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 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 $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

M3 Advisory Group's CRWD Position: Q1 2026 in Review

M3 Advisory Group increased its CrowdStrike (CRWD) stake by 7.6% in Q1 2026, buying an estimated $28.4K and bringing the position to 3,816 shares worth $372K. The position accounts for 0.23% of the portfolio, ranked #78.

M3 Advisory Group first reported a position in CRWD in Q1 2024 and has held it in 9 quarters since. The position peaked at $460K in Q2 2025. 2,073 funds tracked by Wall St. Rank hold CRWD as of Q1 2026.

M3 Advisory Group held 3,816 shares of CrowdStrike worth $372K as of Q1 2026.
M3 Advisory Group bought 268 CrowdStrike shares in Q1 2026, an estimated $28.4K.
CrowdStrike made up 0.23% of M3 Advisory Group's portfolio in Q1 2026, its #78 holding.
M3 Advisory Group first reported a position in CrowdStrike in Q1 2024 and has held it in 9 quarters since.
M3 Advisory Group's CrowdStrike position peaked at $460K in Q2 2025.
2,073 funds tracked by Wall St. Rank held CrowdStrike as of Q1 2026.

Based on M3 Advisory Group's 13F filing for Q1 2026, filed 22 Apr 2026.