FMI
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F/M Investments’s Palo Alto Networks PANW Stock Holding History

F/M Investments’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 		$32.6M Sell
95,508
-32,305
-25% -$7.39M 1.65% 13
2026
Q1 		$20.5M Sell
127,813
-47,230
-27% -$7.93M 1.36% 15
2025
Q4 		$32.2M Sell
175,043
-4,536
-3% -$915K 1.23% 13
2025
Q3 		$36.6M Buy
179,579
+8,621
+5% +$1.65M 1.41% 11
2025
Q2 		$35M Buy
170,958
+256
+0.1% +$47.5K 1.27% 14
2025
Q1 		$29.1M Sell
170,702
-2,580
-1% -$477K 1.16% 18
2024
Q4 		$31.5M Sell
173,282
-44,652
-20% -$8.44M 1.16% 17
2024
Q3 		$37.2M Sell
217,934
-1,890
-0.9% -$318K 1.17% 16
2024
Q2 		$37.3M Buy
219,824
+208,638
+1,865% +$31.2M 1.35% 11
2024
Q1 		$1.59M Sell
11,186
-124
-1% -$19.6K 1.07% 27
2023
Q4 		$1.67M Sell
11,310
-3,560
-24% -$476K 0.95% 36
2023
Q3 		$1.74M Sell
14,870
-3,970
-21% -$470K 1.3% 24
2023
Q2 		$2.41M Sell
18,840
-534
-3% -$55.6K 1.77% 16
2023
Q1 		$1.93M Buy
19,374
+998
+5% +$84.6K 1.95% 20
2022
Q4 		$1.28M Buy
+18,376
New +$1.48M 1.55% 28

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 $3.37T AUM 44.26% 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

F/M Investments's PANW Position: Q2 2026 in Review

F/M Investments reduced its Palo Alto Networks (PANW) stake by 25% in Q2 2026, selling an estimated $7.39M and leaving 95,508 shares worth $32.6M. The position accounts for 1.65% of the portfolio, ranked #13.

F/M Investments first reported a position in PANW in Q4 2022 and has held it in 15 quarters since. The position peaked at $37.3M in Q2 2024. 2,917 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • F/M Investments held 95,508 shares of Palo Alto Networks worth $32.6M as of Q2 2026.
  • F/M Investments sold 32,305 Palo Alto Networks shares in Q2 2026, an estimated $7.39M.
  • Palo Alto Networks made up 1.65% of F/M Investments's portfolio in Q2 2026, its #13 holding.
  • F/M Investments first reported a position in Palo Alto Networks in Q4 2022 and has held it in 15 quarters since.
  • F/M Investments's Palo Alto Networks position peaked at $37.3M in Q2 2024.
  • 2,917 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on F/M Investments's 13F filing for Q2 2026, filed 5 Aug 2026.