IMA Advisory Services’s CrowdStrike CRWD Stock Holding History

IMA Advisory Services’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	$5.83M	Buy	59,724 +1,004	+2%	+$106K	0.57%	42
2025 Q4	$6.88M	Sell	58,720 -196	-0.3%	-$25K	0.66%	33
2025 Q3	$7.22M	Sell	58,916 -404	-0.7%	-$45.9K	0.73%	30
2025 Q2	$7.55M	Sell	59,320 -20	-0%	-$2.17K	0.81%	26
2025 Q1	$5.23M	Sell	59,340 -2,192	-4%	-$209K	0.62%	36
2024 Q4	$5.26M	Sell	61,532 -1,164	-2%	-$96.8K	0.63%	35
2024 Q3	$4.4M	Buy	62,696 +3,616	+6%	+$257K	0.96%	27
2024 Q2	$5.66M	Buy	59,080 +20	+0%	+$1.66K	2.5%	12
2024 Q1	$4.73M	Sell	59,060 -28,368	-32%	-$2.17M	2.24%	13
2023 Q4	$5.58M	Sell	87,428 -4,488	-5%	-$235K	2.79%	9
2023 Q3	$3.85M	Sell	91,916 -2,176	-2%	-$84.6K	0.99%	28
2023 Q2	$3.45M	Sell	94,092 -16,600	-15%	-$578K	0.89%	32
2023 Q1	$3.8M	Buy	110,692 +29,052	+36%	+$840K	0.98%	22
2022 Q4	$2.15M	Buy	81,640 +9,448	+13%	+$323K	0.57%	53
2022 Q3	$2.97M	Sell	72,192 -1,928	-3%	-$88.2K	0.8%	33
2022 Q2	$3.12M	Sell	74,120 -1,452	-2%	-$65.7K	0.76%	33
2022 Q1	$4.29M	Sell	75,572 -4,212	-5%	-$196K	0.98%	22
2021 Q4	$4.08M	Sell	79,784 -1,704	-2%	-$104K	0.9%	27
2021 Q3	$5.01M	Buy	81,488 +624	+0.8%	+$40.3K	1.18%	20
2021 Q2	$5.08M	Sell	80,864 -6,176	-7%	-$332K	1.19%	18
2021 Q1	$3.97M	Sell	87,040 -32,692	-27%	-$1.73M	0.97%	27
2020 Q4	$6.34M	Sell	119,732 -13,740	-10%	-$535K	1.78%	14
2020 Q3	$4.58M	Buy	133,472 +5,720	+4%	+$167K	1.54%	16
2020 Q2	$3.2M	Sell	127,752 -25,316	-17%	-$508K	1.16%	25
2020 Q1	$2.13M	Buy	153,068 +61,268	+67%	+$865K	0.94%	37
2019 Q4	$1.15M	Sell	91,800 -15,484	-14%	-$203K	0.43%	65
2019 Q3	$1.56M	Buy	107,284 +106,724	+19,058%	+$2.12M	0.59%	63
2019 Q2	$10K	Buy	+560	New	+$9.52K	﹤0.01%	197

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

IMA Advisory Services's CRWD Position: Q1 2026 in Review

IMA Advisory Services increased its CrowdStrike (CRWD) stake by 1.7% in Q1 2026, buying an estimated $106K and bringing the position to 59,724 shares worth $5.83M. The position accounts for 0.57% of the portfolio, ranked #42.

IMA Advisory Services first reported a position in CRWD in Q2 2019 and has held it in 28 quarters since. The position peaked at $7.55M in Q2 2025. 2,073 funds tracked by Wall St. Rank hold CRWD as of Q1 2026.

IMA Advisory Services held 59,724 shares of CrowdStrike worth $5.83M as of Q1 2026.
IMA Advisory Services bought 1,004 CrowdStrike shares in Q1 2026, an estimated $106K.
CrowdStrike made up 0.57% of IMA Advisory Services's portfolio in Q1 2026, its #42 holding.
IMA Advisory Services first reported a position in CrowdStrike in Q2 2019 and has held it in 28 quarters since.
IMA Advisory Services's CrowdStrike position peaked at $7.55M in Q2 2025.
2,073 funds tracked by Wall St. Rank held CrowdStrike as of Q1 2026.

Based on IMA Advisory Services's 13F filing for Q1 2026, filed 6 May 2026.