First Dallas Securities’s Palo Alto Networks PANW Stock Holding History

First Dallas Securities’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	$499K	Buy	3,110 +550	+21%	+$92.4K	0.18%	90
2025 Q4	$472K	Hold	2,560	–	–	0.18%	86
2025 Q3	$521K	Hold	2,560	–	–	0.2%	83
2025 Q2	$524K	Sell	2,560 -600	-19%	-$111K	0.21%	78
2025 Q1	$539K	Sell	3,160 -1,100	-26%	-$203K	0.23%	74
2024 Q4	$775K	Hold	4,260	–	–	0.32%	61
2024 Q3	$728K	Buy	4,260 +60	+1%	+$10.1K	0.3%	61
2024 Q2	$712K	Buy	4,200 +200	+5%	+$29.9K	0.31%	60
2024 Q1	$568K	Buy	4,000 +1,600	+67%	+$252K	0.26%	80
2023 Q4	$354K	Sell	2,400 -154	-6%	-$20.6K	0.18%	96
2023 Q3	$299K	Buy	+2,554	New	+$302K	0.07%	126

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

First Dallas Securities's PANW Position: Q1 2026 in Review

First Dallas Securities increased its Palo Alto Networks (PANW) stake by 21% in Q1 2026, buying an estimated $92.4K and bringing the position to 3,110 shares worth $499K. The position accounts for 0.18% of the portfolio, ranked #90.

First Dallas Securities first reported a position in PANW in Q3 2023 and has held it in 11 quarters since. The position peaked at $775K in Q4 2024. 2,460 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

First Dallas Securities held 3,110 shares of Palo Alto Networks worth $499K as of Q1 2026.
First Dallas Securities bought 550 Palo Alto Networks shares in Q1 2026, an estimated $92.4K.
Palo Alto Networks made up 0.18% of First Dallas Securities's portfolio in Q1 2026, its #90 holding.
First Dallas Securities first reported a position in Palo Alto Networks in Q3 2023 and has held it in 11 quarters since.
First Dallas Securities's Palo Alto Networks position peaked at $775K in Q4 2024.
2,460 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on First Dallas Securities's 13F filing for Q1 2026, filed 27 Apr 2026.