JMFC
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J.M. Forbes & Co’s Palo Alto Networks PANW Stock Holding History

J.M. Forbes & 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 		$13.6M Buy
39,992
+953
+2% +$218K 1.07% 32
2026
Q1 		$6.26M Buy
39,039
+402
+1% +$67.5K 0.53% 55
2025
Q4 		$7.12M Buy
38,637
+529
+1% +$107K 0.58% 52
2025
Q3 		$7.76M Buy
38,108
+807
+2% +$154K 0.64% 50
2025
Q2 		$7.63M Buy
37,301
+98
+0.3% +$18.2K 0.7% 46
2025
Q1 		$6.35M Buy
37,203
+1,583
+4% +$293K 0.61% 51
2024
Q4 		$6.48M Buy
35,620
+200
+0.6% +$37.8K 0.62% 49
2024
Q3 		$6.05M Buy
35,420
+144
+0.4% +$24.2K 0.59% 51
2024
Q2 		$5.98M Buy
35,276
+154
+0.4% +$23K 0.61% 48
2024
Q1 		$4.99M Buy
+35,122
New +$5.54M 0.54% 55
2020
Q1 		– Sell
-196,908
Closed -$7.59M – 104
2019
Q4 		$7.59M Buy
196,908
+14,988
+8% +$567K 1.24% 39
2019
Q3 		$6.18M Buy
181,920
+900
+0.5% +$31.9K 1.19% 39
2019
Q2 		$6.15M Buy
181,020
+21,216
+13% +$794K 1.19% 38
2019
Q1 		$6.47M Buy
159,804
+3,102
+2% +$115K 1.39% 37
2018
Q4 		$4.92M Sell
156,702
-1,164
-0.7% -$36.3K 1.16% 38
2018
Q3 		$5.93M Buy
157,866
+312
+0.2% +$11.4K 1.26% 38
2018
Q2 		$5.39M Buy
157,554
+882
+0.6% +$29.4K 1.21% 38
2018
Q1 		$4.74M Buy
156,672
+2,838
+2% +$78.8K 1.1% 40
2017
Q4 		$3.72M Sell
153,834
-6,576
-4% -$160K 0.86% 43
2017
Q3 		$3.85M Sell
160,410
-2,970
-2% -$67.6K 0.96% 41
2017
Q2 		$3.64M Sell
163,380
-1,038
-0.6% -$21K 0.93% 40
2017
Q1 		$3.09M Buy
164,418
+780
+0.5% +$17.4K 0.81% 42
2016
Q4 		$3.41M Buy
+163,638
New +$3.92M 0.94% 40

Other funds holding PANW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

J.M. Forbes & Co's PANW Position: Q2 2026 in Review

J.M. Forbes & Co increased its Palo Alto Networks (PANW) stake by 2.4% in Q2 2026, buying an estimated $218K and bringing the position to 39,992 shares worth $13.6M. The position accounts for 1.07% of the portfolio, ranked #32.

J.M. Forbes & Co first reported a position in PANW in Q4 2016 and has held it in 23 quarters since. 2,901 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • J.M. Forbes & Co held 39,992 shares of Palo Alto Networks worth $13.6M as of Q2 2026.
  • J.M. Forbes & Co bought 953 Palo Alto Networks shares in Q2 2026, an estimated $218K.
  • Palo Alto Networks made up 1.07% of J.M. Forbes & Co's portfolio in Q2 2026, its #32 holding.
  • J.M. Forbes & Co first reported a position in Palo Alto Networks in Q4 2016 and has held it in 23 quarters since.
  • 2,901 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on J.M. Forbes & Co's 13F filing for Q2 2026, filed 20 Jul 2026.