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Williamson Legacy Group’s CrowdStrike CRWD Stock Holding History

Williamson Legacy Group’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 		$505K Buy
+2,648
New +$376K 0.25% 65
2024
Q3 		– Sell
-31,216
Closed -$2.99M – 113
2024
Q2 		$2.99M Sell
31,216
-20
-0.1% -$1.66K 2.22% 5
2024
Q1 		$2.5M Buy
31,236
+252
+0.8% +$19.3K 1.94% 8
2023
Q4 		$1.98M Buy
+30,984
New +$1.62M 1.83% 7

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

Williamson Legacy Group's CRWD Position: Q2 2026 in Review

Williamson Legacy Group opened a new position in CrowdStrike (CRWD) in Q2 2026: 2,648 shares worth $505K. The stake represents 0.25% of the portfolio and ranks #65 among its holdings. This is a return to the name: Williamson Legacy Group previously reported a position in CRWD as recently as Q2 2024.

Williamson Legacy Group first reported a position in CRWD in Q4 2023 and has held it in 4 quarters since. The position peaked at $2.99M in Q2 2024. 2,454 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

  • Williamson Legacy Group held 2,648 shares of CrowdStrike worth $505K as of Q2 2026.
  • CrowdStrike was a new Williamson Legacy Group position in Q2 2026.
  • CrowdStrike made up 0.25% of Williamson Legacy Group's portfolio in Q2 2026, its #65 holding.
  • Williamson Legacy Group first reported a position in CrowdStrike in Q4 2023 and has held it in 4 quarters since.
  • Williamson Legacy Group's CrowdStrike position peaked at $2.99M in Q2 2024.
  • 2,454 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

Based on Williamson Legacy Group's 13F filing for Q2 2026, filed 13 Aug 2026.