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Baldwin Investment Management’s Palo Alto Networks PANW Stock Holding History

Baldwin Investment 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
Q2 		$9.74M Buy
28,553
+1,970
+7% +$451K 0.94% 14
2026
Q1 		$4.26M Buy
26,583
+1,935
+8% +$325K 0.5% 32
2025
Q4 		$4.54M Buy
24,648
+393
+2% +$79.3K 0.51% 30
2025
Q3 		$4.94M Buy
24,255
+3,410
+16% +$653K 0.57% 25
2025
Q2 		$4.27M Buy
20,845
+1,815
+10% +$337K 0.52% 27
2025
Q1 		$3.25M Buy
19,030
+2,919
+18% +$540K 0.39% 32
2024
Q4 		$2.93M Buy
16,111
+57
+0.4% +$10.8K 0.38% 37
2024
Q3 		$2.74M Buy
16,054
+166
+1% +$27.9K 0.34% 43
2024
Q2 		$2.69M Sell
15,888
-936
-6% -$140K 0.37% 41
2024
Q1 		$2.39M Buy
16,824
+1,646
+11% +$260K 0.32% 47
2023
Q4 		$2.24M Buy
15,178
+590
+4% +$78.9K 0.35% 48
2023
Q3 		$1.71M Sell
14,588
-546
-4% -$64.6K 0.29% 62
2023
Q2 		$1.93M Buy
15,134
+620
+4% +$64.5K 0.32% 53
2023
Q1 		$1.45M Buy
+14,514
New +$1.23M 0.26% 66
2022
Q3 		– Sell
-3,468
Closed -$285K – 210
2022
Q2 		$285K Buy
3,468
+360
+12% +$31.9K 0.05% 188
2022
Q1 		$322K Buy
+3,108
New +$278K 0.05% 194

Other funds holding PANW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Baldwin Investment Management's PANW Position: Q2 2026 in Review

Baldwin Investment Management increased its Palo Alto Networks (PANW) stake by 7.4% in Q2 2026, buying an estimated $451K and bringing the position to 28,553 shares worth $9.74M. The position accounts for 0.94% of the portfolio, ranked #14.

Baldwin Investment Management first reported a position in PANW in Q1 2022 and has held it in 16 quarters since. 2,916 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • Baldwin Investment Management held 28,553 shares of Palo Alto Networks worth $9.74M as of Q2 2026.
  • Baldwin Investment Management bought 1,970 Palo Alto Networks shares in Q2 2026, an estimated $451K.
  • Palo Alto Networks made up 0.94% of Baldwin Investment Management's portfolio in Q2 2026, its #14 holding.
  • Baldwin Investment Management first reported a position in Palo Alto Networks in Q1 2022 and has held it in 16 quarters since.
  • 2,916 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Baldwin Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.