Peterson Wealth Management’s CrowdStrike CRWD Stock Holding History

Peterson Wealth 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 Q1	$5.48M	Buy	56,164 +3,552	+7%	+$376K	3.18%	11
2025 Q4	$6.17M	Buy	52,612 +40,484	+334%	+$5.15M	4.58%	5
2025 Q3	$1.49M	Sell	12,128 -9,456	-44%	-$1.08M	1.03%	25
2025 Q2	$2.75M	Buy	21,584 +10,728	+99%	+$1.16M	1.63%	24
2025 Q1	$957K	Buy	10,856 +8,312	+327%	+$792K	0.64%	34
2024 Q4	$218K	Buy	+2,544	New	+$211K	0.13%	46
2024 Q3	–	Sell	-42,564	Closed	-$4.08M	–	52
2024 Q2	$4.08M	Buy	42,564 +16,872	+66%	+$1.4M	2.52%	15
2024 Q1	$2.06M	Buy	25,692 +7,784	+43%	+$596K	1.49%	25
2023 Q4	$1.14M	Buy	17,908 +656	+4%	+$34.3K	1.03%	31
2023 Q3	$722K	Buy	17,252 +1,504	+10%	+$58.4K	0.59%	40
2023 Q2	$578K	Buy	+15,748	New	+$549K	0.46%	43

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

Peterson Wealth Management's CRWD Position: Q1 2026 in Review

Peterson Wealth Management increased its CrowdStrike (CRWD) stake by 6.8% in Q1 2026, buying an estimated $376K and bringing the position to 56,164 shares worth $5.48M. The position accounts for 3.18% of the portfolio, ranked #11.

Peterson Wealth Management first reported a position in CRWD in Q2 2023 and has held it in 11 quarters since. The position peaked at $6.17M in Q4 2025. 2,074 funds tracked by Wall St. Rank hold CRWD as of Q1 2026.

Peterson Wealth Management held 56,164 shares of CrowdStrike worth $5.48M as of Q1 2026.
Peterson Wealth Management bought 3,552 CrowdStrike shares in Q1 2026, an estimated $376K.
CrowdStrike made up 3.18% of Peterson Wealth Management's portfolio in Q1 2026, its #11 holding.
Peterson Wealth Management first reported a position in CrowdStrike in Q2 2023 and has held it in 11 quarters since.
Peterson Wealth Management's CrowdStrike position peaked at $6.17M in Q4 2025.
2,074 funds tracked by Wall St. Rank held CrowdStrike as of Q1 2026.

Based on Peterson Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.