Lee Financial’s CrowdStrike CRWD Stock Holding History

Lee Financial’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	–	Sell	-2,932	Closed	-$286K	–	163
2026 Q1	$286K	Hold	2,932	–	–	0.04%	131
2025 Q4	$344K	Sell	2,932 -252	-8%	-$32.1K	0.05%	113
2025 Q3	$390K	Buy	3,184 +248	+8%	+$28.2K	0.05%	126
2025 Q2	$374K	Sell	2,936 -8	-0.3%	-$867	0.05%	108
2025 Q1	$259K	Sell	2,944 -128	-4%	-$12.2K	0.04%	131
2024 Q4	$263K	Buy	3,072 +48	+2%	+$3.99K	0.04%	157
2024 Q3	$212K	Buy	+3,024	New	+$215K	0.03%	168
2024 Q1	–	Sell	-12	Closed	-$766	–	300
2023 Q4	$766	Hold	12	–	–	﹤0.01%	808
2023 Q3	$503	Hold	12	–	–	﹤0.01%	801
2023 Q2	$441	Hold	12	–	–	﹤0.01%	750
2023 Q1	$412	Sell	12 -36	-75%	-$1.04K	﹤0.01%	760
2022 Q4	$1.26K	Hold	48	–	–	﹤0.01%	758
2022 Q3	$2K	Sell	48 -4	-8%	-$183	﹤0.01%	656
2022 Q2	$2K	Buy	52 +4	+8%	+$181	﹤0.01%	678
2022 Q1	$3K	Buy	48 +32	+200%	+$1.49K	﹤0.01%	564
2021 Q4	$1K	Sell	16 -12	-43%	-$731	﹤0.01%	830
2021 Q3	$2K	Buy	+28	New	+$1.81K	﹤0.01%	600
2020 Q4	–	Sell	-2,000	Closed	-$69K	–	484
2020 Q3	$69K	Hold	2,000	–	–	0.02%	185
2020 Q2	$50K	Buy	+2,000	New	+$40.1K	0.01%	206

Other funds holding CRWD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Lee Financial's CRWD Position: Q2 2026 in Review

Lee Financial sold out of CrowdStrike (CRWD) in Q2 2026, closing a stake of 2,932 shares — an estimated $286K sold.

Lee Financial first reported a position in CRWD in Q2 2020 and held it in 19 quarters. The position peaked at $390K in Q3 2025. 2,454 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

Lee Financial reported no remaining CrowdStrike position as of Q2 2026 after selling out during the quarter.
Lee Financial sold 2,932 CrowdStrike shares in Q2 2026, an estimated $286K.
Lee Financial first reported a position in CrowdStrike in Q2 2020 and held it in 19 quarters.
Lee Financial's CrowdStrike position peaked at $390K in Q3 2025.
2,454 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

Based on Lee Financial's 13F filing for Q2 2026, filed 22 Jul 2026.