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Leigh Baldwin & Co’s Palo Alto Networks PANW Stock Holding History

Leigh Baldwin & 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
Q1 		$438K Buy
2,729
+430
+19% +$72.2K 0.28% 90
2025
Q4 		$423K Sell
2,299
-602
-21% -$121K 0.28% 94
2025
Q3 		$591K Hold
2,901
– – 0.33% 74
2025
Q2 		$594K Hold
2,901
– – 0.39% 67
2025
Q1 		$495K Sell
2,901
-25
-0.9% -$4.62K 0.4% 66
2024
Q4 		$532K Buy
+2,926
New +$553K 0.45% 58

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

Leigh Baldwin & Co's PANW Position: Q1 2026 in Review

Leigh Baldwin & Co increased its Palo Alto Networks (PANW) stake by 19% in Q1 2026, buying an estimated $72.2K and bringing the position to 2,729 shares worth $438K. The position accounts for 0.28% of the portfolio, ranked #90.

Leigh Baldwin & Co first reported a position in PANW in Q4 2024 and has held it in 6 quarters since. The position peaked at $594K in Q2 2025. 2,461 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

  • Leigh Baldwin & Co held 2,729 shares of Palo Alto Networks worth $438K as of Q1 2026.
  • Leigh Baldwin & Co bought 430 Palo Alto Networks shares in Q1 2026, an estimated $72.2K.
  • Palo Alto Networks made up 0.28% of Leigh Baldwin & Co's portfolio in Q1 2026, its #90 holding.
  • Leigh Baldwin & Co first reported a position in Palo Alto Networks in Q4 2024 and has held it in 6 quarters since.
  • Leigh Baldwin & Co's Palo Alto Networks position peaked at $594K in Q2 2025.
  • 2,461 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on Leigh Baldwin & Co's 13F filing for Q1 2026, filed 20 May 2026.