LPL Financial
CRWD icon

LPL Financial’s CrowdStrike CRWD Stock Holding History

LPL Financial’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 		$7.78M Buy
40,800
+34,000
+500% +$4.83M ﹤0.01% 2376
2026
Q1 		$664K Buy
6,800
+3,600
+113% +$381K ﹤0.01% 4522
2025
Q4 		$375K Buy
+3,200
New +$407K ﹤0.01% 4973
2025
Q3 		– Sell
-2,800
Closed -$357K – 5844
2025
Q2 		$357K Buy
+2,800
New +$304K ﹤0.01% 4646
2024
Q4 		– Sell
-5,200
Closed -$365K – 5315
2024
Q3 		$365K Buy
+5,200
New +$369K ﹤0.01% 4270
2024
Q2 		– Sell
-124
Closed -$994K – 5044
2024
Q1 		$994K Buy
+124
New +$9.49K ﹤0.01% 3186

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

LPL Financial's CRWD Position: Q2 2026 in Review

LPL Financial increased its CrowdStrike (CRWD) stake by 5.6% in Q2 2026, buying an estimated $22.4M and bringing the position to 2,959,528 shares worth $565M. The position accounts for 0.13% of the portfolio, ranked #167.

LPL Financial first reported a position in CRWD in Q4 2019 and has held it in 27 quarters since. 2,455 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

  • LPL Financial held 2,959,528 shares of CrowdStrike worth $565M as of Q2 2026.
  • LPL Financial bought 157,532 CrowdStrike shares in Q2 2026, an estimated $22.4M.
  • CrowdStrike made up 0.13% of LPL Financial's portfolio in Q2 2026, its #167 holding.
  • LPL Financial first reported a position in CrowdStrike in Q4 2019 and has held it in 27 quarters since.
  • 2,455 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.