MCM
PANW icon

M1 Capital Management’s Palo Alto Networks PANW Stock Holding History

M1 Capital 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 		$235K Buy
1,465
+45
+3% +$7.56K 0.11% 98
2025
Q4 		$262K Buy
1,420
+22
+2% +$4.44K 0.11% 98
2025
Q3 		$285K Buy
1,398
+44
+3% +$8.42K 0.12% 91
2025
Q2 		$277K Buy
1,354
+115
+9% +$21.4K 0.14% 84
2025
Q1 		$211K Buy
+1,239
New +$229K 0.13% 86

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

M1 Capital Management's PANW Position: Q1 2026 in Review

M1 Capital Management increased its Palo Alto Networks (PANW) stake by 3.2% in Q1 2026, buying an estimated $7.56K and bringing the position to 1,465 shares worth $235K. The position accounts for 0.11% of the portfolio, ranked #98.

M1 Capital Management first reported a position in PANW in Q1 2025 and has held it in 5 quarters since. The position peaked at $285K in Q3 2025. 2,461 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

  • M1 Capital Management held 1,465 shares of Palo Alto Networks worth $235K as of Q1 2026.
  • M1 Capital Management bought 45 Palo Alto Networks shares in Q1 2026, an estimated $7.56K.
  • Palo Alto Networks made up 0.11% of M1 Capital Management's portfolio in Q1 2026, its #98 holding.
  • M1 Capital Management first reported a position in Palo Alto Networks in Q1 2025 and has held it in 5 quarters since.
  • M1 Capital Management's Palo Alto Networks position peaked at $285K in Q3 2025.
  • 2,461 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on M1 Capital Management's 13F filing for Q1 2026, filed 8 May 2026.