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CFM Wealth Partners’s CrowdStrike CRWD Stock Holding History

CFM Wealth Partners’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 		$9.82M Buy
51,460
+240
+0.5% +$34.1K 1.25% 23
2026
Q1 		$5M Sell
51,220
-5,896
-10% -$625K 0.75% 36
2025
Q4 		$6.69M Buy
57,116
+2,616
+5% +$333K 0.97% 26
2025
Q3 		$6.68M Buy
54,500
+8,420
+18% +$957K 0.97% 27
2025
Q2 		$5.87M Buy
46,080
+7,524
+20% +$816K 0.93% 28
2025
Q1 		$3.4M Buy
38,556
+4,824
+14% +$460K 0.6% 43
2024
Q4 		$2.89M Buy
33,732
+24,188
+253% +$2.01M 0.49% 47
2024
Q3 		$669K Sell
9,544
-20,192
-68% -$1.43M 0.12% 91
2024
Q2 		$2.85M Hold
29,736
– – 0.52% 49
2024
Q1 		$2.38M Buy
29,736
+1,952
+7% +$149K 0.48% 53
2023
Q4 		$1.77M Sell
27,784
-60
-0.2% -$3.14K 0.4% 58
2023
Q3 		$1.17M Sell
27,844
-1,312
-4% -$51K 0.31% 63
2023
Q2 		$1.07M Sell
29,156
-80
-0.3% -$2.79K 0.26% 79
2023
Q1 		$1M Sell
29,236
-928
-3% -$26.8K 0.27% 76
2022
Q4 		$794K Sell
30,164
-1,728
-5% -$59.1K 0.24% 82
2022
Q3 		$1.31M Buy
31,892
+804
+3% +$36.8K 0.42% 60
2022
Q2 		$1.31M Sell
31,088
-1,452
-4% -$65.7K 0.39% 63
2022
Q1 		$1.85M Sell
32,540
-840
-3% -$39.1K 0.44% 61
2021
Q4 		$1.66M Buy
33,380
+4,044
+14% +$246K 0.37% 64
2021
Q3 		$1.8M Buy
29,336
+4,132
+16% +$267K 0.45% 53
2021
Q2 		$1.58M Buy
25,204
+1,400
+6% +$75.3K 0.42% 53
2021
Q1 		$1.09M Buy
+23,804
New +$1.26M 0.33% 71

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

CFM Wealth Partners's CRWD Position: Q2 2026 in Review

CFM Wealth Partners increased its CrowdStrike (CRWD) stake by 0.47% in Q2 2026, buying an estimated $34.1K and bringing the position to 51,460 shares worth $9.82M. The position accounts for 1.25% of the portfolio, ranked #23.

CFM Wealth Partners first reported a position in CRWD in Q1 2021 and has held it in 22 quarters since. 2,454 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

  • CFM Wealth Partners held 51,460 shares of CrowdStrike worth $9.82M as of Q2 2026.
  • CFM Wealth Partners bought 240 CrowdStrike shares in Q2 2026, an estimated $34.1K.
  • CrowdStrike made up 1.25% of CFM Wealth Partners's portfolio in Q2 2026, its #23 holding.
  • CFM Wealth Partners first reported a position in CrowdStrike in Q1 2021 and has held it in 22 quarters since.
  • 2,454 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

Based on CFM Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.