BCM
PANW icon

Boltwood Capital Management’s Palo Alto Networks PANW Stock Holding History

Boltwood Capital 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 		$1.64M Buy
4,123
+120
+3% +$42.7K 0.37% 64
2026
Q2 		$1.37M Buy
4,003
+68
+2% +$15.6K 0.31% 74
2026
Q1 		$631K Sell
3,935
-3
-0.1% -$504 0.16% 115
2025
Q4 		$725K Sell
3,938
-19
-0.5% -$3.83K 0.19% 104
2025
Q3 		$806K Buy
3,957
+40
+1% +$7.66K 0.21% 94
2025
Q2 		$802K Hold
3,917
– – 0.23% 92
2025
Q1 		$668K Sell
3,917
-151
-4% -$27.9K 0.2% 98
2024
Q4 		$740K Buy
4,068
+590
+17% +$111K 0.23% 93
2024
Q3 		$594K Buy
3,478
+50
+1% +$8.42K 0.18% 103
2024
Q2 		$581K Sell
3,428
-10
-0.3% -$1.5K 0.18% 104
2024
Q1 		$488K Buy
3,438
+46
+1% +$7.26K 0.15% 114
2023
Q4 		$500K Buy
3,392
+70
+2% +$9.36K 0.17% 111
2023
Q3 		$389K Buy
3,322
+60
+2% +$7.1K 0.14% 115
2023
Q2 		$417K Buy
3,262
+40
+1% +$4.16K 0.15% 116
2023
Q1 		$322K Sell
3,222
-14
-0.4% -$1.19K 0.12% 127
2022
Q4 		$226K Buy
3,236
+118
+4% +$9.47K 0.09% 140
2022
Q3 		$255K Buy
3,118
+316
+11% +$27.4K 0.12% 130
2022
Q2 		$231K Buy
+2,802
New +$248K 0.1% 139

Other funds holding PANW

MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
CT
Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
PFP
Polaris Financial Partners Westerville, Ohio $223M AUM
PC
Parrish Capital Kennesaw, Georgia $103M AUM 35.11% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
VCM
Violich Capital Management San Francisco, California $927M AUM 28.93% 1-Year Est. Return
SCP
Silverleafe Capital Partners Germantown, Tennessee $351M AUM 24.63% 1-Year Est. Return
RF
Roxbury Financial Mount Arlington, New Jersey $130M AUM 20.04% 1-Year Est. Return

Boltwood Capital Management's PANW Position: Q3 2026 in Review

Boltwood Capital Management increased its Palo Alto Networks (PANW) stake by 3% in Q3 2026, buying an estimated $42.7K and bringing the position to 4,123 shares worth $1.64M. The position accounts for 0.37% of the portfolio, ranked #64.

Boltwood Capital Management first reported a position in PANW in Q2 2022 and has held it in 18 quarters since. 18 funds tracked by Wall St. Rank hold PANW as of Q3 2026.

  • Boltwood Capital Management held 4,123 shares of Palo Alto Networks worth $1.64M as of Q3 2026.
  • Boltwood Capital Management bought 120 Palo Alto Networks shares in Q3 2026, an estimated $42.7K.
  • Palo Alto Networks made up 0.37% of Boltwood Capital Management's portfolio in Q3 2026, its #64 holding.
  • Boltwood Capital Management first reported a position in Palo Alto Networks in Q2 2022 and has held it in 18 quarters since.
  • 18 funds tracked by Wall St. Rank held Palo Alto Networks as of Q3 2026.

Based on Boltwood Capital Management's 13F filing for Q3 2026, filed 2 Oct 2026.