CM Wealth Advisors’s Palo Alto Networks PANW Stock Holding History
Bought
Maintained
Sold
Other funds holding PANW
CM Wealth Advisors's PANW Position: Q2 2026 in Review
CM Wealth Advisors opened a new position in Palo Alto Networks (PANW) in Q2 2026: 673 shares worth $230K. The stake represents 0.04% of the portfolio and ranks #175 among its holdings. This is a return to the name: CM Wealth Advisors previously reported a position in PANW as recently as Q1 2023.
CM Wealth Advisors first reported a position in PANW in Q1 2023 and has held it in 2 quarters since. The position peaked at $1.75M in Q1 2023. 2,908 funds tracked by Wall St. Rank hold PANW as of Q2 2026.
- CM Wealth Advisors held 673 shares of Palo Alto Networks worth $230K as of Q2 2026.
- Palo Alto Networks was a new CM Wealth Advisors position in Q2 2026.
- Palo Alto Networks made up 0.04% of CM Wealth Advisors's portfolio in Q2 2026, its #175 holding.
- CM Wealth Advisors first reported a position in Palo Alto Networks in Q1 2023 and has held it in 2 quarters since.
- CM Wealth Advisors's Palo Alto Networks position peaked at $1.75M in Q1 2023.
- 2,908 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.
Based on CM Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.