Evermay Wealth Management’s CrowdStrike CRWD Stock Holding History

Evermay Wealth 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	$19.9K	Hold	204	–	–	﹤0.01%	392
2025 Q4	$23.9K	Sell	204 -992	-83%	-$126K	﹤0.01%	372
2025 Q3	$147K	Hold	1,196	–	–	0.02%	229
2025 Q2	$152K	Buy	1,196 +992	+486%	+$108K	0.02%	223
2025 Q1	$18K	Hold	204	–	–	﹤0.01%	397
2024 Q4	$17.5K	Buy	204 +4	+2%	+$333	﹤0.01%	388
2024 Q3	$14K	Hold	200	–	–	﹤0.01%	428
2024 Q2	$19.2K	Hold	200	–	–	﹤0.01%	408
2024 Q1	$16K	Hold	200	–	–	﹤0.01%	429
2023 Q4	$12.8K	Hold	200	–	–	﹤0.01%	430
2023 Q3	$8.37K	Hold	200	–	–	﹤0.01%	447
2023 Q2	$7.34K	Hold	200	–	–	﹤0.01%	444
2023 Q1	$6.86K	Hold	200	–	–	﹤0.01%	442
2022 Q4	$5.26K	Buy	200 +100	+100%	+$3.42K	﹤0.01%	453
2022 Q3	$4K	Hold	100	–	–	﹤0.01%	451
2022 Q2	$4K	Hold	100	–	–	﹤0.01%	442
2022 Q1	$6K	Sell	100 -240	-71%	-$11.2K	﹤0.01%	445
2021 Q4	$17K	Buy	+340	New	+$20.7K	﹤0.01%	365
2021 Q3	–	Sell	-1,120	Closed	-$70K	–	470
2021 Q2	$70K	Buy	+1,120	New	+$60.3K	0.01%	249

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

Evermay Wealth Management's CRWD Position: Q1 2026 in Review

Evermay Wealth Management held its CrowdStrike (CRWD) position steady in Q1 2026 at 204 shares worth $19.9K. The position accounts for ﹤0.01% of the portfolio, ranked #392.

Evermay Wealth Management first reported a position in CRWD in Q2 2021 and has held it in 19 quarters since. The position peaked at $152K in Q2 2025. 2,073 funds tracked by Wall St. Rank hold CRWD as of Q1 2026.

Evermay Wealth Management held 204 shares of CrowdStrike worth $19.9K as of Q1 2026.
Evermay Wealth Management left its CrowdStrike share count unchanged in Q1 2026.
CrowdStrike made up ﹤0.01% of Evermay Wealth Management's portfolio in Q1 2026, its #392 holding.
Evermay Wealth Management first reported a position in CrowdStrike in Q2 2021 and has held it in 19 quarters since.
Evermay Wealth Management's CrowdStrike position peaked at $152K in Q2 2025.
2,073 funds tracked by Wall St. Rank held CrowdStrike as of Q1 2026.

Based on Evermay Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.