Williams Jones Wealth Management, LLC.
Position in CRWD — CrowdStrike Holdings, Inc.
CIK 1788587
New York, NY
Position in CRWD
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,373,652
+$685,750 QoQ
Shares Held
7,200
+2.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,024
of 2,437 holders
Holding Since
Jun 2020
25 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, 2026Williams Jones Wealth Management, LLC. holds $409,990,813 across 9 Software - Infrastructure names. CRWD ranks #5 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
983,325 | $366,799,891 | |
| 2 | FTNT |
Fortinet, Inc.
|
154,491 | $23,732,907 | |
| 3 | ORCL |
Oracle Corp
|
85,334 | $12,505,697 | |
| 4 | WEX |
WEX Inc.
|
18,476 | $2,606,778 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
This page
|
7,200 | $1,373,652 | |
| 6 | VHC |
VirnetX Holding Corp
|
99,271 | $1,260,741 | |
| 7 | PANW |
Palo Alto Networks Inc
|
3,230 | $1,101,494 | |
| 8 | PLTR |
Palantir Technologies Inc.
|
4,029 | $470,063 |
All Filings in CRWD
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,373,652 | 1,800 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $687,902 | 1,762 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $824,548 | 1,759 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $862,578 | 1,759 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,094,507 | 2,149 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $766,508 | 2,174 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $743,855 | 2,174 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $874,224 | 3,117 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $7,500,177 | 19,573 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $1,224,653 | 3,820 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $2,167,156 | 8,488 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,419,047 | 8,478 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,245,457 | 8,480 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,198,417 | 8,731 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $918,655 | 8,725 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,438,626 | 8,729 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,488,216 | 8,829 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $2,033,501 | 8,955 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $6,866,700 | 33,537 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $4,928,626 | 20,053 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $4,985,990 | 19,840 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $2,628,874 | 14,404 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $825,250 | 3,896 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $381,612 | 2,779 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $278,705 | 2,779 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||