EVERMAY WEALTH MANAGEMENT LLC
Position in CRWD — CrowdStrike Holdings, Inc.
CIK 1066816
ARLINGTON, VA
Position in CRWD
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$70,399
+$50,489 QoQ
Shares Held
1,476
+623.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#2,149
of 2,437 holders
Holding Since
Jun 2021
20 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CRWD Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026EVERMAY WEALTH MANAGEMENT LLC holds $8,988,094 across 9 Software - Infrastructure names. CRWD ranks #7 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
16,981 | $6,334,252 | |
| 2 | PANW |
Palo Alto Networks Inc
|
4,463 | $1,521,972 | |
| 3 | ORCL |
Oracle Corp
|
3,618 | $530,217 | |
| 4 | SNPS |
Synopsys Inc
|
810 | $361,316 | |
| 5 | FTNT |
Fortinet, Inc.
|
515 | $79,114 | |
| 6 | PLTR |
Palantir Technologies Inc.
|
672 | $78,402 | |
| 7 | CRWD |
CrowdStrike Holdings, Inc.
This page
|
1,476 | $70,399 | |
| 8 | NET |
Cloudflare, Inc.
|
35 | $8,584 |
All Filings in CRWD
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $70,399 | 369 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $19,910 | 51 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $23,906 | 51 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $146,623 | 299 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $152,283 | 299 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $17,981 | 51 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $17,450 | 51 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $14,023 | 50 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $19,159 | 50 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $16,029 | 50 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $12,766 | 50 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $8,369 | 50 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $7,343 | 50 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $6,863 | 50 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $5,264 | 50 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $4,120 | 25 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $4,214 | 25 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $5,677 | 25 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $17,403 | 85 | Shares | Sole | 2022-02-14 | |
| 2021-06-30 | $70,366 | 280 | Shares | Sole | 2021-08-13 | |
| No filing history on record for this holder in this stock. | ||||||