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LM Advisors’s CrowdStrike CRWD Stock Holding History

LM Advisors’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 		$1.3M Buy
6,888
+3,416
+98% +$485K 0.15% 91
2026
Q1 		$2.22K Sell
3,472
-592
-15% -$62.7K 0.04% 180
2025
Q4 		$2.17K Sell
4,064
-4,676
-54% -$595K 0.04% 176
2025
Q3 		$1.07M Buy
8,740
+992
+13% +$113K 0.15% 87
2025
Q2 		$987K Buy
7,748
+1,984
+34% +$215K 0.13% 86
2025
Q1 		$508K Buy
5,764
+64
+1% +$6.1K 0.09% 153
2024
Q4 		$488K Sell
5,700
-2,800
-33% -$233K 0.09% 138
2024
Q3 		$596K Hold
8,500
– – 0.12% 107
2024
Q2 		$814K Sell
8,500
-2,000
-19% -$166K ﹤0.01% 104
2024
Q1 		$842K Sell
10,500
-400
-4% -$30.6K 0.13% 107
2023
Q4 		$696K Buy
+10,900
New +$571K 0.14% 96

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

LM Advisors's CRWD Position: Q2 2026 in Review

LM Advisors increased its CrowdStrike (CRWD) stake by 98% in Q2 2026, buying an estimated $485K and bringing the position to 6,888 shares worth $1.3M. The position accounts for 0.15% of the portfolio, ranked #91.

LM Advisors first reported a position in CRWD in Q4 2023 and has held it in 11 quarters since. 2,446 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

  • LM Advisors held 6,888 shares of CrowdStrike worth $1.3M as of Q2 2026.
  • LM Advisors bought 3,416 CrowdStrike shares in Q2 2026, an estimated $485K.
  • CrowdStrike made up 0.15% of LM Advisors's portfolio in Q2 2026, its #91 holding.
  • LM Advisors first reported a position in CrowdStrike in Q4 2023 and has held it in 11 quarters since.
  • 2,446 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

Based on LM Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.