P.J. Schmidt Investment Management (PJS)’s Palo Alto Networks PANW Stock Holding History

P.J. Schmidt Investment Management (PJS)’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	$1.17M	Sell	7,303 -44	-0.6%	-$7.39K	0.2%	69
2025 Q4	$1.35M	Sell	7,347 -140	-2%	-$28.2K	0.22%	66
2025 Q3	$1.52M	Sell	7,487 -614	-8%	-$118K	0.25%	63
2025 Q2	$1.66M	Sell	8,101 -229	-3%	-$42.5K	0.29%	58
2025 Q1	$1.42M	Buy	8,330 +92	+1%	+$17K	0.26%	60
2024 Q4	$1.5M	Buy	8,238 +58	+0.7%	+$11K	0.26%	58
2024 Q3	$1.4M	Buy	8,180 +40	+0.5%	+$6.73K	0.24%	60
2024 Q2	$1.38M	Buy	8,140 +272	+3%	+$40.7K	0.25%	60
2024 Q1	$1.12M	Buy	7,868 +398	+5%	+$62.8K	0.21%	67
2023 Q4	$1.28M	Buy	7,470 +214	+3%	+$28.6K	0.25%	65
2023 Q3	$918K	Buy	7,256 +150	+2%	+$17.8K	0.2%	74
2023 Q2	$863K	Buy	7,106 +190	+3%	+$19.8K	0.17%	78
2023 Q1	$640K	Buy	6,916 +2,526	+58%	+$214K	0.13%	91
2022 Q4	$306K	Buy	4,390 +190	+5%	+$15.3K	0.07%	136
2022 Q3	$340K	Sell	4,200 -240	-5%	-$20.8K	0.08%	123
2022 Q2	$421K	Buy	4,440 +210	+5%	+$18.6K	0.09%	117
2022 Q1	$396K	Buy	4,230 +180	+4%	+$16.1K	0.09%	127
2021 Q4	$349K	Hold	4,050	–	–	0.07%	144
2021 Q3	$328K	Hold	4,050	–	–	0.06%	146
2021 Q2	$271K	Hold	4,050	–	–	0.05%	154
2021 Q1	$240K	Hold	4,050	–	–	0.05%	157
2020 Q4	$237K	Buy	+4,050	New	+$189K	0.05%	147

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

P.J. Schmidt Investment Management (PJS)'s PANW Position: Q1 2026 in Review

P.J. Schmidt Investment Management (PJS) reduced its Palo Alto Networks (PANW) stake by 0.6% in Q1 2026, selling an estimated $7.39K and leaving 7,303 shares worth $1.17M. The position accounts for 0.2% of the portfolio, ranked #69.

P.J. Schmidt Investment Management (PJS) first reported a position in PANW in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.66M in Q2 2025. 2,460 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

P.J. Schmidt Investment Management (PJS) held 7,303 shares of Palo Alto Networks worth $1.17M as of Q1 2026.
P.J. Schmidt Investment Management (PJS) sold 44 Palo Alto Networks shares in Q1 2026, an estimated $7.39K.
Palo Alto Networks made up 0.2% of P.J. Schmidt Investment Management (PJS)'s portfolio in Q1 2026, its #69 holding.
P.J. Schmidt Investment Management (PJS) first reported a position in Palo Alto Networks in Q4 2020 and has held it in 22 quarters since.
P.J. Schmidt Investment Management (PJS)'s Palo Alto Networks position peaked at $1.66M in Q2 2025.
2,460 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on P.J. Schmidt Investment Management (PJS)'s 13F filing for Q1 2026, filed 29 Apr 2026.