LWM
CRWD icon

LJI Wealth Management’s CrowdStrike CRWD Stock Holding History

LJI 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 		$746K Buy
3,908
+652
+20% +$92.6K 0.1% 85
2026
Q1 		$318K Sell
3,256
-24
-0.7% -$2.54K 0.05% 147
2025
Q4 		$384K Hold
3,280
– – 0.06% 131
2025
Q3 		$402K Sell
3,280
-400
-11% -$45.5K 0.07% 110
2025
Q2 		$469K Buy
3,680
+24
+0.7% +$2.6K 0.08% 96
2025
Q1 		$322K Hold
3,656
– – 0.06% 128
2024
Q4 		$313K Sell
3,656
-160
-4% -$13.3K 0.06% 131
2024
Q3 		$268K Buy
3,816
+1,360
+55% +$96.6K 0.05% 161
2024
Q2 		$235K Buy
+2,456
New +$204K 0.05% 162

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

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

LJI Wealth Management increased its CrowdStrike (CRWD) stake by 20% in Q2 2026, buying an estimated $92.6K and bringing the position to 3,908 shares worth $746K. The position accounts for 0.1% of the portfolio, ranked #85.

LJI Wealth Management first reported a position in CRWD in Q2 2024 and has held it in 9 quarters since. 2,446 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

  • LJI Wealth Management held 3,908 shares of CrowdStrike worth $746K as of Q2 2026.
  • LJI Wealth Management bought 652 CrowdStrike shares in Q2 2026, an estimated $92.6K.
  • CrowdStrike made up 0.1% of LJI Wealth Management's portfolio in Q2 2026, its #85 holding.
  • LJI Wealth Management first reported a position in CrowdStrike in Q2 2024 and has held it in 9 quarters since.
  • 2,446 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

Based on LJI Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.