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Montgomery Investment Management’s CrowdStrike CRWD Stock Holding History

Montgomery Investment 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 		$240K Buy
+1,260
New +$179K 0.07% 103
2025
Q4 		– Sell
-2,884
Closed -$354K – 97
2025
Q3 		$354K Hold
2,884
– – 0.12% 78
2025
Q2 		$367K Sell
2,884
-1,616
-36% -$175K 0.14% 76
2025
Q1 		$397K Hold
4,500
– – 0.16% 68
2024
Q4 		$385K Hold
4,500
– – 0.15% 70
2024
Q3 		$316K Buy
+4,500
New +$320K 0.11% 74

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

Montgomery Investment Management's CRWD Position: Q2 2026 in Review

Montgomery Investment Management opened a new position in CrowdStrike (CRWD) in Q2 2026: 1,260 shares worth $240K. The stake represents 0.07% of the portfolio and ranks #103 among its holdings. This is a return to the name: Montgomery Investment Management previously reported a position in CRWD as recently as Q3 2025.

Montgomery Investment Management first reported a position in CRWD in Q3 2024 and has held it in 6 quarters since. The position peaked at $397K in Q1 2025. 2,457 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

  • Montgomery Investment Management held 1,260 shares of CrowdStrike worth $240K as of Q2 2026.
  • CrowdStrike was a new Montgomery Investment Management position in Q2 2026.
  • CrowdStrike made up 0.07% of Montgomery Investment Management's portfolio in Q2 2026, its #103 holding.
  • Montgomery Investment Management first reported a position in CrowdStrike in Q3 2024 and has held it in 6 quarters since.
  • Montgomery Investment Management's CrowdStrike position peaked at $397K in Q1 2025.
  • 2,457 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

Based on Montgomery Investment Management's 13F filing for Q2 2026, filed 15 Jul 2026.