Brown, Lisle/Cummings’s Palo Alto Networks PANW Stock Holding History

Brown, Lisle/Cummings’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	$2.03M	Buy	12,637 +425	+3%	+$71.4K	0.51%	45
2025 Q4	$2.25M	Sell	12,212 -150	-1%	-$30.3K	0.55%	46
2025 Q3	$2.52M	Hold	12,362	–	–	0.65%	43
2025 Q2	$2.53M	Sell	12,362 -200	-2%	-$37.1K	0.67%	41
2025 Q1	$2.14M	Sell	12,562 -86	-0.7%	-$15.9K	0.62%	44
2024 Q4	$2.3M	Buy	12,648 +870	+7%	+$164K	0.69%	40
2024 Q3	$2.01M	Sell	11,778 -500	-4%	-$84.2K	0.61%	43
2024 Q2	$2.08M	Hold	12,278	–	–	0.68%	36
2024 Q1	$1.74M	Sell	12,278 -220	-2%	-$34.7K	0.59%	44
2023 Q4	$1.84M	Hold	12,498	–	–	0.68%	38
2023 Q3	$1.47M	Sell	12,498 -400	-3%	-$47.3K	0.66%	40
2023 Q2	$1.65M	Buy	12,898 +2,700	+26%	+$281K	0.74%	37
2023 Q1	$1.02M	Buy	10,198 +130	+1%	+$11K	0.52%	49
2022 Q4	$702K	Sell	10,068 -192	-2%	-$15.4K	0.38%	64
2022 Q3	$840K	Hold	10,260	–	–	0.49%	50
2022 Q2	$845K	Buy	10,260 +210	+2%	+$18.6K	0.47%	55
2022 Q1	$1.04M	Buy	10,050 +150	+2%	+$13.4K	0.5%	52
2021 Q4	$919K	Buy	+9,900	New	+$856K	0.46%	55

Other funds holding PANW

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Brown, Lisle/Cummings's PANW Position: Q1 2026 in Review

Brown, Lisle/Cummings increased its Palo Alto Networks (PANW) stake by 3.5% in Q1 2026, buying an estimated $71.4K and bringing the position to 12,637 shares worth $2.03M. The position accounts for 0.51% of the portfolio, ranked #45.

Brown, Lisle/Cummings first reported a position in PANW in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.53M in Q2 2025. 2,459 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

Brown, Lisle/Cummings held 12,637 shares of Palo Alto Networks worth $2.03M as of Q1 2026.
Brown, Lisle/Cummings bought 425 Palo Alto Networks shares in Q1 2026, an estimated $71.4K.
Palo Alto Networks made up 0.51% of Brown, Lisle/Cummings's portfolio in Q1 2026, its #45 holding.
Brown, Lisle/Cummings first reported a position in Palo Alto Networks in Q4 2021 and has held it in 18 quarters since.
Brown, Lisle/Cummings's Palo Alto Networks position peaked at $2.53M in Q2 2025.
2,459 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on Brown, Lisle/Cummings's 13F filing for Q1 2026, filed 20 Apr 2026.