Beese Fulmer Investment Management’s CrowdStrike CRWD Stock Holding History

Beese Fulmer Investment 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	$1.88M	Buy	19,300 +1,284	+7%	+$136K	0.12%	107
2025 Q4	$2.11M	Buy	18,016 +228	+1%	+$29K	0.14%	104
2025 Q3	$2.18M	Sell	17,788 -1,636	-8%	-$186K	0.15%	100
2025 Q2	$2.47M	Buy	19,424 +48	+0.2%	+$5.2K	0.18%	94
2025 Q1	$1.71M	Buy	19,376 +376	+2%	+$35.8K	0.15%	98
2024 Q4	$1.63M	Buy	19,000 +80	+0.4%	+$6.65K	0.14%	96
2024 Q3	$1.33M	Hold	18,920	–	–	0.11%	106
2024 Q2	$1.81M	Sell	18,920 -124	-0.7%	-$10.3K	0.17%	87
2024 Q1	$1.53M	Hold	19,044	–	–	0.14%	98
2023 Q4	$1.22M	Hold	19,044	–	–	0.13%	111
2023 Q3	$797K	Hold	19,044	–	–	0.09%	122
2023 Q2	$699K	Hold	19,044	–	–	0.08%	137
2023 Q1	$653K	Hold	19,044	–	–	0.07%	138
2022 Q4	$501K	Sell	19,044 -760	-4%	-$26K	0.06%	154
2022 Q3	$816K	Sell	19,804 -280	-1%	-$12.8K	0.11%	121
2022 Q2	$846K	Sell	20,084 -400	-2%	-$18.1K	0.11%	123
2022 Q1	$1.16M	Buy	20,484 +200	+1%	+$9.32K	0.13%	117
2021 Q4	$1.04M	Buy	20,284 +384	+2%	+$23.4K	0.11%	120
2021 Q3	$1.22M	Hold	19,900	–	–	0.14%	113
2021 Q2	$1.25M	Buy	+19,900	New	+$1.07M	0.14%	112

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

Beese Fulmer Investment Management's CRWD Position: Q1 2026 in Review

Beese Fulmer Investment Management increased its CrowdStrike (CRWD) stake by 7.1% in Q1 2026, buying an estimated $136K and bringing the position to 19,300 shares worth $1.88M. The position accounts for 0.12% of the portfolio, ranked #107.

Beese Fulmer Investment Management first reported a position in CRWD in Q2 2021 and has held it in 20 quarters since. The position peaked at $2.47M in Q2 2025. 2,074 funds tracked by Wall St. Rank hold CRWD as of Q1 2026.

Beese Fulmer Investment Management held 19,300 shares of CrowdStrike worth $1.88M as of Q1 2026.
Beese Fulmer Investment Management bought 1,284 CrowdStrike shares in Q1 2026, an estimated $136K.
CrowdStrike made up 0.12% of Beese Fulmer Investment Management's portfolio in Q1 2026, its #107 holding.
Beese Fulmer Investment Management first reported a position in CrowdStrike in Q2 2021 and has held it in 20 quarters since.
Beese Fulmer Investment Management's CrowdStrike position peaked at $2.47M in Q2 2025.
2,074 funds tracked by Wall St. Rank held CrowdStrike as of Q1 2026.

Based on Beese Fulmer Investment Management's 13F filing for Q1 2026, filed 16 Apr 2026.