BAM Wealth Management’s CrowdStrike CRWD Stock Holding History

BAM Wealth Management’s Portfolio CRWD Stock Details CRWD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-1,940	Closed	-$227K	–	163
2025 Q4	$227K	Buy	1,940 +148	+8%	+$18.8K	0.16%	139
2025 Q3	$220K	Buy	+1,792	New	+$204K	0.17%	139

Other funds holding CRWD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BAM Wealth Management's CRWD Position: Q1 2026 in Review

BAM Wealth Management sold out of CrowdStrike (CRWD) in Q1 2026, closing a stake of 1,940 shares — an estimated $227K sold.

BAM Wealth Management first reported a position in CRWD in Q3 2025 and held it in 2 quarters. The position peaked at $227K in Q4 2025. 2,077 funds tracked by Wall St. Rank hold CRWD as of Q1 2026.

BAM Wealth Management reported no remaining CrowdStrike position as of Q1 2026 after selling out during the quarter.
BAM Wealth Management sold 1,940 CrowdStrike shares in Q1 2026, an estimated $227K.
BAM Wealth Management first reported a position in CrowdStrike in Q3 2025 and held it in 2 quarters.
BAM Wealth Management's CrowdStrike position peaked at $227K in Q4 2025.
2,077 funds tracked by Wall St. Rank held CrowdStrike as of Q1 2026.

Based on BAM Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.