BKM Wealth Management
PANW icon

BKM Wealth Management’s Palo Alto Networks PANW Stock Holding History

BKM 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
2026
Q3 		$1.23M Sell
3,102
-514
-14% -$183K 0.4% 70
2026
Q2 		$1.23M Buy
+3,616
New +$828K 0.44% 65
2024
Q1 		– Sell
-118
Closed -$17.4K – 441
2023
Q4 		$17.4K Buy
+118
New +$15.8K 0.01% 401

Other funds holding PANW

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

BKM Wealth Management's PANW Position: Q3 2026 in Review

BKM Wealth Management reduced its Palo Alto Networks (PANW) stake by 14% in Q3 2026, selling an estimated $183K and leaving 3,102 shares worth $1.23M. The position accounts for 0.4% of the portfolio, ranked #70.

BKM Wealth Management first reported a position in PANW in Q4 2023 and has held it in 3 quarters since. The position peaked at $1.23M in Q2 2026. 1,854 funds tracked by Wall St. Rank hold PANW as of Q3 2026.

  • BKM Wealth Management held 3,102 shares of Palo Alto Networks worth $1.23M as of Q3 2026.
  • BKM Wealth Management sold 514 Palo Alto Networks shares in Q3 2026, an estimated $183K.
  • Palo Alto Networks made up 0.4% of BKM Wealth Management's portfolio in Q3 2026, its #70 holding.
  • BKM Wealth Management first reported a position in Palo Alto Networks in Q4 2023 and has held it in 3 quarters since.
  • BKM Wealth Management's Palo Alto Networks position peaked at $1.23M in Q2 2026.
  • 1,854 funds tracked by Wall St. Rank held Palo Alto Networks as of Q3 2026.

Based on BKM Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.