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Williamson Legacy Group’s Palo Alto Networks PANW Stock Holding History

Williamson Legacy Group’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
Q2 		$1.59M Buy
+4,652
New +$1.06M 0.79% 43
2024
Q2 		– Sell
-11,090
Closed -$1.58M – 105
2024
Q1 		$1.58M Sell
11,090
-1,212
-10% -$191K 1.22% 23
2023
Q4 		$1.81M Buy
+12,302
New +$1.64M 1.68% 10

Other funds holding PANW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Williamson Legacy Group's PANW Position: Q2 2026 in Review

Williamson Legacy Group opened a new position in Palo Alto Networks (PANW) in Q2 2026: 4,652 shares worth $1.59M. The stake represents 0.79% of the portfolio and ranks #43 among its holdings. This is a return to the name: Williamson Legacy Group previously reported a position in PANW as recently as Q1 2024.

Williamson Legacy Group first reported a position in PANW in Q4 2023 and has held it in 3 quarters since. The position peaked at $1.81M in Q4 2023. 2,908 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • Williamson Legacy Group held 4,652 shares of Palo Alto Networks worth $1.59M as of Q2 2026.
  • Palo Alto Networks was a new Williamson Legacy Group position in Q2 2026.
  • Palo Alto Networks made up 0.79% of Williamson Legacy Group's portfolio in Q2 2026, its #43 holding.
  • Williamson Legacy Group first reported a position in Palo Alto Networks in Q4 2023 and has held it in 3 quarters since.
  • Williamson Legacy Group's Palo Alto Networks position peaked at $1.81M in Q4 2023.
  • 2,908 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Williamson Legacy Group's 13F filing for Q2 2026, filed 13 Aug 2026.