Bell & Brown Wealth Advisors’s CrowdStrike CRWD Stock Holding History

Bell & Brown Wealth Advisors’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	$425K	Buy	4,356 +400	+10%	+$42.4K	0.14%	62
2025 Q4	$464K	Sell	3,956 -400	-9%	-$50.9K	0.15%	61
2025 Q3	$534K	Sell	4,356 -220	-5%	-$25K	0.17%	58
2025 Q2	$583K	Sell	4,576 -24	-0.5%	-$2.6K	0.21%	58
2025 Q1	$405K	Buy	4,600 +600	+15%	+$57.2K	0.16%	60
2024 Q4	$342K	Sell	4,000 -400	-9%	-$33.3K	0.13%	61
2024 Q3	$309K	Buy	+4,400	New	+$312K	0.12%	60

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

Bell & Brown Wealth Advisors's CRWD Position: Q1 2026 in Review

Bell & Brown Wealth Advisors increased its CrowdStrike (CRWD) stake by 10% in Q1 2026, buying an estimated $42.4K and bringing the position to 4,356 shares worth $425K. The position accounts for 0.14% of the portfolio, ranked #62.

Bell & Brown Wealth Advisors first reported a position in CRWD in Q3 2024 and has held it in 7 quarters since. The position peaked at $583K in Q2 2025. 2,073 funds tracked by Wall St. Rank hold CRWD as of Q1 2026.

Bell & Brown Wealth Advisors held 4,356 shares of CrowdStrike worth $425K as of Q1 2026.
Bell & Brown Wealth Advisors bought 400 CrowdStrike shares in Q1 2026, an estimated $42.4K.
CrowdStrike made up 0.14% of Bell & Brown Wealth Advisors's portfolio in Q1 2026, its #62 holding.
Bell & Brown Wealth Advisors first reported a position in CrowdStrike in Q3 2024 and has held it in 7 quarters since.
Bell & Brown Wealth Advisors's CrowdStrike position peaked at $583K in Q2 2025.
2,073 funds tracked by Wall St. Rank held CrowdStrike as of Q1 2026.

Based on Bell & Brown Wealth Advisors's 13F filing for Q1 2026, filed 11 May 2026.