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
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

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
QP
Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CLOS
Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland $9.25B AUM 27.04% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Boltwood Capital Management's PANW Position: Q2 2026 in Review

Boltwood Capital Management increased its Palo Alto Networks (PANW) stake by 1.7% in Q2 2026, buying an estimated $15.6K and bringing the position to 4,003 shares worth $1.37M. The position accounts for 0.31% of the portfolio, ranked #74.

Boltwood Capital Management first reported a position in PANW in Q2 2022 and has held it in 17 quarters since. 1,368 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • Boltwood Capital Management held 4,003 shares of Palo Alto Networks worth $1.37M as of Q2 2026.
  • Boltwood Capital Management bought 68 Palo Alto Networks shares in Q2 2026, an estimated $15.6K.
  • Palo Alto Networks made up 0.31% of Boltwood Capital Management's portfolio in Q2 2026, its #74 holding.
  • Boltwood Capital Management first reported a position in Palo Alto Networks in Q2 2022 and has held it in 17 quarters since.
  • 1,368 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Boltwood Capital Management's 13F filing for Q2 2026, filed 6 Jul 2026.