Cornerstone Wealth Management, LLC
Position in PANW — Palo Alto Networks Inc
CIK 1674117
ST. PETERS, MO
Position in PANW
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$2,407,260
+$1,309,229 QoQ
Shares Held
7,059
+3.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#1,291
of 2,893 holders
Holding Since
Mar 2023
11 quarters on record
Voting authority
Sole 11%
Shared 0%
None 89%
Common Shares in PANW Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Cornerstone Wealth Management, LLC holds $41,457,265 across 16 Software - Infrastructure names. PANW ranks #3 (5.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
82,562 | $30,797,277 | |
| 2 | ORCL |
Oracle Corp
|
17,094 | $2,505,125 | |
| 3 | PANW |
Palo Alto Networks Inc
This page
|
7,059 | $2,407,260 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
16,327 | $1,904,871 | |
| 5 | OKTA |
Okta, Inc.
|
5,070 | $691,801 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
12,316 | $587,427 | |
| 7 | FTNT |
Fortinet, Inc.
|
3,425 | $526,148 | |
| 8 | CRWV |
CoreWeave, Inc.
|
3,848 | $383,029 |
All Filings in PANW
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,407,260 | 7,059 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $1,098,031 | 6,849 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $485,919 | 2,638 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $482,375 | 2,369 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $502,391 | 2,455 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $418,921 | 2,455 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $394,853 | 2,170 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $349,661 | 1,023 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $309,177 | 912 | Shares | Sole | 2024-07-16 | |
| 2023-09-30 | $376,041 | 1,604 | Shares | Sole | 2023-11-07 | |
| 2023-03-31 | $210,725 | 1,055 | Shares | Sole | 2023-05-15 | |
| No filing history on record for this holder in this stock. | ||||||