Smithbridge Asset Management’s Palo Alto Networks PANW Stock Holding History

Smithbridge Asset 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	$3.28M	Sell	20,480 -20,981	-51%	-$3.52M	0.49%	53
2025 Q4	$7.64M	Buy	41,461 +1,792	+5%	+$362K	0.65%	47
2025 Q3	$8.08M	Sell	39,669 -786	-2%	-$150K	1.17%	31
2025 Q2	$8.28M	Sell	40,455 -2,222	-5%	-$413K	1.45%	25
2025 Q1	$7.28M	Buy	+42,677	New	+$7.89M	1.35%	28
2024 Q3	$7.83M	Buy	45,812 +19,474	+74%	+$3.28M	1.35%	25
2024 Q2	$4.46M	Sell	26,338 -3,276	-11%	-$490K	0.93%	35
2024 Q1	$4.21M	Sell	29,614 -1,796	-6%	-$283K	0.87%	43
2023 Q4	$4.63M	Buy	31,410 +29,610	+1,645%	+$3.96M	1.05%	35
2023 Q3	$211K	Hold	1,800	–	–	0.05%	136
2023 Q2	$230K	Buy	+1,800	New	+$187K	0.05%	135

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

Smithbridge Asset Management's PANW Position: Q1 2026 in Review

Smithbridge Asset Management reduced its Palo Alto Networks (PANW) stake by 51% in Q1 2026, selling an estimated $3.52M and leaving 20,480 shares worth $3.28M. The position accounts for 0.49% of the portfolio, ranked #53.

Smithbridge Asset Management first reported a position in PANW in Q2 2023 and has held it in 11 quarters since. The position peaked at $8.28M in Q2 2025. 2,459 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

Smithbridge Asset Management held 20,480 shares of Palo Alto Networks worth $3.28M as of Q1 2026.
Smithbridge Asset Management sold 20,981 Palo Alto Networks shares in Q1 2026, an estimated $3.52M.
Palo Alto Networks made up 0.49% of Smithbridge Asset Management's portfolio in Q1 2026, its #53 holding.
Smithbridge Asset Management first reported a position in Palo Alto Networks in Q2 2023 and has held it in 11 quarters since.
Smithbridge Asset Management's Palo Alto Networks position peaked at $8.28M in Q2 2025.
2,459 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on Smithbridge Asset Management's 13F filing for Q1 2026, filed 24 Apr 2026.