Carson Wealth (CWM LLC)
CRWD icon

Carson Wealth (CWM LLC)’s CrowdStrike CRWD Stock Holding History

Carson Wealth (CWM LLC)’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 		$27.3M Sell
279,684
-8,596
-3% -$911K 0.07% 256
2025
Q4 		$33.8M Buy
288,280
+16,312
+6% +$2.08M 0.09% 202
2025
Q3 		$33.3M Buy
271,968
+11,788
+5% +$1.34M 0.1% 174
2025
Q2 		$33.1M Sell
260,180
-2,708
-1% -$294K 0.12% 156
2025
Q1 		$23.2M Sell
262,888
-3,196
-1% -$304K 0.09% 204
2024
Q4 		$22.8M Buy
266,084
+10,356
+4% +$861K 0.09% 187
2024
Q3 		$17.9M Buy
255,728
+205,928
+414% +$14.6M 0.08% 227
2024
Q2 		$4.77M Buy
49,800
+12,704
+34% +$1.06M 0.02% 431
2024
Q1 		$2.97M Buy
37,096
+5,492
+17% +$420K 0.01% 529
2023
Q4 		$2.02M Buy
31,604
+2,120
+7% +$111K 0.01% 575
2023
Q3 		$1.23M Buy
29,484
+3,896
+15% +$151K 0.01% 666
2023
Q2 		$940K Buy
25,588
+2,360
+10% +$82.2K 0.01% 738
2023
Q1 		$797K Buy
23,228
+6,100
+36% +$176K 0.01% 722
2022
Q4 		$451K Buy
17,128
+1,472
+9% +$50.4K ﹤0.01% 839
2022
Q3 		$645K Sell
15,656
-980
-6% -$44.8K 0.01% 678
2022
Q2 		$701K Buy
16,636
+2,000
+14% +$90.6K 0.01% 657
2022
Q1 		$831K Buy
14,636
+4,428
+43% +$206K 0.01% 607
2021
Q4 		$523K Buy
+10,208
New +$622K ﹤0.01% 716
2021
Q2 		$484K Hold
7,704
– – ﹤0.01% 685
2021
Q1 		$484K Hold
7,704
– – ﹤0.01% 685
2020
Q4 		$484K Hold
7,704
– – ﹤0.01% 685
2020
Q3 		$484K Hold
7,704
– – ﹤0.01% 685
2020
Q2 		$484K Hold
7,704
– – ﹤0.01% 685
2020
Q1 		$484K Hold
7,704
– – ﹤0.01% 685
2019
Q4 		$484K Hold
7,704
– – ﹤0.01% 685
2019
Q3 		$484K Hold
7,704
– – ﹤0.01% 685
2019
Q2 		$484K Buy
+7,704
New +$131K ﹤0.01% 685

Other funds holding CRWD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
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 $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Carson Wealth (CWM LLC)'s CRWD Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its CrowdStrike (CRWD) stake by 3% in Q1 2026, selling an estimated $911K and leaving 279,684 shares worth $27.3M. The position accounts for 0.07% of the portfolio, ranked #256.

Carson Wealth (CWM LLC) first reported a position in CRWD in Q2 2019 and has held it in 27 quarters since. The position peaked at $33.8M in Q4 2025. 2,081 funds tracked by Wall St. Rank hold CRWD as of Q1 2026.

  • Carson Wealth (CWM LLC) held 279,684 shares of CrowdStrike worth $27.3M as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 8,596 CrowdStrike shares in Q1 2026, an estimated $911K.
  • CrowdStrike made up 0.07% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #256 holding.
  • Carson Wealth (CWM LLC) first reported a position in CrowdStrike in Q2 2019 and has held it in 27 quarters since.
  • Carson Wealth (CWM LLC)'s CrowdStrike position peaked at $33.8M in Q4 2025.
  • 2,081 funds tracked by Wall St. Rank held CrowdStrike as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.