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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Lee Financial's CRWD Position: Q1 2026 in Review

Lee Financial held its CrowdStrike (CRWD) position steady in Q1 2026 at 2,932 shares worth $286K. The position accounts for 0.04% of the portfolio, ranked #131.

Lee Financial first reported a position in CRWD in Q2 2020 and has held it in 19 quarters since. The position peaked at $390K in Q3 2025. 2,073 funds tracked by Wall St. Rank hold CRWD as of Q1 2026.

Lee Financial held 2,932 shares of CrowdStrike worth $286K as of Q1 2026.
Lee Financial left its CrowdStrike share count unchanged in Q1 2026.
CrowdStrike made up 0.04% of Lee Financial's portfolio in Q1 2026, its #131 holding.
Lee Financial first reported a position in CrowdStrike in Q2 2020 and has held it in 19 quarters since.
Lee Financial's CrowdStrike position peaked at $390K in Q3 2025.
2,073 funds tracked by Wall St. Rank held CrowdStrike as of Q1 2026.

Based on Lee Financial's 13F filing for Q1 2026, filed 13 Apr 2026.