PWM
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PBMares Wealth Management’s Palo Alto Networks PANW Stock Holding History

PBMares Wealth 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
2025
Q3 		$327K Hold
1,605
– – 0.05% 142
2025
Q2 		$328K Hold
1,605
– – 0.06% 140
2025
Q1 		$274K Sell
1,605
-20
-1% -$3.7K 0.05% 159
2024
Q4 		$296K Buy
1,625
+77
+5% +$14.5K 0.06% 149
2024
Q3 		$265K Buy
1,548
+40
+3% +$6.73K 0.06% 160
2024
Q2 		$256K Hold
1,508
– – 0.06% 156
2024
Q1 		$214K Buy
1,508
+32
+2% +$5.05K 0.06% 169
2023
Q4 		$218K Buy
+1,476
New +$197K 0.07% 163

Other funds holding PANW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

PBMares Wealth Management's PANW Position: Q3 2025 in Review

PBMares Wealth Management held its Palo Alto Networks (PANW) position steady in Q3 2025 at 1,605 shares worth $327K. The position accounts for 0.05% of the portfolio, ranked #142.

PBMares Wealth Management first reported a position in PANW in Q4 2023 and has held it in 8 quarters since. The position peaked at $328K in Q2 2025. 2,429 funds tracked by Wall St. Rank hold PANW as of Q3 2025.

  • PBMares Wealth Management held 1,605 shares of Palo Alto Networks worth $327K as of Q3 2025.
  • PBMares Wealth Management left its Palo Alto Networks share count unchanged in Q3 2025.
  • Palo Alto Networks made up 0.05% of PBMares Wealth Management's portfolio in Q3 2025, its #142 holding.
  • PBMares Wealth Management first reported a position in Palo Alto Networks in Q4 2023 and has held it in 8 quarters since.
  • PBMares Wealth Management's Palo Alto Networks position peaked at $328K in Q2 2025.
  • 2,429 funds tracked by Wall St. Rank held Palo Alto Networks as of Q3 2025.

Based on PBMares Wealth Management's 13F filing for Q3 2025, filed 27 Oct 2025.