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Lodestone Wealth Management’s CrowdStrike CRWD Stock Holding History

Lodestone 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 		$743K Sell
3,892
-340
-8% -$48.3K 0.26% 88
2026
Q1 		$413K Buy
4,232
+552
+15% +$58.5K 0.16% 119
2025
Q4 		$431K Buy
3,680
+164
+5% +$20.9K 0.18% 112
2025
Q3 		$431K Buy
+3,516
New +$400K 0.19% 112

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

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

Lodestone Wealth Management reduced its CrowdStrike (CRWD) stake by 8% in Q2 2026, selling an estimated $48.3K and leaving 3,892 shares worth $743K. The position accounts for 0.26% of the portfolio, ranked #88.

Lodestone Wealth Management first reported a position in CRWD in Q3 2025 and has held it in 4 quarters since. 2,446 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

  • Lodestone Wealth Management held 3,892 shares of CrowdStrike worth $743K as of Q2 2026.
  • Lodestone Wealth Management sold 340 CrowdStrike shares in Q2 2026, an estimated $48.3K.
  • CrowdStrike made up 0.26% of Lodestone Wealth Management's portfolio in Q2 2026, its #88 holding.
  • Lodestone Wealth Management first reported a position in CrowdStrike in Q3 2025 and has held it in 4 quarters since.
  • 2,446 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.