Carson Wealth (CWM LLC)’s Palo Alto Networks PANW Stock Holding History

Carson Wealth (CWM LLC)’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	$20.4M	Sell	127,517 -39,108	-23%	-$6.57M	0.05%	322
2025 Q4	$30.7M	Buy	166,625 +57,011	+52%	+$11.5M	0.08%	214
2025 Q3	$22.3M	Buy	109,614 +35,043	+47%	+$6.71M	0.07%	250
2025 Q2	$15.3M	Buy	74,571 +14,661	+24%	+$2.72M	0.05%	298
2025 Q1	$10.2M	Buy	59,910 +17,347	+41%	+$3.21M	0.04%	345
2024 Q4	$7.75M	Buy	42,563 +8,917	+27%	+$1.68M	0.03%	376
2024 Q3	$5.75M	Buy	33,646 +3,078	+10%	+$518K	0.02%	416
2024 Q2	$5.18M	Sell	30,568 -2,810	-8%	-$420K	0.02%	412
2024 Q1	$4.74M	Buy	33,378 +11,780	+55%	+$1.86M	0.02%	429
2023 Q4	$3.18M	Buy	21,598 +2,920	+16%	+$390K	0.02%	485
2023 Q3	$2.19M	Buy	18,678 +1,704	+10%	+$202K	0.01%	525
2023 Q2	$2.17M	Sell	16,974 -114,326	-87%	-$11.9M	0.01%	502
2023 Q1	$13.1M	Buy	131,300 +4,060	+3%	+$344K	0.09%	187
2022 Q4	$8.88M	Sell	127,240 -21,006	-14%	-$1.69M	0.07%	212
2022 Q3	$12.1M	Sell	148,246 -3,230	-2%	-$280K	0.1%	169
2022 Q2	$12.5M	Sell	151,476 -128,652	-46%	-$11.4M	0.1%	169
2022 Q1	$29.1M	Sell	280,128 -54,336	-16%	-$4.86M	0.21%	91
2021 Q4	$31M	Buy	+334,464	New	+$28.9M	0.22%	86
2021 Q2	$19.5M	Hold	315,510	–	–	0.16%	137
2021 Q1	$19.5M	Hold	315,510	–	–	0.16%	137
2020 Q4	$19.5M	Hold	315,510	–	–	0.16%	137
2020 Q3	$19.5M	Hold	315,510	–	–	0.16%	137
2020 Q2	$19.5M	Hold	315,510	–	–	0.16%	137
2020 Q1	$19.5M	Hold	315,510	–	–	0.16%	137
2019 Q4	$19.5M	Hold	315,510	–	–	0.16%	137
2019 Q3	$19.5M	Hold	315,510	–	–	0.16%	137
2019 Q2	$19.5M	Hold	315,510	–	–	0.16%	137
2019 Q1	$19.5M	Buy	315,510 +312,528	+10,480%	+$11.6M	0.16%	137
2018 Q4	$94K	Buy	2,982 +42	+1%	+$1.31K	﹤0.01%	738
2018 Q3	$110K	Buy	2,940 +1,062	+57%	+$38.7K	﹤0.01%	603
2018 Q2	$64K	Sell	1,878 -84	-4%	-$2.8K	﹤0.01%	589
2018 Q1	$59K	Buy	1,962 +30	+2%	+$834	﹤0.01%	529
2017 Q4	$47K	Sell	1,932 -330	-15%	-$8.03K	﹤0.01%	541
2017 Q3	$54K	Buy	2,262 +462	+26%	+$10.5K	﹤0.01%	505
2017 Q2	$40K	Hold	1,800	–	–	﹤0.01%	504
2017 Q1	$34K	Buy	+1,800	New	+$40.2K	﹤0.01%	522
2016 Q4	–	Sell	-618	Closed	-$16K	–	1157
2016 Q3	$16K	Buy	+618	New	+$14.1K	﹤0.01%	586

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

Carson Wealth (CWM LLC)'s PANW Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Palo Alto Networks (PANW) stake by 23% in Q1 2026, selling an estimated $6.57M and leaving 127,517 shares worth $20.4M. The position accounts for 0.05% of the portfolio, ranked #322.

Carson Wealth (CWM LLC) first reported a position in PANW in Q3 2016 and has held it in 37 quarters since. The position peaked at $31M in Q4 2021. 2,460 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

Carson Wealth (CWM LLC) held 127,517 shares of Palo Alto Networks worth $20.4M as of Q1 2026.
Carson Wealth (CWM LLC) sold 39,108 Palo Alto Networks shares in Q1 2026, an estimated $6.57M.
Palo Alto Networks made up 0.05% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #322 holding.
Carson Wealth (CWM LLC) first reported a position in Palo Alto Networks in Q3 2016 and has held it in 37 quarters since.
Carson Wealth (CWM LLC)'s Palo Alto Networks position peaked at $31M in Q4 2021.
2,460 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.