M3 Advisory Group’s CrowdStrike CRWD Stock Holding History

M3 Advisory Group’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	$684K	Sell	3,584 -232	-6%	-$33K	0.35%	54
2026 Q1	$372K	Buy	3,816 +268	+8%	+$28.4K	0.23%	78
2025 Q4	$416K	Sell	3,548 -36	-1%	-$4.58K	0.25%	72
2025 Q3	$439K	Sell	3,584 -32	-0.9%	-$3.64K	0.27%	68
2025 Q2	$460K	Sell	3,616 -136	-4%	-$14.7K	0.32%	64
2025 Q1	$331K	Sell	3,752 -1,000	-21%	-$95.3K	0.26%	81
2024 Q4	$407K	Buy	4,752 +128	+3%	+$10.6K	0.29%	75
2024 Q3	$324K	Buy	4,624 +680	+17%	+$48.3K	0.24%	95
2024 Q2	$378K	Sell	3,944 -48	-1%	-$3.99K	0.31%	77
2024 Q1	$320K	Buy	+3,992	New	+$306K	0.29%	81

Other funds holding CRWD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

M3 Advisory Group's CRWD Position: Q2 2026 in Review

M3 Advisory Group reduced its CrowdStrike (CRWD) stake by 6.1% in Q2 2026, selling an estimated $33K and leaving 3,584 shares worth $684K. The position accounts for 0.35% of the portfolio, ranked #54.

M3 Advisory Group first reported a position in CRWD in Q1 2024 and has held it in 10 quarters since. 2,454 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

M3 Advisory Group held 3,584 shares of CrowdStrike worth $684K as of Q2 2026.
M3 Advisory Group sold 232 CrowdStrike shares in Q2 2026, an estimated $33K.
CrowdStrike made up 0.35% of M3 Advisory Group's portfolio in Q2 2026, its #54 holding.
M3 Advisory Group first reported a position in CrowdStrike in Q1 2024 and has held it in 10 quarters since.
2,454 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

Based on M3 Advisory Group's 13F filing for Q2 2026, filed 24 Jul 2026.