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
Q2 		$4.14M Sell
12,148
-293
-2% -$67.1K 1.22% 15
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 $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

Jeppson Wealth Management's PANW Position: Q2 2026 in Review

Jeppson Wealth Management reduced its Palo Alto Networks (PANW) stake by 2.4% in Q2 2026, selling an estimated $67.1K and leaving 12,148 shares worth $4.14M. The position accounts for 1.22% of the portfolio, ranked #15.

Jeppson Wealth Management first reported a position in PANW in Q3 2020 and has held it in 24 quarters since. 2,916 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • Jeppson Wealth Management held 12,148 shares of Palo Alto Networks worth $4.14M as of Q2 2026.
  • Jeppson Wealth Management sold 293 Palo Alto Networks shares in Q2 2026, an estimated $67.1K.
  • Palo Alto Networks made up 1.22% of Jeppson Wealth Management's portfolio in Q2 2026, its #15 holding.
  • Jeppson Wealth Management first reported a position in Palo Alto Networks in Q3 2020 and has held it in 24 quarters since.
  • 2,916 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Jeppson Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.