JFG
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JDM Financial Group’s Palo Alto Networks PANW Stock Holding History

JDM Financial Group’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 		– Sell
-138
Closed -$25.4K – 320
2025
Q4 		$25.4K Sell
138
-204
-60% -$41.2K 0.01% 130
2025
Q3 		$110K Buy
342
+30
+10% +$5.74K 0.05% 72
2025
Q2 		$104K Sell
312
-10
-3% -$1.86K 0.05% 67
2025
Q1 		$102K Hold
322
– – 0.05% 61
2024
Q4 		$103K Sell
322
-204
-39% -$38.5K 0.05% 60
2024
Q3 		$89.9K Buy
526
+10
+2% +$1.68K 0.05% 61
2024
Q2 		$87.5K Hold
516
– – 0.06% 59
2024
Q1 		$73.3K Hold
516
– – 0.05% 56
2023
Q4 		$76.1K Hold
516
– – 0.06% 53
2023
Q3 		$60.5K Hold
516
– – 0.06% 59
2023
Q2 		$65.9K Buy
516
+30
+6% +$3.12K 0.06% 59
2023
Q1 		$48.5K Buy
486
+30
+7% +$2.54K 0.04% 69
2022
Q4 		$31.8K Buy
+456
New +$36.6K 0.03% 81

Other funds holding PANW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JDM Financial Group's PANW Position: Q1 2026 in Review

JDM Financial Group sold out of Palo Alto Networks (PANW) in Q1 2026, closing a stake of 138 shares — an estimated $25.4K sold.

JDM Financial Group first reported a position in PANW in Q4 2022 and held it in 13 quarters. The position peaked at $110K in Q3 2025. 2,459 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

  • JDM Financial Group reported no remaining Palo Alto Networks position as of Q1 2026 after selling out during the quarter.
  • JDM Financial Group sold 138 Palo Alto Networks shares in Q1 2026, an estimated $25.4K.
  • JDM Financial Group first reported a position in Palo Alto Networks in Q4 2022 and held it in 13 quarters.
  • JDM Financial Group's Palo Alto Networks position peaked at $110K in Q3 2025.
  • 2,459 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on JDM Financial Group's 13F filing for Q1 2026, filed 21 May 2026.