Murphy & Mullick Capital Management’s Palo Alto Networks PANW Stock Holding History

Murphy & Mullick 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 Q2	$1.15M	Sell	3,380 -402	-11%	-$92K	0.72%	37
2026 Q1	$606K	Buy	3,782 +47	+1%	+$7.9K	0.45%	54
2025 Q4	$688K	Buy	3,735 +65	+2%	+$13.1K	0.5%	48
2025 Q3	$753K	Buy	3,670 +250	+7%	+$47.9K	0.56%	43
2025 Q2	$601K	Buy	3,420 +624	+22%	+$116K	0.49%	52
2025 Q1	$477K	Buy	2,796 +20	+0.7%	+$3.7K	0.46%	55
2024 Q4	$505K	Buy	+2,776	New	+$524K	0.47%	56

Other funds holding PANW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Murphy & Mullick Capital Management's PANW Position: Q2 2026 in Review

Murphy & Mullick Capital Management reduced its Palo Alto Networks (PANW) stake by 11% in Q2 2026, selling an estimated $92K and leaving 3,380 shares worth $1.15M. The position accounts for 0.72% of the portfolio, ranked #37.

Murphy & Mullick Capital Management first reported a position in PANW in Q4 2024 and has held it in 7 quarters since. 2,922 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

Murphy & Mullick Capital Management held 3,380 shares of Palo Alto Networks worth $1.15M as of Q2 2026.
Murphy & Mullick Capital Management sold 402 Palo Alto Networks shares in Q2 2026, an estimated $92K.
Palo Alto Networks made up 0.72% of Murphy & Mullick Capital Management's portfolio in Q2 2026, its #37 holding.
Murphy & Mullick Capital Management first reported a position in Palo Alto Networks in Q4 2024 and has held it in 7 quarters since.
2,922 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Murphy & Mullick Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.