GRIMES & Co WEALTH MANAGEMENT, LLC

Position in PANW — Palo Alto Networks Inc

CIK 1321993 WESTBOROUGH, MA

Position in PANW

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$774,114

+$474,156 QoQ

Shares Held

2,270

+21.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#1,808

of 2,893 holders

Holding Since

Mar 2023

9 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

GRIMES & Co WEALTH MANAGEMENT, LLC holds $72,133,367 across 8 Software - Infrastructure names. PANW ranks #4 (1.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	177,461	$66,196,501
2	ORCL	Oracle Corp	13,047	$1,912,036
3	CRWD	CrowdStrike Holdings, Inc.	28,160	$1,343,125
4	PANW	Palo Alto Networks Inc This page	2,270	$774,114
5	FFIV	F5, Inc.	1,423	$591,910
6	CHKP	Check Point Software Technologies Ltd	4,345	$571,063
7	PLTR	Palantir Technologies Inc.	4,319	$503,897
8	FTNT	Fortinet, Inc.	1,567	$240,721

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$774,114	2,270	+21.3%	Shares	Sole	2026-07-17
2026-03-31	$299,958	1,871	+22.8%	Shares	Sole	2026-04-21
2025-12-31	$280,536	1,523	-21.3%	Shares	Sole	2026-02-03
2025-09-30	$394,004	1,935	+6.5%	Shares	Sole	2025-10-27
2025-06-30	$371,830	1,817	+38.7%	Shares	Sole	2025-07-22
2025-03-31	$223,538	1,310	+5.3%	Shares	Sole	2025-04-17
2024-12-31	$226,358	1,244	+89.3%	Shares	Sole	2025-01-21
2024-09-30	$224,562	657	-49.9%	Shares	Sole	2024-10-22
2023-03-31	$262,058	1,312	—	Shares	Sole	2023-04-20
No filing history on record for this holder in this stock.