Position in PANW
as of Mar 31, 2026
· filed May 19, 2026
Position Value
$3,279,184
+$446,188 QoQ
Shares Held
20,454
+33.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
19 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in PANW Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026Western Wealth Management, LLC holds $61,103,129 across 49 Software - Infrastructure names. PANW ranks #3 (5.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
112,983 | $41,822,916 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
56,801 | $8,308,849 | |
| 3 | PANW |
Palo Alto Networks Inc
This page
|
20,454 | $3,279,184 | |
| 4 | ORCL |
Oracle Corp
|
14,951 | $2,199,440 | |
| 5 | NET |
Cloudflare, Inc.
|
7,228 | $1,491,425 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
9,935 | $969,680 | |
| 7 | FFIV |
F5, Inc.
|
2,006 | $580,395 | |
| 8 | FTNT |
Fortinet, Inc.
|
6,487 | $530,117 |
All Filings in PANW
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,279,184 | 20,454 | Shares | Sole | 2026-05-19 | |
| 2025-12-31 | $2,832,996 | 15,380 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $2,957,784 | 14,526 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $2,659,910 | 12,998 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $2,215,589 | 12,984 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $2,264,310 | 12,444 | Shares | Sole | 2025-04-16 | |
| 2024-09-30 | $1,154,258 | 6,754 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $797,012 | 4,702 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $745,130 | 5,245 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $454,410 | 3,082 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $297,387 | 2,537 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $305,717 | 2,393 | Shares | Sole | 2023-08-30 | |
| 2023-03-31 | $198,341 | 1,986 | Shares | Sole | 2023-08-30 | |
| 2022-12-31 | $102,771 | 1,473 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $199,823 | 2,440 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $39,762 | 483 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $50,630 | 488 | Shares | Sole | 2022-05-10 | |
| 2020-09-30 | $37,324 | 915 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $34,067 | 890 | Shares | Sole | 2020-07-20 | |
| No filing history on record for this holder in this stock. | ||||||