AXS Investments’s Palo Alto Networks PANW Stock Holding History

AXS Investments’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	$2.29M	Buy	14,285 +1,107	+8%	+$186K	0.92%	29
2025 Q4	$2.43M	Buy	13,178 +173	+1%	+$34.9K	0.84%	25
2025 Q3	$2.65M	Buy	13,005 +1,076	+9%	+$206K	0.83%	28
2025 Q2	$2.44M	Sell	11,929 -3,430	-22%	-$637K	1%	24
2025 Q1	$2.62M	Sell	15,359 -625	-4%	-$116K	0.72%	30
2024 Q4	$2.91M	Sell	15,984 -268	-2%	-$50.6K	0.81%	21
2024 Q3	$2.78M	Sell	16,252 -3,492	-18%	-$588K	0.74%	26
2024 Q2	$3.35M	Sell	19,744 -2,450	-11%	-$366K	0.93%	18
2024 Q1	$3.15M	Sell	22,194 -2,018	-8%	-$318K	0.76%	21
2023 Q4	$3.57M	Buy	24,212 +406	+2%	+$54.3K	0.86%	16
2023 Q3	$2.79M	Sell	23,806 -392	-2%	-$46.4K	0.72%	32
2023 Q2	$3.09M	Sell	24,198 -1,638	-6%	-$170K	0.82%	18
2023 Q1	$2.58M	Sell	25,836 -2,806	-10%	-$238K	0.85%	22
2022 Q4	$2M	Sell	28,642 -714	-2%	-$57.3K	0.71%	32
2022 Q3	$2.4M	Sell	29,356 -2,468	-8%	-$214K	0.93%	21
2022 Q2	$2.62M	Buy	31,824 +4,704	+17%	+$417K	0.93%	22
2022 Q1	$2.81M	Sell	27,120 -36,588	-57%	-$3.27M	1.12%	23
2021 Q4	$5.91M	Buy	+63,708	New	+$5.51M	1.4%	17
2021 Q3	–	Sell	-29,664	Closed	-$1.83M	–	187
2021 Q2	$1.83M	Sell	29,664 -10,530	-26%	-$624K	0.56%	49
2021 Q1	$2.16M	Buy	+40,194	New	+$2.39M	0.77%	42

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

AXS Investments's PANW Position: Q1 2026 in Review

AXS Investments increased its Palo Alto Networks (PANW) stake by 8.4% in Q1 2026, buying an estimated $186K and bringing the position to 14,285 shares worth $2.29M. The position accounts for 0.92% of the portfolio, ranked #29.

AXS Investments first reported a position in PANW in Q1 2021 and has held it in 20 quarters since. The position peaked at $5.91M in Q4 2021. 2,461 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

AXS Investments held 14,285 shares of Palo Alto Networks worth $2.29M as of Q1 2026.
AXS Investments bought 1,107 Palo Alto Networks shares in Q1 2026, an estimated $186K.
Palo Alto Networks made up 0.92% of AXS Investments's portfolio in Q1 2026, its #29 holding.
AXS Investments first reported a position in Palo Alto Networks in Q1 2021 and has held it in 20 quarters since.
AXS Investments's Palo Alto Networks position peaked at $5.91M in Q4 2021.
2,461 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on AXS Investments's 13F filing for Q1 2026, filed 6 May 2026.