Beacon Financial Advisory’s CrowdStrike CRWD Stock Holding History

Beacon Financial Advisory’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	$1.09M	Buy	11,120 +264	+2%	+$28K	0.25%	102
2025 Q4	$1.27M	Sell	10,856 -44	-0.4%	-$5.6K	0.29%	83
2025 Q3	$1.34M	Buy	10,900 +36	+0.3%	+$4.09K	0.31%	83
2025 Q2	$1.38M	Sell	10,864 -828	-7%	-$89.8K	0.36%	66
2025 Q1	$1.03M	Sell	11,692 -2,220	-16%	-$211K	0.31%	91
2024 Q4	$1.19M	Buy	13,912 +288	+2%	+$23.9K	0.39%	64
2024 Q3	$955K	Buy	+13,624	New	+$968K	0.32%	84

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 $145B AUM 34.61% 1-Year Est. Return

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

Beacon Financial Advisory's CRWD Position: Q1 2026 in Review

Beacon Financial Advisory increased its CrowdStrike (CRWD) stake by 2.4% in Q1 2026, buying an estimated $28K and bringing the position to 11,120 shares worth $1.09M. The position accounts for 0.25% of the portfolio, ranked #102.

Beacon Financial Advisory first reported a position in CRWD in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.38M in Q2 2025. 2,075 funds tracked by Wall St. Rank hold CRWD as of Q1 2026.

Beacon Financial Advisory held 11,120 shares of CrowdStrike worth $1.09M as of Q1 2026.
Beacon Financial Advisory bought 264 CrowdStrike shares in Q1 2026, an estimated $28K.
CrowdStrike made up 0.25% of Beacon Financial Advisory's portfolio in Q1 2026, its #102 holding.
Beacon Financial Advisory first reported a position in CrowdStrike in Q3 2024 and has held it in 7 quarters since.
Beacon Financial Advisory's CrowdStrike position peaked at $1.38M in Q2 2025.
2,075 funds tracked by Wall St. Rank held CrowdStrike as of Q1 2026.

Based on Beacon Financial Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.