Schrum Private Wealth Management’s Palo Alto Networks PANW Stock Holding History

Schrum Private 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	$1.41M	Sell	8,766 -175	-2%	-$29.4K	1.07%	23
2025 Q4	$1.65M	Hold	8,941	–	–	1.22%	18
2025 Q3	$1.82M	Buy	8,941 +26	+0.3%	+$4.98K	1.34%	18
2025 Q2	$1.82M	Hold	8,915	–	–	1.46%	17
2025 Q1	$1.52M	Hold	8,915	–	–	1.34%	19
2024 Q4	$1.62M	Sell	8,915 -681	-7%	-$129K	1.37%	18
2024 Q3	$1.64M	Buy	9,596 +1,032	+12%	+$174K	0.85%	33
2024 Q2	$1.45M	Hold	8,564	–	–	1.31%	21
2024 Q1	$1.22M	Buy	8,564 +5,024	+142%	+$793K	1.1%	25
2023 Q4	$522K	Sell	3,540 -2,700	-43%	-$361K	0.74%	37
2023 Q3	$731K	Hold	6,240	–	–	0.83%	35
2023 Q2	$797K	Hold	6,240	–	–	0.86%	35
2023 Q1	$623K	Hold	6,240	–	–	0.72%	41
2022 Q4	$435K	Hold	6,240	–	–	0.52%	57
2022 Q3	$511K	Buy	6,240 +120	+2%	+$10.4K	0.64%	45
2022 Q2	$504K	Hold	6,120	–	–	0.57%	51
2022 Q1	$630K	Buy	6,120 +720	+13%	+$64.4K	0.63%	47
2021 Q4	$501K	Buy	+5,400	New	+$467K	0.46%	61

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

Schrum Private Wealth Management's PANW Position: Q1 2026 in Review

Schrum Private Wealth Management reduced its Palo Alto Networks (PANW) stake by 2% in Q1 2026, selling an estimated $29.4K and leaving 8,766 shares worth $1.41M. The position accounts for 1.07% of the portfolio, ranked #23.

Schrum Private Wealth Management first reported a position in PANW in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.82M in Q2 2025. 2,459 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

Schrum Private Wealth Management held 8,766 shares of Palo Alto Networks worth $1.41M as of Q1 2026.
Schrum Private Wealth Management sold 175 Palo Alto Networks shares in Q1 2026, an estimated $29.4K.
Palo Alto Networks made up 1.07% of Schrum Private Wealth Management's portfolio in Q1 2026, its #23 holding.
Schrum Private Wealth Management first reported a position in Palo Alto Networks in Q4 2021 and has held it in 18 quarters since.
Schrum Private Wealth Management's Palo Alto Networks position peaked at $1.82M in Q2 2025.
2,459 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on Schrum Private Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.