WealthTrust Axiom’s Palo Alto Networks PANW Stock Holding History

WealthTrust Axiom’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	$752K	Buy	4,692 +12	+0.3%	+$2.02K	0.19%	104
2025 Q4	$862K	Hold	4,680	–	–	0.22%	94
2025 Q3	$953K	Hold	4,680	–	–	0.26%	81
2025 Q2	$958K	Hold	4,680	–	–	0.28%	76
2025 Q1	$799K	Hold	4,680	–	–	0.24%	87
2024 Q4	$852K	Hold	4,680	–	–	0.25%	81
2024 Q3	$800K	Hold	4,680	–	–	0.24%	94
2024 Q2	$793K	Hold	4,680	–	–	0.26%	85
2024 Q1	$665K	Hold	4,680	–	–	0.21%	104
2023 Q4	$690K	Hold	4,680	–	–	0.23%	93
2023 Q3	$549K	Hold	4,680	–	–	0.2%	106
2023 Q2	$598K	Hold	4,680	–	–	0.2%	109
2023 Q1	$467K	Hold	4,680	–	–	0.16%	128
2022 Q4	$327K	Hold	4,680	–	–	0.11%	162
2022 Q3	$383K	Hold	4,680	–	–	0.15%	135
2022 Q2	$385K	Hold	4,680	–	–	0.14%	144
2022 Q1	$485K	Hold	4,680	–	–	0.15%	136
2021 Q4	$434K	Hold	4,680	–	–	0.14%	142
2021 Q3	$373K	Hold	4,680	–	–	0.13%	148
2021 Q2	$289K	Hold	4,680	–	–	0.09%	184
2021 Q1	$251K	Sell	4,680 -120	-3%	-$7.13K	0.08%	185
2020 Q4	$284K	Sell	4,800 -1,800	-27%	-$84.1K	0.1%	169
2020 Q3	$269K	Hold	6,600	–	–	0.12%	146
2020 Q2	$252K	Buy	+6,600	New	+$233K	0.11%	145
2020 Q1	–	Sell	-6,600	Closed	-$254K	–	223
2019 Q4	$254K	Hold	6,600	–	–	0.09%	174
2019 Q3	$224K	Hold	6,600	–	–	0.08%	188
2019 Q2	$224K	Hold	6,600	–	–	0.08%	190
2019 Q1	$267K	Hold	6,600	–	–	0.1%	165
2018 Q4	$207K	Hold	6,600	–	–	0.08%	182
2018 Q3	$247K	Hold	6,600	–	–	0.08%	186
2018 Q2	$226K	Buy	+6,600	New	+$220K	0.08%	190

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

WealthTrust Axiom's PANW Position: Q1 2026 in Review

WealthTrust Axiom increased its Palo Alto Networks (PANW) stake by 0.26% in Q1 2026, buying an estimated $2.02K and bringing the position to 4,692 shares worth $752K. The position accounts for 0.19% of the portfolio, ranked #104.

WealthTrust Axiom first reported a position in PANW in Q2 2018 and has held it in 31 quarters since. The position peaked at $958K in Q2 2025. 2,461 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

WealthTrust Axiom held 4,692 shares of Palo Alto Networks worth $752K as of Q1 2026.
WealthTrust Axiom bought 12 Palo Alto Networks shares in Q1 2026, an estimated $2.02K.
Palo Alto Networks made up 0.19% of WealthTrust Axiom's portfolio in Q1 2026, its #104 holding.
WealthTrust Axiom first reported a position in Palo Alto Networks in Q2 2018 and has held it in 31 quarters since.
WealthTrust Axiom's Palo Alto Networks position peaked at $958K in Q2 2025.
2,461 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on WealthTrust Axiom's 13F filing for Q1 2026, filed 11 May 2026.