Position in PANW
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$2,571,631
+$2,034,239 QoQ
Shares Held
7,541
+125.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#1,260
of 2,893 holders
Holding Since
Mar 2022
18 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, 2026NWAM LLC holds $107,463,190 across 11 Software - Infrastructure names. PANW ranks #4 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
236,996 | $88,404,247 | |
| 2 | BB |
BLACKBERRY Ltd
|
558,925 | $7,070,401 | |
| 3 | ORCL |
Oracle Corp
|
18,334 | $2,686,847 | |
| 4 | PANW |
Palo Alto Networks Inc
This page
|
7,541 | $2,571,631 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
21,270 | $2,481,570 | |
| 6 | XYZ |
Block, Inc.
|
20,968 | $1,593,568 | |
| 7 | NET |
Cloudflare, Inc.
|
5,005 | $1,227,626 | |
| 8 | CRWD |
CrowdStrike Holdings, Inc.
|
12,916 | $616,044 |
All Filings in PANW
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,571,631 | 7,541 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $537,392 | 3,352 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $654,646 | 3,554 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $756,448 | 3,715 | Shares | Sole | 2026-02-04 | |
| 2025-06-30 | $790,933 | 3,865 | Shares | Sole | 2026-02-04 | |
| 2025-03-31 | $593,997 | 3,481 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $721,289 | 3,964 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $655,914 | 1,919 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $402,404 | 1,187 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $363,118 | 1,278 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $322,598 | 1,094 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $303,834 | 1,296 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $325,519 | 1,274 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $585,837 | 2,933 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $438,992 | 3,146 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $2,992,279 | 18,269 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,209,886 | 4,474 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $2,823,706 | 4,536 | Shares | Sole | 2022-05-12 | |
| No filing history on record for this holder in this stock. | ||||||