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 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 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

F/M Investments's PANW Position: Q1 2026 in Review

F/M Investments reduced its Palo Alto Networks (PANW) stake by 27% in Q1 2026, selling an estimated $7.93M and leaving 127,813 shares worth $20.5M. The position accounts for 1.36% of the portfolio, ranked #15.

F/M Investments first reported a position in PANW in Q4 2022 and has held it in 14 quarters since. The position peaked at $37.3M in Q2 2024. 2,460 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

F/M Investments held 127,813 shares of Palo Alto Networks worth $20.5M as of Q1 2026.
F/M Investments sold 47,230 Palo Alto Networks shares in Q1 2026, an estimated $7.93M.
Palo Alto Networks made up 1.36% of F/M Investments's portfolio in Q1 2026, its #15 holding.
F/M Investments first reported a position in Palo Alto Networks in Q4 2022 and has held it in 14 quarters since.
F/M Investments's Palo Alto Networks position peaked at $37.3M in Q2 2024.
2,460 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on F/M Investments's 13F filing for Q1 2026, filed 11 May 2026.