Archon Partners’s Palo Alto Networks PANW Stock Holding History

Archon Partners’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	–	Sell	-54,000	Closed	-$9.95M	–	47
2025 Q4	$9.95M	Hold	54,000	–	–	1.04%	29
2025 Q3	$11M	Buy	54,000 +23,970	+80%	+$4.59M	1.17%	29
2025 Q2	$6.15M	Hold	30,030	–	–	0.71%	33
2025 Q1	$5.12M	Hold	30,030	–	–	0.62%	34
2024 Q4	$5.46M	Hold	30,030	–	–	0.64%	33
2024 Q3	$5.13M	Hold	30,030	–	–	0.59%	35
2024 Q2	$5.09M	Hold	30,030	–	–	0.65%	34
2024 Q1	$4.27M	Buy	+30,030	New	+$4.74M	0.52%	37
2020 Q1	–	Sell	-264,000	Closed	-$10.2M	–	61
2019 Q4	$10.2M	Hold	264,000	–	–	1.73%	27
2019 Q3	$8.97M	Hold	264,000	–	–	1.74%	26
2019 Q2	$8.96M	Hold	264,000	–	–	1.78%	27
2019 Q1	$10.7M	Hold	264,000	–	–	2.25%	21
2018 Q4	$8.29M	Hold	264,000	–	–	2.07%	26
2018 Q3	$9.91M	Hold	264,000	–	–	2.02%	25
2018 Q2	$9.04M	Hold	264,000	–	–	1.96%	24
2018 Q1	$7.99M	Buy	+264,000	New	+$7.33M	1.74%	28

Other funds holding PANW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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 $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Archon Partners's PANW Position: Q1 2026 in Review

Archon Partners sold out of Palo Alto Networks (PANW) in Q1 2026, closing a stake of 54,000 shares — an estimated $9.95M sold.

Archon Partners first reported a position in PANW in Q1 2018 and held it in 16 quarters. The position peaked at $11M in Q3 2025. 2,470 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

Archon Partners reported no remaining Palo Alto Networks position as of Q1 2026 after selling out during the quarter.
Archon Partners sold 54,000 Palo Alto Networks shares in Q1 2026, an estimated $9.95M.
Archon Partners first reported a position in Palo Alto Networks in Q1 2018 and held it in 16 quarters.
Archon Partners's Palo Alto Networks position peaked at $11M in Q3 2025.
2,470 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on Archon Partners's 13F filing for Q1 2026, filed 15 May 2026.