Longbow Finance’s Palo Alto Networks PANW Stock Holding History

Longbow Finance’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	$7.43M	Sell	46,335 -3,520	-7%	-$591K	1.35%	28
2025 Q4	$9.18M	Sell	49,855 -14,139	-22%	-$2.85M	1.55%	16
2025 Q3	$13M	Buy	63,994 +16,213	+34%	+$3.1M	1.29%	21
2025 Q2	$9.78M	Buy	47,781 +22,856	+92%	+$4.24M	1.04%	29
2025 Q1	$4.25M	Sell	24,925 -5,353	-18%	-$990K	0.51%	55
2024 Q4	$5.51M	Buy	30,278 +1,434	+5%	+$271K	0.6%	53
2024 Q3	$4.93M	Hold	28,844	–	–	0.53%	51
2024 Q2	$4.89M	Sell	28,844 -1,504	-5%	-$225K	0.51%	48
2024 Q1	$4.31M	Sell	30,348 -2,944	-9%	-$464K	0.44%	63
2023 Q4	$4.91M	Buy	+33,292	New	+$4.45M	0.5%	55

Other funds holding PANW

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Longbow Finance's PANW Position: Q1 2026 in Review

Longbow Finance reduced its Palo Alto Networks (PANW) stake by 7.1% in Q1 2026, selling an estimated $591K and leaving 46,335 shares worth $7.43M. The position accounts for 1.35% of the portfolio, ranked #28.

Longbow Finance first reported a position in PANW in Q4 2023 and has held it in 10 quarters since. The position peaked at $13M in Q3 2025. 2,460 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

Longbow Finance held 46,335 shares of Palo Alto Networks worth $7.43M as of Q1 2026.
Longbow Finance sold 3,520 Palo Alto Networks shares in Q1 2026, an estimated $591K.
Palo Alto Networks made up 1.35% of Longbow Finance's portfolio in Q1 2026, its #28 holding.
Longbow Finance first reported a position in Palo Alto Networks in Q4 2023 and has held it in 10 quarters since.
Longbow Finance's Palo Alto Networks position peaked at $13M in Q3 2025.
2,460 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on Longbow Finance's 13F filing for Q1 2026, filed 12 May 2026.