BWM
CRWD icon

BCS Wealth Management’s CrowdStrike CRWD Stock Holding History

BCS 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
Q2 		$255K Buy
+1,336
New +$190K 0.05% 240
2026
Q1 		– Sell
-3,136
Closed -$368K – 270
2025
Q4 		$368K Buy
+3,136
New +$399K 0.04% 260
2025
Q3 		– Sell
-1,832
Closed -$233K – 255
2025
Q2 		$233K Buy
+1,832
New +$199K 0.05% 232

Other funds holding CRWD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BCS Wealth Management's CRWD Position: Q2 2026 in Review

BCS Wealth Management opened a new position in CrowdStrike (CRWD) in Q2 2026: 1,336 shares worth $255K. The stake represents 0.05% of the portfolio and ranks #240 among its holdings. This is a return to the name: BCS Wealth Management previously reported a position in CRWD as recently as Q4 2025.

BCS Wealth Management first reported a position in CRWD in Q2 2025 and has held it in 3 quarters since. The position peaked at $368K in Q4 2025. 2,446 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

  • BCS Wealth Management held 1,336 shares of CrowdStrike worth $255K as of Q2 2026.
  • CrowdStrike was a new BCS Wealth Management position in Q2 2026.
  • CrowdStrike made up 0.05% of BCS Wealth Management's portfolio in Q2 2026, its #240 holding.
  • BCS Wealth Management first reported a position in CrowdStrike in Q2 2025 and has held it in 3 quarters since.
  • BCS Wealth Management's CrowdStrike position peaked at $368K in Q4 2025.
  • 2,446 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

Based on BCS Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.