ML
PANW icon

McAdam LLC’s Palo Alto Networks PANW Stock Holding History

McAdam LLC’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 		$583K Buy
3,637
+351
+11% +$59K 0.03% 220
2025
Q4 		$605K Buy
3,286
+756
+30% +$153K 0.03% 201
2025
Q3 		$515K Buy
2,530
+1,221
+93% +$234K 0.03% 211
2025
Q2 		$268K Buy
1,309
+74
+6% +$13.7K 0.01% 310
2025
Q1 		$211K Buy
+1,235
New +$228K 0.01% 319
2018
Q4 		– Sell
-24
Closed -$1K – 441
2018
Q3 		$1K Hold
24
– – ﹤0.01% 610
2018
Q2 		$1K Buy
+24
New +$800 ﹤0.01% 577

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

McAdam LLC's PANW Position: Q1 2026 in Review

McAdam LLC increased its Palo Alto Networks (PANW) stake by 11% in Q1 2026, buying an estimated $59K and bringing the position to 3,637 shares worth $583K. The position accounts for 0.03% of the portfolio, ranked #220.

McAdam LLC first reported a position in PANW in Q2 2018 and has held it in 7 quarters since. The position peaked at $605K in Q4 2025. 2,461 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

  • McAdam LLC held 3,637 shares of Palo Alto Networks worth $583K as of Q1 2026.
  • McAdam LLC bought 351 Palo Alto Networks shares in Q1 2026, an estimated $59K.
  • Palo Alto Networks made up 0.03% of McAdam LLC's portfolio in Q1 2026, its #220 holding.
  • McAdam LLC first reported a position in Palo Alto Networks in Q2 2018 and has held it in 7 quarters since.
  • McAdam LLC's Palo Alto Networks position peaked at $605K in Q4 2025.
  • 2,461 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on McAdam LLC's 13F filing for Q1 2026, filed 8 May 2026.