Forum Financial Management’s CrowdStrike CRWD Stock Holding History

Forum Financial 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 Q2	$727K	Buy	3,808 +1,452	+62%	+$206K	0.01%	166
2026 Q1	$230K	Sell	2,356 -4,484	-66%	-$475K	﹤0.01%	290
2025 Q4	$801K	Buy	6,840 +148	+2%	+$18.8K	0.01%	307
2025 Q3	$820K	Buy	6,692 +776	+13%	+$88.2K	0.01%	281
2025 Q2	$753K	Buy	5,916 +648	+12%	+$70.2K	0.01%	278
2025 Q1	$464K	Buy	5,268 +236	+5%	+$22.5K	0.01%	400
2024 Q4	$430K	Buy	5,032 +52	+1%	+$4.32K	0.01%	438
2024 Q3	$349K	Sell	4,980 -180	-3%	-$12.8K	0.01%	455
2024 Q2	$494K	Sell	5,160 -340	-6%	-$28.3K	0.01%	309
2024 Q1	$441K	Buy	5,500 +84	+2%	+$6.43K	0.01%	369
2023 Q4	$346K	Buy	+5,416	New	+$284K	0.01%	401

Other funds holding CRWD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Forum Financial Management's CRWD Position: Q2 2026 in Review

Forum Financial Management increased its CrowdStrike (CRWD) stake by 62% in Q2 2026, buying an estimated $206K and bringing the position to 3,808 shares worth $727K. The position accounts for 0.01% of the portfolio, ranked #166.

Forum Financial Management first reported a position in CRWD in Q4 2023 and has held it in 11 quarters since. The position peaked at $820K in Q3 2025. 2,446 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

Forum Financial Management held 3,808 shares of CrowdStrike worth $727K as of Q2 2026.
Forum Financial Management bought 1,452 CrowdStrike shares in Q2 2026, an estimated $206K.
CrowdStrike made up 0.01% of Forum Financial Management's portfolio in Q2 2026, its #166 holding.
Forum Financial Management first reported a position in CrowdStrike in Q4 2023 and has held it in 11 quarters since.
Forum Financial Management's CrowdStrike position peaked at $820K in Q3 2025.
2,446 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

Based on Forum Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.