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

PTM 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
2026
Q1 		– Sell
-1,200
Closed -$219K – 58
2025
Q4 		$219K Sell
1,200
-100
-8% -$20.2K 0.12% 54
2025
Q3 		$276K Buy
1,300
+50
+4% +$9.57K 0.16% 43
2025
Q2 		$252K Buy
+1,250
New +$232K 0.17% 40

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

PTM Wealth Management's PANW Position: Q1 2026 in Review

PTM Wealth Management sold out of Palo Alto Networks (PANW) in Q1 2026, closing a stake of 1,200 shares — an estimated $219K sold.

PTM Wealth Management first reported a position in PANW in Q2 2025 and held it in 3 quarters. The position peaked at $276K in Q3 2025. 2,460 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

  • PTM Wealth Management reported no remaining Palo Alto Networks position as of Q1 2026 after selling out during the quarter.
  • PTM Wealth Management sold 1,200 Palo Alto Networks shares in Q1 2026, an estimated $219K.
  • PTM Wealth Management first reported a position in Palo Alto Networks in Q2 2025 and held it in 3 quarters.
  • PTM Wealth Management's Palo Alto Networks position peaked at $276K in Q3 2025.
  • 2,460 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on PTM Wealth Management's 13F filing for Q1 2026, filed 9 Apr 2026.