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Elm3 Financial Group’s CrowdStrike CRWD Stock Holding History

Elm3 Financial Group’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 		$240K Buy
+1,260
New +$179K 0.16% 120
2026
Q1 		– Sell
-2,720
Closed -$319K – 118
2025
Q4 		$319K Sell
2,720
-1,484
-35% -$189K 0.26% 84
2025
Q3 		$515K Buy
4,204
+48
+1% +$5.46K 0.42% 58
2025
Q2 		$529K Buy
+4,156
New +$450K 0.44% 50

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

Elm3 Financial Group's CRWD Position: Q2 2026 in Review

Elm3 Financial Group opened a new position in CrowdStrike (CRWD) in Q2 2026: 1,260 shares worth $240K. The stake represents 0.16% of the portfolio and ranks #120 among its holdings. This is a return to the name: Elm3 Financial Group previously reported a position in CRWD as recently as Q4 2025.

Elm3 Financial Group first reported a position in CRWD in Q2 2025 and has held it in 4 quarters since. The position peaked at $529K in Q2 2025. 2,446 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

  • Elm3 Financial Group held 1,260 shares of CrowdStrike worth $240K as of Q2 2026.
  • CrowdStrike was a new Elm3 Financial Group position in Q2 2026.
  • CrowdStrike made up 0.16% of Elm3 Financial Group's portfolio in Q2 2026, its #120 holding.
  • Elm3 Financial Group first reported a position in CrowdStrike in Q2 2025 and has held it in 4 quarters since.
  • Elm3 Financial Group's CrowdStrike position peaked at $529K in Q2 2025.
  • 2,446 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

Based on Elm3 Financial Group's 13F filing for Q2 2026, filed 29 Jul 2026.