Fulton Breakefield Broenniman’s Palo Alto Networks PANW Stock Holding History

Fulton Breakefield Broenniman’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	$424K	Buy	+1,244	New	+$285K	0.03%	133
2026 Q1	–	Sell	-1,344	Closed	-$248K	–	213
2025 Q4	$248K	Sell	1,344 -160	-11%	-$32.3K	0.02%	178
2025 Q3	$306K	Buy	1,504 +169	+13%	+$32.4K	0.02%	159
2025 Q2	$273K	Buy	+1,335	New	+$248K	0.02%	162
2020 Q1	–	Sell	-223,050	Closed	-$8.6M	–	175
2019 Q4	$8.6M	Buy	223,050 +2,166	+1%	+$81.9K	1%	48
2019 Q3	$7.5M	Buy	220,884 +4,962	+2%	+$176K	0.95%	53
2019 Q2	$7.33M	Buy	215,922 +7,908	+4%	+$296K	1.16%	43
2019 Q1	$8.42M	Sell	208,014 -2,442	-1%	-$90.6K	1.37%	39
2018 Q4	$6.61M	Buy	210,456 +612	+0.3%	+$19.1K	1.17%	41
2018 Q3	$7.88M	Sell	209,844 -282	-0.1%	-$10.3K	1.23%	39
2018 Q2	$7.2M	Buy	210,126 +1,158	+0.6%	+$38.6K	1.15%	44
2018 Q1	$6.32M	Buy	208,968 +3,636	+2%	+$101K	1.1%	46
2017 Q4	$4.96M	Sell	205,332 -636	-0.3%	-$15.5K	0.83%	55
2017 Q3	$4.95M	Buy	205,968 +1,830	+0.9%	+$41.7K	0.86%	57
2017 Q2	$4.55M	Sell	204,138 -1,716	-0.8%	-$34.7K	0.81%	57
2017 Q1	$3.87M	Sell	205,854 -42,354	-17%	-$947K	0.72%	59
2016 Q4	$5.17M	Sell	248,208 -18,306	-7%	-$439K	1.02%	46
2016 Q3	$7.08M	Sell	266,514 -582	-0.2%	-$13.3K	1.44%	28
2016 Q2	$5.46M	Buy	267,096 +159,378	+148%	+$3.69M	1.11%	40
2016 Q1	$2.93M	Buy	+107,718	New	+$2.65M	0.64%	58

Other funds holding PANW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fulton Breakefield Broenniman's PANW Position: Q2 2026 in Review

Fulton Breakefield Broenniman opened a new position in Palo Alto Networks (PANW) in Q2 2026: 1,244 shares worth $424K. The stake represents 0.03% of the portfolio and ranks #133 among its holdings. This is a return to the name: Fulton Breakefield Broenniman previously reported a position in PANW as recently as Q4 2025.

Fulton Breakefield Broenniman first reported a position in PANW in Q1 2016 and has held it in 20 quarters since. The position peaked at $8.6M in Q4 2019. 2,917 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

Fulton Breakefield Broenniman held 1,244 shares of Palo Alto Networks worth $424K as of Q2 2026.
Palo Alto Networks was a new Fulton Breakefield Broenniman position in Q2 2026.
Palo Alto Networks made up 0.03% of Fulton Breakefield Broenniman's portfolio in Q2 2026, its #133 holding.
Fulton Breakefield Broenniman first reported a position in Palo Alto Networks in Q1 2016 and has held it in 20 quarters since.
Fulton Breakefield Broenniman's Palo Alto Networks position peaked at $8.6M in Q4 2019.
2,917 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Fulton Breakefield Broenniman's 13F filing for Q2 2026, filed 3 Aug 2026.