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AMJ Financial Wealth Management’s Palo Alto Networks PANW Stock Holding History

AMJ Financial Wealth 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
2025
Q1 		– Sell
-45,023
Closed -$8.19M – 100
2024
Q4 		$8.19M Buy
45,023
+10,575
+31% +$2M 2.27% 20
2024
Q3 		$5.89M Buy
+34,448
New +$5.8M 1.69% 30

Other funds holding PANW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

AMJ Financial Wealth Management's PANW Position: Q1 2025 in Review

AMJ Financial Wealth Management sold out of Palo Alto Networks (PANW) in Q1 2025, closing a stake of 45,023 shares — an estimated $8.19M sold.

AMJ Financial Wealth Management first reported a position in PANW in Q3 2024 and held it in 2 quarters. The position peaked at $8.19M in Q4 2024. 2,256 funds tracked by Wall St. Rank hold PANW as of Q1 2025.

  • AMJ Financial Wealth Management reported no remaining Palo Alto Networks position as of Q1 2025 after selling out during the quarter.
  • AMJ Financial Wealth Management sold 45,023 Palo Alto Networks shares in Q1 2025, an estimated $8.19M.
  • AMJ Financial Wealth Management first reported a position in Palo Alto Networks in Q3 2024 and held it in 2 quarters.
  • AMJ Financial Wealth Management's Palo Alto Networks position peaked at $8.19M in Q4 2024.
  • 2,256 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2025.

Based on AMJ Financial Wealth Management's 13F filing for Q1 2025, filed 12 May 2025.