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Summit Financial’s CrowdStrike CRWD Stock Holding History

Summit Financial’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 		$9.26M Buy
94,876
+16,816
+22% +$1.78M 0.12% 170
2025
Q4 		$9.15M Buy
78,060
+464
+0.6% +$59.1K 0.13% 139
2025
Q3 		$9.51M Buy
77,596
+26,820
+53% +$3.05M 0.15% 131
2025
Q2 		$6.47M Buy
50,776
+6,648
+15% +$721K 0.15% 124
2025
Q1 		$3.89M Buy
44,128
+5,212
+13% +$497K 0.11% 161
2024
Q4 		$3.33M Buy
38,916
+544
+1% +$45.2K 0.12% 148
2024
Q3 		$2.69M Buy
38,372
+748
+2% +$53.1K 0.11% 151
2024
Q2 		$3.6M Buy
37,624
+3,156
+9% +$262K 0.16% 97
2024
Q1 		$2.76M Buy
34,468
+12
+0% +$919 0.16% 79
2023
Q4 		$2.2M Buy
34,456
+1,892
+6% +$99.1K 0.14% 97
2023
Q3 		$1.36M Buy
+32,564
New +$1.27M 0.1% 128

Other funds holding CRWD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Summit Financial's CRWD Position: Q1 2026 in Review

Summit Financial increased its CrowdStrike (CRWD) stake by 22% in Q1 2026, buying an estimated $1.78M and bringing the position to 94,876 shares worth $9.26M. The position accounts for 0.12% of the portfolio, ranked #170.

Summit Financial first reported a position in CRWD in Q3 2023 and has held it in 11 quarters since. The position peaked at $9.51M in Q3 2025. 2,073 funds tracked by Wall St. Rank hold CRWD as of Q1 2026.

  • Summit Financial held 94,876 shares of CrowdStrike worth $9.26M as of Q1 2026.
  • Summit Financial bought 16,816 CrowdStrike shares in Q1 2026, an estimated $1.78M.
  • CrowdStrike made up 0.12% of Summit Financial's portfolio in Q1 2026, its #170 holding.
  • Summit Financial first reported a position in CrowdStrike in Q3 2023 and has held it in 11 quarters since.
  • Summit Financial's CrowdStrike position peaked at $9.51M in Q3 2025.
  • 2,073 funds tracked by Wall St. Rank held CrowdStrike as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.