LFS
CRWD icon

Legacy Financial Strategies’s CrowdStrike CRWD Stock Holding History

Legacy Financial Strategies’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 		$2.01M Buy
10,560
+512
+5% +$72.7K 0.31% 45
2026
Q1 		$981K Sell
10,048
-1,156
-10% -$123K 0.18% 57
2025
Q4 		$1.31M Buy
11,204
+1,448
+15% +$184K 0.23% 55
2025
Q3 		$1.2M Buy
9,756
+2,188
+29% +$249K 0.22% 57
2025
Q2 		$964K Buy
7,568
+1,092
+17% +$118K 0.19% 58
2025
Q1 		$571K Buy
6,476
+60
+0.9% +$5.72K 0.12% 66
2024
Q4 		$557K Buy
6,416
+1,360
+27% +$113K 0.12% 70
2024
Q3 		$355K Buy
+5,056
New +$359K 0.08% 81

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

Legacy Financial Strategies's CRWD Position: Q2 2026 in Review

Legacy Financial Strategies increased its CrowdStrike (CRWD) stake by 5.1% in Q2 2026, buying an estimated $72.7K and bringing the position to 10,560 shares worth $2.01M. The position accounts for 0.31% of the portfolio, ranked #45.

Legacy Financial Strategies first reported a position in CRWD in Q3 2024 and has held it in 8 quarters since. 2,445 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

  • Legacy Financial Strategies held 10,560 shares of CrowdStrike worth $2.01M as of Q2 2026.
  • Legacy Financial Strategies bought 512 CrowdStrike shares in Q2 2026, an estimated $72.7K.
  • CrowdStrike made up 0.31% of Legacy Financial Strategies's portfolio in Q2 2026, its #45 holding.
  • Legacy Financial Strategies first reported a position in CrowdStrike in Q3 2024 and has held it in 8 quarters since.
  • 2,445 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

Based on Legacy Financial Strategies's 13F filing for Q2 2026, filed 21 Jul 2026.