Kimelman & Baird’s Palo Alto Networks PANW Stock Holding History

Kimelman & Baird’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	$1.04M	Buy	3,064 +64	+2%	+$14.6K	0.08%	71
2026 Q1	$481K	Hold	3,000	–	–	0.04%	90
2025 Q4	$553K	Hold	3,000	–	–	0.04%	86
2025 Q3	$611K	Hold	3,000	–	–	0.05%	83
2025 Q2	$614K	Hold	3,000	–	–	0.05%	85
2025 Q1	$512K	Hold	3,000	–	–	0.04%	90
2024 Q4	$546K	Hold	3,000	–	–	0.04%	92
2024 Q3	$513K	Hold	3,000	–	–	0.04%	100
2024 Q2	$509K	Buy	+3,000	New	+$449K	0.04%	98

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 $3.37T AUM 44.26% 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

Kimelman & Baird's PANW Position: Q2 2026 in Review

Kimelman & Baird increased its Palo Alto Networks (PANW) stake by 2.1% in Q2 2026, buying an estimated $14.6K and bringing the position to 3,064 shares worth $1.04M. The position accounts for 0.08% of the portfolio, ranked #71.

Kimelman & Baird first reported a position in PANW in Q2 2024 and has held it in 9 quarters since. 2,893 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

Kimelman & Baird held 3,064 shares of Palo Alto Networks worth $1.04M as of Q2 2026.
Kimelman & Baird bought 64 Palo Alto Networks shares in Q2 2026, an estimated $14.6K.
Palo Alto Networks made up 0.08% of Kimelman & Baird's portfolio in Q2 2026, its #71 holding.
Kimelman & Baird first reported a position in Palo Alto Networks in Q2 2024 and has held it in 9 quarters since.
2,893 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Kimelman & Baird's 13F filing for Q2 2026, filed 5 Aug 2026.