Position in PANW
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$6,187,871
-$348,466 QoQ
Shares Held
38,597
+8.8% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
20 quarters on record
Voting authority
Sole 25%
Shared 0%
None 75%
Common Shares in PANW Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026Meridian Wealth Management, LLC holds $104,150,312 across 12 Software - Infrastructure names. PANW ranks #4 (5.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
169,280 | $62,662,377 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
130,559 | $19,098,170 | |
| 3 | ORCL |
Oracle Corp
|
55,297 | $8,134,741 | |
| 4 | PANW |
Palo Alto Networks Inc
This page
|
38,597 | $6,187,871 | |
| 5 | NET |
Cloudflare, Inc.
|
17,282 | $3,565,967 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
13,674 | $1,334,616 | |
| 7 | TWLO |
Twilio Inc
|
7,735 | $973,217 | |
| 8 | CRWV |
CoreWeave, Inc.
|
12,109 | $938,084 |
All Filings in PANW
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,187,871 | 38,597 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $6,536,337 | 35,485 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $6,713,962 | 32,973 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $6,668,808 | 32,588 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $5,415,089 | 31,734 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $5,559,241 | 30,552 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $2,655,102 | 15,536 | Shares | Sole | 2024-11-12 | |
| 2024-03-31 | $2,573,649 | 18,116 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $2,754,031 | 18,679 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $4,283,922 | 36,546 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $714,789 | 5,595 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $452,411 | 4,530 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $312,848 | 4,484 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $626,005 | 7,644 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $205,149 | 2,492 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $233,545 | 2,251 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $176,492 | 1,902 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $120,707 | 1,512 | Shares | Sole | 2021-10-15 | |
| 2021-06-30 | $92,762 | 1,500 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $116,800 | 2,176 | Shares | Sole | 2021-05-07 | |
| No filing history on record for this holder in this stock. | ||||||