HM Payson & Co’s Palo Alto Networks PANW Stock Holding History

HM Payson & Co’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	$4.49M	Sell	13,161 -13,788	-51%	-$3.16M	0.06%	125
2026 Q1	$4.32M	Buy	26,949 +15,709	+140%	+$2.64M	0.06%	127
2025 Q4	$2.07M	Hold	11,240	–	–	0.03%	155
2025 Q3	$2.29M	Hold	11,240	–	–	0.03%	148
2025 Q2	$2.3M	Sell	11,240 -34	-0.3%	-$6.31K	0.04%	144
2025 Q1	$1.92M	Sell	11,274 -200	-2%	-$37K	0.03%	150
2024 Q4	$2.09M	Sell	11,474 -6	-0.1%	-$1.13K	0.04%	147
2024 Q3	$1.96M	Sell	11,480 -986	-8%	-$166K	0.03%	158
2024 Q2	$2.11M	Buy	12,466 +4	+0%	+$598	0.04%	147
2024 Q1	$1.77M	Buy	12,462 +30	+0.2%	+$4.73K	0.03%	164
2023 Q4	$1.83M	Hold	12,432	–	–	0.04%	155
2023 Q3	$1.46M	Buy	12,432 +2,100	+20%	+$249K	0.03%	162
2023 Q2	$1.32M	Buy	10,332 +1,782	+21%	+$185K	0.03%	168
2023 Q1	$854K	Sell	8,550 -2,650	-24%	-$225K	0.02%	203
2022 Q4	$781K	Sell	11,200 -32	-0.3%	-$2.57K	0.02%	207
2022 Q3	$920K	Buy	11,232 +462	+4%	+$40K	0.03%	184
2022 Q2	$887K	Sell	10,770 -48	-0.4%	-$4.26K	0.02%	198
2022 Q1	$1.12M	Sell	10,818 -4,038	-27%	-$361K	0.03%	195
2021 Q4	$1.38M	Sell	14,856 -900	-6%	-$77.9K	0.03%	182
2021 Q3	$1.26M	Sell	15,756 -4,500	-22%	-$316K	0.03%	182
2021 Q2	$1.25M	Buy	20,256 +72	+0.4%	+$4.27K	0.03%	189
2021 Q1	$1.08M	Sell	20,184 -3,030	-13%	-$180K	0.03%	200
2020 Q4	$1.38M	Sell	23,214 -126	-0.5%	-$5.89K	0.04%	181
2020 Q3	$952K	Buy	23,340 +240	+1%	+$9.98K	0.03%	193
2020 Q2	$884K	Hold	23,100	–	–	0.03%	193
2020 Q1	$631K	Sell	23,100 -9,900	-30%	-$346K	0.02%	203
2019 Q4	$1.27M	Hold	33,000	–	–	0.04%	178
2019 Q3	$1.12M	Sell	33,000 -60	-0.2%	-$2.12K	0.04%	185
2019 Q2	$1.12M	Buy	+33,060	New	+$1.24M	0.04%	185
2018 Q3	–	Sell	-33,600	Closed	-$1.15M	–	352
2018 Q2	$1.15M	Hold	33,600	–	–	0.05%	169
2018 Q1	$1.02M	Hold	33,600	–	–	0.04%	178
2017 Q4	$812K	Hold	33,600	–	–	0.03%	206
2017 Q3	$807K	Sell	33,600 -6,816	-17%	-$155K	0.03%	195
2017 Q2	$901K	Sell	40,416 -114	-0.3%	-$2.3K	0.04%	189
2017 Q1	$761K	Buy	40,530 +114	+0.3%	+$2.55K	0.03%	202
2016 Q4	$842K	Hold	40,416	–	–	0.04%	194
2016 Q3	$1.07M	Hold	40,416	–	–	0.05%	175
2016 Q2	$826K	Buy	+40,416	New	+$936K	0.04%	191

Other funds holding PANW

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

CLOS

Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland $9.25B AUM 27.04% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

HM Payson & Co's PANW Position: Q2 2026 in Review

HM Payson & Co reduced its Palo Alto Networks (PANW) stake by 51% in Q2 2026, selling an estimated $3.16M and leaving 13,161 shares worth $4.49M. The position accounts for 0.06% of the portfolio, ranked #125.

HM Payson & Co first reported a position in PANW in Q2 2016 and has held it in 38 quarters since. 1,223 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

HM Payson & Co held 13,161 shares of Palo Alto Networks worth $4.49M as of Q2 2026.
HM Payson & Co sold 13,788 Palo Alto Networks shares in Q2 2026, an estimated $3.16M.
Palo Alto Networks made up 0.06% of HM Payson & Co's portfolio in Q2 2026, its #125 holding.
HM Payson & Co first reported a position in Palo Alto Networks in Q2 2016 and has held it in 38 quarters since.
1,223 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on HM Payson & Co's 13F filing for Q2 2026, filed 17 Jul 2026.