IAM Advisory’s Palo Alto Networks PANW Stock Holding History

IAM Advisory’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	$3.31M	Buy	9,700 +236	+2%	+$54K	0.64%	23
2026 Q1	$1.52M	Buy	9,464 +116	+1%	+$19.5K	0.34%	51
2025 Q4	$1.72M	Sell	9,348 -206	-2%	-$41.6K	0.38%	40
2025 Q3	$1.95M	Sell	9,554 -5	-0.1%	-$957	0.44%	38
2025 Q2	$1.96M	Sell	9,559 -56	-0.6%	-$10.4K	0.47%	34
2025 Q1	$1.64M	Sell	9,615 -276	-3%	-$51K	0.43%	42
2024 Q4	$1.8M	Sell	9,891 -19	-0.2%	-$3.59K	0.46%	38
2024 Q3	$1.69M	Buy	9,910 +284	+3%	+$47.8K	0.43%	46
2024 Q2	$1.63M	Sell	9,626 -164	-2%	-$24.5K	0.44%	46
2024 Q1	$1.39M	Sell	9,790 -94	-1%	-$14.8K	0.38%	48
2023 Q4	$1.46M	Sell	9,884 -394	-4%	-$52.7K	0.46%	39
2023 Q3	$1.2M	Sell	10,278 -28	-0.3%	-$3.31K	0.42%	40
2023 Q2	$1.32M	Buy	10,306 +10	+0.1%	+$1.04K	0.45%	37
2023 Q1	$1.03M	Sell	10,296 -252	-2%	-$21.4K	0.36%	44
2022 Q4	$736K	Sell	10,548 -546	-5%	-$43.8K	0.27%	52
2022 Q3	$909K	Buy	11,094 +438	+4%	+$37.9K	0.38%	43
2022 Q2	$877K	Buy	+10,656	New	+$945K	0.36%	43

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 $3.38T AUM 44.17% 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

IAM Advisory's PANW Position: Q2 2026 in Review

IAM Advisory increased its Palo Alto Networks (PANW) stake by 2.5% in Q2 2026, buying an estimated $54K and bringing the position to 9,700 shares worth $3.31M. The position accounts for 0.64% of the portfolio, ranked #23.

IAM Advisory first reported a position in PANW in Q2 2022 and has held it in 17 quarters since. 2,923 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

IAM Advisory held 9,700 shares of Palo Alto Networks worth $3.31M as of Q2 2026.
IAM Advisory bought 236 Palo Alto Networks shares in Q2 2026, an estimated $54K.
Palo Alto Networks made up 0.64% of IAM Advisory's portfolio in Q2 2026, its #23 holding.
IAM Advisory first reported a position in Palo Alto Networks in Q2 2022 and has held it in 17 quarters since.
2,923 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on IAM Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.