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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial's CRWD Position: Q1 2026 in Review

LPL Financial increased its CrowdStrike (CRWD) stake by 5.4% in Q1 2026, buying an estimated $15.3M and bringing the position to 2,801,996 shares worth $273M. The position accounts for 0.07% of the portfolio, ranked #267.

LPL Financial first reported a position in CRWD in Q4 2019 and has held it in 26 quarters since. The position peaked at $328M in Q2 2025. 2,073 funds tracked by Wall St. Rank hold CRWD as of Q1 2026.

LPL Financial held 2,801,996 shares of CrowdStrike worth $273M as of Q1 2026.
LPL Financial bought 144,572 CrowdStrike shares in Q1 2026, an estimated $15.3M.
CrowdStrike made up 0.07% of LPL Financial's portfolio in Q1 2026, its #267 holding.
LPL Financial first reported a position in CrowdStrike in Q4 2019 and has held it in 26 quarters since.
LPL Financial's CrowdStrike position peaked at $328M in Q2 2025.
2,073 funds tracked by Wall St. Rank held CrowdStrike as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.