Position in AI
as of Mar 31, 2026
· filed May 19, 2026
Position Value
$25,655
-$413,805 QoQ
Shares Held
3,047
-85.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AI Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Western Wealth Management, LLC holds $67,515,117 across 9 Software - Infrastructure names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
117,370 | $43,781,357 | |
| 2 | CRWD |
CrowdStrike Holdings, Inc.
|
39,916 | $7,615,374 | |
| 3 | PANW |
Palo Alto Networks Inc
|
17,506 | $5,969,896 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
48,685 | $5,680,078 | |
| 5 | ORCL |
Oracle Corp
|
19,141 | $2,805,113 | |
| 6 | FFIV |
F5, Inc.
|
1,576 | $655,552 | |
| 7 | NET |
Cloudflare, Inc.
|
2,019 | $495,220 | |
| 8 | TWLO |
Twilio Inc
|
1,337 | $275,863 |
All Filings in AI
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $25,655 | 3,047 | Shares | Sole | 2026-05-19 | |
| 2025-03-31 | $439,460 | 20,877 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $575,910 | 16,727 | Shares | Sole | 2025-04-16 | |
| 2024-09-30 | $420,923 | 17,372 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $288,789 | 9,972 | Shares | Sole | 2024-07-19 | |
| No filing history on record for this holder in this stock. | ||||||