Lionshead Wealth Management’s CrowdStrike CRWD Stock Holding History

Lionshead 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	$626K	Buy	3,280 +16	+0.5%	+$2.27K	0.41%	57
2026 Q1	$319K	Buy	3,264 +56	+2%	+$5.93K	0.23%	75
2025 Q4	$376K	Hold	3,208	–	–	0.28%	72
2025 Q3	$393K	Hold	3,208	–	–	0.31%	69
2025 Q2	$408K	Hold	3,208	–	–	0.38%	64
2025 Q1	$283K	Buy	3,208 +188	+6%	+$17.9K	0.29%	71
2024 Q4	$258K	Buy	+3,020	New	+$251K	0.19%	94

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

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

Lionshead Wealth Management increased its CrowdStrike (CRWD) stake by 0.49% in Q2 2026, buying an estimated $2.27K and bringing the position to 3,280 shares worth $626K. The position accounts for 0.41% of the portfolio, ranked #57.

Lionshead Wealth Management first reported a position in CRWD in Q4 2024 and has held it in 7 quarters since. 2,446 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

Lionshead Wealth Management held 3,280 shares of CrowdStrike worth $626K as of Q2 2026.
Lionshead Wealth Management bought 16 CrowdStrike shares in Q2 2026, an estimated $2.27K.
CrowdStrike made up 0.41% of Lionshead Wealth Management's portfolio in Q2 2026, its #57 holding.
Lionshead Wealth Management first reported a position in CrowdStrike in Q4 2024 and has held it in 7 quarters since.
2,446 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

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