Williams Jones Wealth Management, LLC.
Position in PANW — Palo Alto Networks Inc
CIK 1788587
New York, NY
Position in PANW
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,101,494
+$607,388 QoQ
Shares Held
3,230
+4.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,652
of 2,892 holders
Holding Since
Jun 2023
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PANW Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Williams Jones Wealth Management, LLC. holds $409,990,813 across 9 Software - Infrastructure names. PANW ranks #7 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
983,325 | $366,799,891 | |
| 2 | FTNT |
Fortinet, Inc.
|
154,491 | $23,732,907 | |
| 3 | ORCL |
Oracle Corp
|
85,334 | $12,505,697 | |
| 4 | WEX |
WEX Inc.
|
18,476 | $2,606,778 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
7,200 | $1,373,652 | |
| 6 | VHC |
VirnetX Holding Corp
|
99,271 | $1,260,741 | |
| 7 | PANW |
Palo Alto Networks Inc
This page
|
3,230 | $1,101,494 | |
| 8 | PLTR |
Palantir Technologies Inc.
|
4,029 | $470,063 |
All Filings in PANW
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,101,494 | 3,230 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $494,106 | 3,082 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $412,055 | 2,237 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $439,208 | 2,157 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $442,431 | 2,162 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $372,336 | 2,182 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $397,036 | 2,182 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $336,673 | 985 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $333,924 | 985 | Shares | Sole | 2024-08-05 | |
| 2023-06-30 | $231,236 | 905 | Shares | Sole | 2023-08-14 | |
| No filing history on record for this holder in this stock. | ||||||