Williamson Legacy Group, LLC

Position in PANW — Palo Alto Networks Inc

CIK 2011965 CARMEL, IN

Position in PANW

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$1,586,425

+$10,925 QoQ

Shares Held

4,652

-58.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.79%

of 13F equity value

Holder Rank

#1,483

of 2,891 holders

Holding Since

Dec 2023

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Williamson Legacy Group, LLC holds $7,483,147 across 4 Software - Infrastructure names. PANW ranks #2 (21.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DOCN	DigitalOcean Holdings, Inc.	32,491	$5,102,061
2	PANW	Palo Alto Networks Inc This page	4,652	$1,586,425
3	CRWD	CrowdStrike Holdings, Inc.	2,648	$505,198
4	MSFT	Microsoft Corp	776	$289,463

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,586,425	4,652	-16.1%	Shares	Sole	2026-08-13
2024-03-31	$1,575,500	5,545	-9.9%	Shares	Sole	2024-05-14
2023-12-31	$1,813,806	6,151	—	Shares	Sole	2024-02-13
No filing history on record for this holder in this stock.