JWM
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Jeppson Wealth Management’s Palo Alto Networks PANW Stock Holding History

Jeppson Wealth Management’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 		$1.99M Buy
12,441
+831
+7% +$140K 0.63% 43
2025
Q4 		$2.14M Sell
11,610
-21
-0.2% -$4.24K 0.68% 38
2025
Q3 		$2.37M Buy
11,631
+17
+0.1% +$3.25K 0.76% 30
2025
Q2 		$2.38M Sell
11,614
-145
-1% -$26.9K 0.82% 27
2025
Q1 		$2.01M Sell
11,759
-143
-1% -$26.4K 0.73% 35
2024
Q4 		$2.17M Sell
11,902
-142
-1% -$26.8K 0.79% 29
2024
Q3 		$2.06M Sell
12,044
-36
-0.3% -$6.06K 0.74% 33
2024
Q2 		$2.05M Buy
12,080
+162
+1% +$24.2K 0.78% 28
2024
Q1 		$1.69M Buy
11,918
+240
+2% +$37.9K 0.66% 37
2023
Q4 		$1.72M Sell
11,678
-76
-0.6% -$10.2K 0.71% 30
2023
Q3 		$1.38M Buy
11,754
+22
+0.2% +$2.6K 0.63% 40
2023
Q2 		$1.5M Sell
11,732
-202
-2% -$21K 0.65% 36
2023
Q1 		$1.19M Buy
11,934
+82
+0.7% +$6.95K 0.52% 47
2022
Q4 		$827K Buy
11,852
+334
+3% +$26.8K 0.35% 67
2022
Q3 		$943K Sell
11,518
-512
-4% -$44.3K 0.43% 54
2022
Q2 		$990K Sell
12,030
-24
-0.2% -$2.13K 0.43% 53
2022
Q1 		$1.25M Sell
12,054
-12
-0.1% -$1.07K 0.58% 42
2021
Q4 		$1.12M Sell
12,066
-210
-2% -$18.2K 0.54% 46
2021
Q3 		$980K Sell
12,276
-156
-1% -$11K 0.51% 53
2021
Q2 		$768K Hold
12,432
– – 0.42% 61
2021
Q1 		$667K Sell
12,432
-192
-2% -$11.4K 0.4% 62
2020
Q4 		$748K Buy
12,624
+162
+1% +$7.57K 0.5% 53
2020
Q3 		$508K Buy
+12,462
New +$518K 0.4% 61

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

Jeppson Wealth Management's PANW Position: Q1 2026 in Review

Jeppson Wealth Management increased its Palo Alto Networks (PANW) stake by 7.2% in Q1 2026, buying an estimated $140K and bringing the position to 12,441 shares worth $1.99M. The position accounts for 0.63% of the portfolio, ranked #43.

Jeppson Wealth Management first reported a position in PANW in Q3 2020 and has held it in 23 quarters since. The position peaked at $2.38M in Q2 2025. 2,459 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

  • Jeppson Wealth Management held 12,441 shares of Palo Alto Networks worth $1.99M as of Q1 2026.
  • Jeppson Wealth Management bought 831 Palo Alto Networks shares in Q1 2026, an estimated $140K.
  • Palo Alto Networks made up 0.63% of Jeppson Wealth Management's portfolio in Q1 2026, its #43 holding.
  • Jeppson Wealth Management first reported a position in Palo Alto Networks in Q3 2020 and has held it in 23 quarters since.
  • Jeppson Wealth Management's Palo Alto Networks position peaked at $2.38M in Q2 2025.
  • 2,459 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on Jeppson Wealth Management's 13F filing for Q1 2026, filed 14 Apr 2026.