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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
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 -$285 – 210
2022
Q2 		$285 Buy
3,468
+360
+12% +$31.9K 0.05% 188
2022
Q1 		$322 Buy
+3,108
New +$278K 0.05% 194

Other funds holding PANW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Baldwin Investment Management's PANW Position: Q1 2026 in Review

Baldwin Investment Management increased its Palo Alto Networks (PANW) stake by 7.9% in Q1 2026, buying an estimated $325K and bringing the position to 26,583 shares worth $4.26M. The position accounts for 0.5% of the portfolio, ranked #32.

Baldwin Investment Management first reported a position in PANW in Q1 2022 and has held it in 15 quarters since. The position peaked at $4.94M in Q3 2025. 2,459 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

  • Baldwin Investment Management held 26,583 shares of Palo Alto Networks worth $4.26M as of Q1 2026.
  • Baldwin Investment Management bought 1,935 Palo Alto Networks shares in Q1 2026, an estimated $325K.
  • Palo Alto Networks made up 0.5% of Baldwin Investment Management's portfolio in Q1 2026, its #32 holding.
  • Baldwin Investment Management first reported a position in Palo Alto Networks in Q1 2022 and has held it in 15 quarters since.
  • Baldwin Investment Management's Palo Alto Networks position peaked at $4.94M in Q3 2025.
  • 2,459 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on Baldwin Investment Management's 13F filing for Q1 2026, filed 12 May 2026.