AMI Asset Management’s Palo Alto Networks PANW Stock Holding History

AMI Asset Management’s Portfolio PANW Stock Details PANW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$43.1M	Buy	268,754 +75,816	+39%	+$12.7M	2.75%	13
2025 Q4	$35.5M	Sell	192,938 -5,016	-3%	-$1.01M	2.02%	21
2025 Q3	$40.3M	Sell	197,954 -3,598	-2%	-$689K	2.25%	22
2025 Q2	$41.2M	Sell	201,552 -11,684	-5%	-$2.17M	2.36%	22
2025 Q1	$36.4M	Sell	213,236 -7,176	-3%	-$1.33M	2.13%	21
2024 Q4	$40.1M	Sell	220,412 -68,172	-24%	-$12.9M	2.14%	22
2024 Q3	$49.3M	Sell	288,584 -7,568	-3%	-$1.27M	2.67%	14
2024 Q2	$50.2M	Sell	296,152 -4,716	-2%	-$705K	2.71%	16
2024 Q1	$42.7M	Buy	300,868 +7,948	+3%	+$1.25M	2.18%	23
2023 Q4	$43.2M	Sell	292,920 -78	-0%	-$10.4K	2.36%	21
2023 Q3	$34.3M	Sell	292,998 -156,430	-35%	-$18.5M	2.13%	23
2023 Q2	$57.4M	Sell	449,428 -5,056	-1%	-$526K	3.42%	8
2023 Q1	$45.4M	Sell	454,484 -3,912	-0.9%	-$332K	2.9%	14
2022 Q4	$32M	Sell	458,396 -3,826	-0.8%	-$307K	2.24%	24
2022 Q3	$37.9M	Sell	462,222 -20,448	-4%	-$1.77M	2.77%	14
2022 Q2	$39.7M	Sell	482,670 -8,562	-2%	-$759K	2.52%	19
2022 Q1	$51M	Sell	491,232 -164,544	-25%	-$14.7M	2.66%	12
2021 Q4	$60.9M	Sell	655,776 -7,140	-1%	-$618K	2.94%	9
2021 Q3	$52.9M	Sell	662,916 -20,706	-3%	-$1.45M	2.65%	10
2021 Q2	$42.3M	Sell	683,622 -31,212	-4%	-$1.85M	2.12%	24
2021 Q1	$38.4M	Sell	714,834 -56,154	-7%	-$3.34M	2.01%	26
2020 Q4	$45.7M	Sell	770,988 -60	-0%	-$2.8K	2.27%	21
2020 Q3	$31.5M	Buy	+771,048	New	+$32.1M	1.6%	31

Other funds holding PANW

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

AMI Asset Management's PANW Position: Q1 2026 in Review

AMI Asset Management increased its Palo Alto Networks (PANW) stake by 39% in Q1 2026, buying an estimated $12.7M and bringing the position to 268,754 shares worth $43.1M. The position accounts for 2.75% of the portfolio, ranked #13.

AMI Asset Management first reported a position in PANW in Q3 2020 and has held it in 23 quarters since. The position peaked at $60.9M in Q4 2021. 2,459 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

AMI Asset Management held 268,754 shares of Palo Alto Networks worth $43.1M as of Q1 2026.
AMI Asset Management bought 75,816 Palo Alto Networks shares in Q1 2026, an estimated $12.7M.
Palo Alto Networks made up 2.75% of AMI Asset Management's portfolio in Q1 2026, its #13 holding.
AMI Asset Management first reported a position in Palo Alto Networks in Q3 2020 and has held it in 23 quarters since.
AMI Asset Management's Palo Alto Networks position peaked at $60.9M in Q4 2021.
2,459 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on AMI Asset Management's 13F filing for Q1 2026, filed 23 Apr 2026.