LWA
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Lantern Wealth Advisors’s CrowdStrike CRWD Stock Holding History

Lantern Wealth Advisors’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 		$2.04M Buy
10,716
+60
+0.6% +$8.52K 0.94% 27
2026
Q1 		$1.04M Buy
10,656
+800
+8% +$84.8K 0.53% 50
2025
Q4 		$1.16M Buy
9,856
+20
+0.2% +$2.55K 0.61% 41
2025
Q3 		$1.21M Buy
9,836
+1,320
+16% +$150K 0.64% 43
2025
Q2 		$1.08M Buy
+8,516
New +$923K 0.65% 45
2024
Q4 		$711K Buy
8,316
+200
+2% +$16.6K 0.46% 54
2024
Q3 		$569K Buy
8,116
+1,200
+17% +$85.2K 0.39% 68
2024
Q2 		$663K Buy
+6,916
New +$575K 0.48% 51

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

Lantern Wealth Advisors's CRWD Position: Q2 2026 in Review

Lantern Wealth Advisors increased its CrowdStrike (CRWD) stake by 0.56% in Q2 2026, buying an estimated $8.52K and bringing the position to 10,716 shares worth $2.04M. The position accounts for 0.94% of the portfolio, ranked #27.

Lantern Wealth Advisors first reported a position in CRWD in Q2 2024 and has held it in 8 quarters since. 2,446 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

  • Lantern Wealth Advisors held 10,716 shares of CrowdStrike worth $2.04M as of Q2 2026.
  • Lantern Wealth Advisors bought 60 CrowdStrike shares in Q2 2026, an estimated $8.52K.
  • CrowdStrike made up 0.94% of Lantern Wealth Advisors's portfolio in Q2 2026, its #27 holding.
  • Lantern Wealth Advisors first reported a position in CrowdStrike in Q2 2024 and has held it in 8 quarters since.
  • 2,446 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

Based on Lantern Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.