Cornerstone Wealth Management, LLC
Position in CRWD — CrowdStrike Holdings, Inc.
CIK 1674117
ST. PETERS, MO
Position in CRWD
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$587,427
-$688,432 QoQ
Shares Held
12,316
-5.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,384
of 2,437 holders
Holding Since
Mar 2020
18 quarters on record
Voting authority
Sole 5%
Shared 0%
None 95%
Common Shares in CRWD Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Cornerstone Wealth Management, LLC holds $41,457,265 across 16 Software - Infrastructure names. CRWD ranks #6 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
82,562 | $30,797,277 | |
| 2 | ORCL |
Oracle Corp
|
17,094 | $2,505,125 | |
| 3 | PANW |
Palo Alto Networks Inc
|
7,059 | $2,407,260 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
16,327 | $1,904,871 | |
| 5 | OKTA |
Okta, Inc.
|
5,070 | $691,801 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
This page
|
12,316 | $587,427 | |
| 7 | FTNT |
Fortinet, Inc.
|
3,425 | $526,148 | |
| 8 | CRWV |
CoreWeave, Inc.
|
3,848 | $383,029 |
All Filings in CRWD
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $587,427 | 3,079 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $1,275,859 | 3,268 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $1,233,776 | 2,632 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,193,584 | 2,434 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,088,904 | 2,138 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $699,518 | 1,984 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $637,444 | 1,863 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $327,588 | 1,168 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $505,810 | 1,320 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $352,969 | 1,101 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $287,235 | 1,125 | Shares | Sole | 2024-01-10 | |
| 2022-03-31 | $278,173 | 1,225 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $378,378 | 1,848 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $421,758 | 1,716 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $298,304 | 1,187 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $212,076 | 1,162 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $226,011 | 1,067 | Shares | Sole | 2021-01-29 | |
| 2020-03-31 | $245,548 | 4,410 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||