Pinnacle Wealth Management Advisory Group, LLC

Position in PANW — Palo Alto Networks Inc

CIK 1631864 RED BANK, NJ

Back to PANW Full portfolio

Position in PANW

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$1,137,983

+$700,470 QoQ

Shares Held

3,337

+22.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#1,642

of 2,893 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Common Shares in PANW Over Time

Shares Held

Position Value (USD)

Position in Software - Infrastructure

Technology · as of Jun 30, 2026

Pinnacle Wealth Management Advisory Group, LLC holds $43,198,681 across 15 Software - Infrastructure names. PANW ranks #4 (2.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	88,637	$33,063,373
2	ORCL	Oracle Corp	20,230	$2,964,706
3	PLTR	Palantir Technologies Inc.	19,212	$2,241,464
4	PANW	Palo Alto Networks Inc This page	3,337	$1,137,983
5	FTNT	Fortinet, Inc.	3,983	$611,868
6	FFIV	F5, Inc.	1,452	$603,973
7	SNPS	Synopsys Inc	1,236	$551,342
8	CRWD	CrowdStrike Holdings, Inc.	2,828	$539,539

All Filings in PANW

Export CSV

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,137,983	3,337	+22.3%	Shares	Sole	2026-08-05
2026-03-31	$437,513	2,729	-30.6%	Shares	Sole	2026-04-21
2025-12-31	$724,827	3,935	+68.5%	Shares	Sole	2026-02-02
2025-09-30	$475,452	2,335	-3.1%	Shares	Sole	2025-10-20
2025-06-30	$493,182	2,410	0.0%	Shares	Sole	2025-08-07
2025-03-31	$411,242	2,410	+1.7%	Shares	Sole	2025-05-07
2024-12-31	$431,063	2,369	+95.6%	Shares	Sole	2025-01-31
2024-09-30	$413,919	1,211	+0.2%	Shares	Sole	2024-10-16
2024-06-30	$409,524	1,208	+15.0%	Shares	Sole	2024-07-25
2024-03-31	$298,336	1,050	+2.4%	Shares	Sole	2024-05-01
2023-12-31	$302,252	1,025	—	Shares	Sole	2024-02-07
No filing history on record for this holder in this stock.