JWM
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Jeppson Wealth Management’s CrowdStrike CRWD Stock Holding History

Jeppson 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 		$347K Buy
3,560
+1,040
+41% +$110K 0.11% 162
2025
Q4 		$295K Sell
2,520
-16
-0.6% -$2.04K 0.09% 170
2025
Q3 		$311K Hold
2,536
– – 0.1% 168
2025
Q2 		$323K Buy
2,536
+20
+0.8% +$2.17K 0.11% 161
2025
Q1 		$222K Buy
2,516
+16
+0.6% +$1.52K 0.08% 183
2024
Q4 		$214K Buy
+2,500
New +$208K 0.08% 188
2024
Q3 		– Sell
-2,128
Closed -$204K – 207
2024
Q2 		$204K Buy
+2,128
New +$177K 0.08% 192

Other funds holding CRWD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Jeppson Wealth Management increased its CrowdStrike (CRWD) stake by 41% in Q1 2026, buying an estimated $110K and bringing the position to 3,560 shares worth $347K. The position accounts for 0.11% of the portfolio, ranked #162.

Jeppson Wealth Management first reported a position in CRWD in Q2 2024 and has held it in 7 quarters since. 2,073 funds tracked by Wall St. Rank hold CRWD as of Q1 2026.

  • Jeppson Wealth Management held 3,560 shares of CrowdStrike worth $347K as of Q1 2026.
  • Jeppson Wealth Management bought 1,040 CrowdStrike shares in Q1 2026, an estimated $110K.
  • CrowdStrike made up 0.11% of Jeppson Wealth Management's portfolio in Q1 2026, its #162 holding.
  • Jeppson Wealth Management first reported a position in CrowdStrike in Q2 2024 and has held it in 7 quarters since.
  • 2,073 funds tracked by Wall St. Rank held CrowdStrike as of Q1 2026.

Based on Jeppson Wealth Management's 13F filing for Q1 2026, filed 14 Apr 2026.