LWM
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Laidlaw Wealth Management’s CrowdStrike CRWD Stock Holding History

Laidlaw 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 		$418K Sell
2,192
-2,656
-55% -$377K 1.19% 26
2026
Q1 		$473K Buy
4,848
+2,200
+83% +$233K 1.64% 19
2025
Q4 		$310K Sell
2,648
-2,376
-47% -$302K 0.96% 31
2025
Q3 		$616K Buy
5,024
+2,260
+82% +$257K 1.47% 24
2025
Q2 		$352K Sell
2,764
-324
-10% -$35.1K 1.01% 30
2025
Q1 		$272K Sell
3,088
-592
-16% -$56.4K 0.8% 34
2024
Q4 		$315K Buy
3,680
+100
+3% +$8.31K 0.14% 136
2024
Q3 		$251K Sell
3,580
-1,356
-27% -$96.3K 0.12% 148
2024
Q2 		$473K Buy
4,936
+556
+13% +$46.2K 0.26% 107
2024
Q1 		$351K Sell
4,380
-2,540
-37% -$194K 0.2% 121
2023
Q4 		$442K Sell
6,920
-8
-0.1% -$419 0.16% 142
2023
Q3 		$290K Sell
6,928
-444
-6% -$17.3K 0.1% 201
2023
Q2 		$271K Sell
7,372
-2,464
-25% -$85.8K 0.05% 276
2023
Q1 		$338K Sell
9,836
-204
-2% -$5.9K 0.07% 244
2022
Q4 		$264K Sell
10,040
-1,484
-13% -$50.8K 0.06% 286
2022
Q3 		$475K Buy
11,524
+5,380
+88% +$246K 0.11% 180
2022
Q2 		$259K Sell
6,144
-992
-14% -$44.9K 0.05% 297
2022
Q1 		$405K Buy
7,136
+756
+12% +$35.2K 0.07% 252
2021
Q4 		$327K Sell
6,380
-576
-8% -$35.1K 0.05% 292
2021
Q3 		$427K Buy
6,956
+172
+3% +$11.1K 0.11% 167
2021
Q2 		$426K Buy
6,784
+940
+16% +$50.6K 0.11% 165
2021
Q1 		$267K Buy
5,844
+424
+8% +$22.4K 0.09% 176
2020
Q4 		$287K Buy
+5,420
New +$211K 0.06% 271

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 $3.37T AUM 44.26% 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

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

Laidlaw Wealth Management reduced its CrowdStrike (CRWD) stake by 55% in Q2 2026, selling an estimated $377K and leaving 2,192 shares worth $418K. The position accounts for 1.19% of the portfolio, ranked #26.

Laidlaw Wealth Management first reported a position in CRWD in Q4 2020 and has held it in 23 quarters since. The position peaked at $616K in Q3 2025. 2,457 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

  • Laidlaw Wealth Management held 2,192 shares of CrowdStrike worth $418K as of Q2 2026.
  • Laidlaw Wealth Management sold 2,656 CrowdStrike shares in Q2 2026, an estimated $377K.
  • CrowdStrike made up 1.19% of Laidlaw Wealth Management's portfolio in Q2 2026, its #26 holding.
  • Laidlaw Wealth Management first reported a position in CrowdStrike in Q4 2020 and has held it in 23 quarters since.
  • Laidlaw Wealth Management's CrowdStrike position peaked at $616K in Q3 2025.
  • 2,457 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

Based on Laidlaw Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.