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
Q2 		$802K Buy
4,204
+644
+18% +$91.5K 0.24% 94
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 $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 $3.38T AUM 44.17% 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

Jeppson Wealth Management's CRWD Position: Q2 2026 in Review

Jeppson Wealth Management increased its CrowdStrike (CRWD) stake by 18% in Q2 2026, buying an estimated $91.5K and bringing the position to 4,204 shares worth $802K. The position accounts for 0.24% of the portfolio, ranked #94.

Jeppson Wealth Management first reported a position in CRWD in Q2 2024 and has held it in 8 quarters since. 2,461 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

  • Jeppson Wealth Management held 4,204 shares of CrowdStrike worth $802K as of Q2 2026.
  • Jeppson Wealth Management bought 644 CrowdStrike shares in Q2 2026, an estimated $91.5K.
  • CrowdStrike made up 0.24% of Jeppson Wealth Management's portfolio in Q2 2026, its #94 holding.
  • Jeppson Wealth Management first reported a position in CrowdStrike in Q2 2024 and has held it in 8 quarters since.
  • 2,461 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

Based on Jeppson Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.