M3 Wealth Management’s Palo Alto Networks PANW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$4.61M Buy
13,512
+393
+3% +$90K 2.99% 11
2026
Q1
$2.1M Buy
13,119
+488
+4% +$82K 1.62% 30
2025
Q4
$2.33M Buy
+12,631
New +$2.55M 1.9% 28

Other funds holding PANW

M3 Wealth Management's PANW Position: Q2 2026 in Review

M3 Wealth Management increased its Palo Alto Networks (PANW) stake by 3% in Q2 2026, buying an estimated $90K and bringing the position to 13,512 shares worth $4.61M. The position accounts for 2.99% of the portfolio, ranked #11.

M3 Wealth Management first reported a position in PANW in Q4 2025 and has held it in 3 quarters since. 2,893 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • M3 Wealth Management held 13,512 shares of Palo Alto Networks worth $4.61M as of Q2 2026.
  • M3 Wealth Management bought 393 Palo Alto Networks shares in Q2 2026, an estimated $90K.
  • Palo Alto Networks made up 2.99% of M3 Wealth Management's portfolio in Q2 2026, its #11 holding.
  • M3 Wealth Management first reported a position in Palo Alto Networks in Q4 2025 and has held it in 3 quarters since.
  • 2,893 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on M3 Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.