Stamos Capital Partners’s CrowdStrike CRWD Stock Holding History

Stamos Capital Partners’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	$2.87M	Buy	29,436 +19,568	+198%	+$2.07M	0.45%	73
2025 Q4	$1.16M	Sell	9,868 -196	-2%	-$25K	0.19%	116
2025 Q3	$1.23M	Buy	10,064 +1,956	+24%	+$222K	0.23%	102
2025 Q2	$1.03M	Sell	8,108 -268	-3%	-$29.1K	0.19%	113
2025 Q1	$738K	Buy	8,376 +2,656	+46%	+$253K	0.19%	116
2024 Q4	$489K	Sell	5,720 -11,080	-66%	-$921K	0.11%	125
2024 Q3	$1.18M	Buy	+16,800	New	+$1.19M	0.28%	91
2023 Q4	–	Sell	-39,640	Closed	-$1.66M	–	122
2023 Q3	$1.66M	Buy	+39,640	New	+$1.54M	0.37%	76
2022 Q4	–	Sell	-12,560	Closed	-$518K	–	140
2022 Q3	$518K	Buy	+12,560	New	+$574K	0.13%	123

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

Stamos Capital Partners's CRWD Position: Q1 2026 in Review

Stamos Capital Partners increased its CrowdStrike (CRWD) stake by 198% in Q1 2026, buying an estimated $2.07M and bringing the position to 29,436 shares worth $2.87M. The position accounts for 0.45% of the portfolio, ranked #73.

Stamos Capital Partners first reported a position in CRWD in Q3 2022 and has held it in 9 quarters since. 2,075 funds tracked by Wall St. Rank hold CRWD as of Q1 2026.

Stamos Capital Partners held 29,436 shares of CrowdStrike worth $2.87M as of Q1 2026.
Stamos Capital Partners bought 19,568 CrowdStrike shares in Q1 2026, an estimated $2.07M.
CrowdStrike made up 0.45% of Stamos Capital Partners's portfolio in Q1 2026, its #73 holding.
Stamos Capital Partners first reported a position in CrowdStrike in Q3 2022 and has held it in 9 quarters since.
2,075 funds tracked by Wall St. Rank held CrowdStrike as of Q1 2026.

Based on Stamos Capital Partners's 13F filing for Q1 2026, filed 14 May 2026.