Philip James Wealth Mangement’s CrowdStrike CRWD Stock Holding History

Philip James Wealth Mangement’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	$691K	Sell	7,080 -196	-3%	-$20.8K	0.08%	94
2025 Q4	$853K	Sell	7,276 -124	-2%	-$15.8K	0.1%	95
2025 Q3	$907K	Sell	7,400 -392	-5%	-$44.6K	0.11%	90
2025 Q2	$992K	Buy	7,792 +140	+2%	+$15.2K	0.13%	87
2025 Q1	$674K	Sell	7,652 -452	-6%	-$43.1K	0.08%	97
2024 Q4	$693K	Sell	8,104 -212	-3%	-$17.6K	0.09%	93
2024 Q3	$583K	Buy	8,316 +516	+7%	+$36.6K	0.07%	93
2024 Q2	$747K	Buy	7,800 +224	+3%	+$18.6K	0.5%	28
2024 Q1	$607K	Sell	7,576 -12	-0.2%	-$919	0.43%	29
2023 Q4	$484K	Buy	+7,588	New	+$397K	0.38%	33

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

Philip James Wealth Mangement's CRWD Position: Q1 2026 in Review

Philip James Wealth Mangement reduced its CrowdStrike (CRWD) stake by 2.7% in Q1 2026, selling an estimated $20.8K and leaving 7,080 shares worth $691K. The position accounts for 0.08% of the portfolio, ranked #94.

Philip James Wealth Mangement first reported a position in CRWD in Q4 2023 and has held it in 10 quarters since. The position peaked at $992K in Q2 2025. 2,073 funds tracked by Wall St. Rank hold CRWD as of Q1 2026.

Philip James Wealth Mangement held 7,080 shares of CrowdStrike worth $691K as of Q1 2026.
Philip James Wealth Mangement sold 196 CrowdStrike shares in Q1 2026, an estimated $20.8K.
CrowdStrike made up 0.08% of Philip James Wealth Mangement's portfolio in Q1 2026, its #94 holding.
Philip James Wealth Mangement first reported a position in CrowdStrike in Q4 2023 and has held it in 10 quarters since.
Philip James Wealth Mangement's CrowdStrike position peaked at $992K in Q2 2025.
2,073 funds tracked by Wall St. Rank held CrowdStrike as of Q1 2026.

Based on Philip James Wealth Mangement's 13F filing for Q1 2026, filed 28 Apr 2026.