WMG Financial Advisors’s CrowdStrike CRWD Stock Holding History

WMG Financial Advisors’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	$968K	Buy	5,076 +168	+3%	+$23.9K	0.36%	32
2026 Q1	$479K	Buy	+4,908	New	+$520K	0.2%	47
2025 Q4	–	Sell	-4,496	Closed	-$551K	–	121
2025 Q3	$551K	Buy	4,496 +1,180	+36%	+$134K	0.18%	83
2025 Q2	$422K	Buy	3,316 +528	+19%	+$57.2K	0.16%	95
2025 Q1	$246K	Sell	2,788 -180	-6%	-$17.1K	0.1%	143
2024 Q4	$254K	Hold	2,968	–	–	0.11%	136
2024 Q3	$208K	Buy	2,968 +188	+7%	+$13.4K	0.09%	160
2024 Q2	$266K	Buy	+2,780	New	+$231K	0.14%	113
2023 Q1	–	Sell	-12,564	Closed	-$331K	–	123
2022 Q4	$331K	Sell	12,564 -5,800	-32%	-$198K	0.28%	77
2022 Q3	$752K	Hold	18,364	–	–	0.68%	43
2022 Q2	$775K	Buy	18,364 +500	+3%	+$22.6K	0.67%	44
2022 Q1	$1.02M	Buy	17,864 +856	+5%	+$39.9K	0.75%	33
2021 Q4	$866K	Buy	+17,008	New	+$1.04M	0.67%	38

Other funds holding CRWD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

WMG Financial Advisors's CRWD Position: Q2 2026 in Review

WMG Financial Advisors increased its CrowdStrike (CRWD) stake by 3.4% in Q2 2026, buying an estimated $23.9K and bringing the position to 5,076 shares worth $968K. The position accounts for 0.36% of the portfolio, ranked #32.

WMG Financial Advisors first reported a position in CRWD in Q4 2021 and has held it in 13 quarters since. The position peaked at $1.02M in Q1 2022. 2,454 funds tracked by Wall St. Rank hold CRWD as of Q2 2026.

WMG Financial Advisors held 5,076 shares of CrowdStrike worth $968K as of Q2 2026.
WMG Financial Advisors bought 168 CrowdStrike shares in Q2 2026, an estimated $23.9K.
CrowdStrike made up 0.36% of WMG Financial Advisors's portfolio in Q2 2026, its #32 holding.
WMG Financial Advisors first reported a position in CrowdStrike in Q4 2021 and has held it in 13 quarters since.
WMG Financial Advisors's CrowdStrike position peaked at $1.02M in Q1 2022.
2,454 funds tracked by Wall St. Rank held CrowdStrike as of Q2 2026.

Based on WMG Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.