROUP, INC. held MSTR — position size vs. price
% of Fund (quarterly)    MSTR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED 49.9% +80.8% ❌ 7,264 -7,242 -49.9% 0.04% $631K 2026-07-15 $97.47
2026 Q1 REDUCED — — — 14,506 -32 -0.2% 0.12% $1.8M 2026-04-14 $137.41
2025 Q4 ADDED — — — 14,538 +73 +0.5% 0.14% $2.2M 2026-01-23 $163.11
2025 Q3 ADDED — — — 14,465 +2,356 +19.5% 0.30% $4.7M 2025-10-15 $296.76
2025 Q2 REDUCED 32.8% -19.2% ✅ 12,109 -5,923 -32.8% 0.34% $4.9M 2025-07-15 $442.31
2024 Q4 ADDED — — — 18,032 +5,522 +44.1% 0.39% $5.2M 2025-01-21 $389.10
2024 Q3 INITIATED — — — 12,510 — — 0.15% $2.1M 2024-10-11 $212.59

🏢 Other funds also holding MSTR

As of 2026 Q3 — sorted by position size

REYL & Cie S.A. 0.3% DOLIVER ADVISORS, LP 3Y 7Y 0.04% BURKETT FINANCIAL SERVICES, LLC 0.03% Versant Capital Management, Inc 3Y 7Y 0.02% MassMutual Private Wealth & Trust, FSB 3Y 7Y 0.01% Rosenberg Matthew Hamilton 3Y 0.01% Miller Global Investments, LLC 0.0% Planning Strategies Inc. 0.0%

FAQ About PATRIOT INVESTMENT MANAGEMENT GROUP, INC. and MSTR

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

How long has PATRIOT INVESTMENT MANAGEMENT GROUP, INC. reported owning MSTR?

PATRIOT INVESTMENT MANAGEMENT GROUP, INC. reported MSTR across 7 quarterly 13F filings, from 2024 Q3 through 2026 Q2.

What was the largest reported MSTR position in PATRIOT INVESTMENT MANAGEMENT GROUP, INC.'s portfolio?

The largest reported portfolio weight for MSTR was 0.39% in 2024 Q4.

What is the latest reported MSTR position on this page?

The most recent filing on this page is 2026 Q2, when PATRIOT INVESTMENT MANAGEMENT GROUP, INC. reported 7,264 shares, equal to 0.04% of portfolio, with an estimated market value of $631K.

What does the chart on this MSTR ownership page compare?

The chart compares PATRIOT INVESTMENT MANAGEMENT GROUP, INC.'s quarterly MSTR 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 PATRIOT INVESTMENT MANAGEMENT GROUP, INC. time their MSTR position?

Based on 13F filing dates vs. subsequent MSTR price moves, PATRIOT INVESTMENT MANAGEMENT GROUP, INC. correctly timed 4 out of 6 reported position changes (67%). The annualised alpha on MSTR relative to SPY over the holding period was +720.1%.

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