XWM
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Xcel Wealth Management’s CrowdStrike CRWD Stock Holding History

Xcel Wealth Management’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 		$2.71M Buy
27,740
+4,380
+19% +$464K 0.75% 35
2025
Q4 		$2.74M Buy
23,360
+12
+0.1% +$1.53K 0.7% 40
2025
Q3 		$2.86M Buy
23,348
+300
+1% +$34.1K 0.74% 38
2025
Q2 		$2.93M Buy
23,048
+104
+0.5% +$11.3K 0.84% 34
2025
Q1 		$2.02M Buy
22,944
+1,344
+6% +$128K 0.63% 41
2024
Q4 		$1.85M Buy
21,600
+1,560
+8% +$130K 0.51% 40
2024
Q3 		$1.41M Buy
20,040
+10,340
+107% +$734K 0.41% 51
2024
Q2 		$929K Hold
9,700
– – 0.29% 62
2024
Q1 		$777K Buy
9,700
+40
+0.4% +$3.06K 0.24% 68
2023
Q4 		$617K Sell
9,660
-1,160
-11% -$60.7K 0.22% 71
2023
Q3 		$453K Sell
10,820
-25,788
-70% -$1M 0.18% 79
2023
Q2 		$1.34M Buy
36,608
+2,260
+7% +$78.7K 0.42% 53
2023
Q1 		$1.18M Sell
34,348
-1,040
-3% -$30.1K 0.41% 52
2022
Q4 		$932K Buy
35,388
+2,264
+7% +$77.5K 0.37% 55
2022
Q3 		$1.36M Buy
33,124
+4,216
+15% +$193K 0.51% 49
2022
Q2 		$1.22M Sell
28,908
-3,012
-9% -$136K 0.44% 51
2022
Q1 		$1.81M Buy
31,920
+1,560
+5% +$72.7K 0.5% 56
2021
Q4 		$1.55M Sell
30,360
-1,604
-5% -$97.7K 0.4% 60
2021
Q3 		$1.96M Buy
31,964
+4,540
+17% +$293K 0.57% 52
2021
Q2 		$1.72M Buy
27,424
+2,732
+11% +$147K 0.52% 51
2021
Q1 		$1.13M Buy
24,692
+5,016
+25% +$265K 0.4% 59
2020
Q4 		$1.04M Buy
19,676
+3,964
+25% +$154K 0.45% 50
2020
Q3 		$539K Buy
15,712
+7,512
+92% +$219K 0.28% 70
2020
Q2 		$205K Buy
+8,200
New +$164K 0.13% 95

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

Xcel Wealth Management's CRWD Position: Q1 2026 in Review

Xcel Wealth Management increased its CrowdStrike (CRWD) stake by 19% in Q1 2026, buying an estimated $464K and bringing the position to 27,740 shares worth $2.71M. The position accounts for 0.75% of the portfolio, ranked #35.

Xcel Wealth Management first reported a position in CRWD in Q2 2020 and has held it in 24 quarters since. The position peaked at $2.93M in Q2 2025. 2,073 funds tracked by Wall St. Rank hold CRWD as of Q1 2026.

  • Xcel Wealth Management held 27,740 shares of CrowdStrike worth $2.71M as of Q1 2026.
  • Xcel Wealth Management bought 4,380 CrowdStrike shares in Q1 2026, an estimated $464K.
  • CrowdStrike made up 0.75% of Xcel Wealth Management's portfolio in Q1 2026, its #35 holding.
  • Xcel Wealth Management first reported a position in CrowdStrike in Q2 2020 and has held it in 24 quarters since.
  • Xcel Wealth Management's CrowdStrike position peaked at $2.93M in Q2 2025.
  • 2,073 funds tracked by Wall St. Rank held CrowdStrike as of Q1 2026.

Based on Xcel Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.