CWP
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CFM Wealth Partners’s Palo Alto Networks PANW Stock Holding History

CFM Wealth Partners’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 		$23.7M Sell
69,449
-523
-0.7% -$120K 3.02% 6
2026
Q1 		$11.2M Sell
69,972
-3,471
-5% -$583K 1.68% 16
2025
Q4 		$13.5M Sell
73,443
-3,602
-5% -$727K 1.95% 11
2025
Q3 		$15.7M Buy
77,045
+7,631
+11% +$1.46M 2.28% 8
2025
Q2 		$14.2M Buy
69,414
+324
+0.5% +$60.2K 2.26% 9
2025
Q1 		$11.8M Buy
69,090
+115
+0.2% +$21.3K 2.08% 12
2024
Q4 		$12.6M Buy
68,975
+885
+1% +$167K 2.12% 10
2024
Q3 		$11.6M Buy
68,090
+2,616
+4% +$440K 2.03% 8
2024
Q2 		$11.1M Buy
65,474
+682
+1% +$102K 2.04% 7
2024
Q1 		$9.2M Buy
64,792
+10,076
+18% +$1.59M 1.85% 10
2023
Q4 		$8.07M Sell
54,716
-260
-0.5% -$34.8K 1.82% 10
2023
Q3 		$6.44M Sell
54,976
-306
-0.6% -$36.2K 1.69% 11
2023
Q2 		$7.06M Hold
55,282
– – 1.71% 11
2023
Q1 		$5.52M Sell
55,282
-116
-0.2% -$9.83K 1.49% 12
2022
Q4 		$3.87M Sell
55,398
-234
-0.4% -$18.8K 1.16% 18
2022
Q3 		$4.56M Sell
55,632
-54
-0.1% -$4.68K 1.46% 15
2022
Q2 		$4.58M Sell
55,686
-90
-0.2% -$7.98K 1.38% 14
2022
Q1 		$5.79M Hold
55,776
– – 1.39% 15
2021
Q4 		$5.06M Sell
55,776
-882
-2% -$76.3K 1.13% 21
2021
Q3 		$4.52M Buy
56,658
+30
+0.1% +$2.11K 1.14% 21
2021
Q2 		$3.5M Hold
56,628
– – 0.93% 27
2021
Q1 		$3.04M Hold
56,628
– – 0.92% 28
2020
Q4 		$3.35M Sell
56,628
-3,150
-5% -$147K 1.07% 25
2020
Q3 		$2.44M Hold
59,778
– – 0.89% 33
2020
Q2 		$2.29M Sell
59,778
-114
-0.2% -$4.02K 0.87% 30
2020
Q1 		$1.64M Sell
59,892
-8,586
-13% -$300K 0.76% 35
2019
Q4 		$2.78M Buy
+68,478
New +$2.59M 1.02% 24

Other funds holding PANW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

CFM Wealth Partners's PANW Position: Q2 2026 in Review

CFM Wealth Partners reduced its Palo Alto Networks (PANW) stake by 0.75% in Q2 2026, selling an estimated $120K and leaving 69,449 shares worth $23.7M. The position accounts for 3.02% of the portfolio, ranked #6.

CFM Wealth Partners first reported a position in PANW in Q4 2019 and has held it in 27 quarters since. 2,925 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • CFM Wealth Partners held 69,449 shares of Palo Alto Networks worth $23.7M as of Q2 2026.
  • CFM Wealth Partners sold 523 Palo Alto Networks shares in Q2 2026, an estimated $120K.
  • Palo Alto Networks made up 3.02% of CFM Wealth Partners's portfolio in Q2 2026, its #6 holding.
  • CFM Wealth Partners first reported a position in Palo Alto Networks in Q4 2019 and has held it in 27 quarters since.
  • 2,925 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on CFM Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.