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Wills Financial Group’s Palo Alto Networks PANW Stock Holding History

Wills Financial 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
Q1 		$11.3M Buy
49,507
+1,025
+2% +$172K 4.25% 6
2025
Q4 		$8.93M Buy
48,482
+1,188
+3% +$240K 3.41% 7
2025
Q3 		$9.63M Sell
47,294
-49
-0.1% -$9.38K 3.95% 7
2025
Q2 		$9.69M Sell
47,343
-538
-1% -$99.9K 4.21% 5
2025
Q1 		$8.17M Sell
47,881
-1,997
-4% -$369K 3.62% 7
2024
Q4 		$9.08M Sell
49,878
-6,440
-11% -$1.22M 3.92% 6
2024
Q3 		$9.62M Sell
56,318
-4,724
-8% -$795K 4.04% 6
2024
Q2 		$10.3M Buy
61,042
+62
+0.1% +$9.27K 4.77% 5
2024
Q1 		$8.66M Buy
60,980
+282
+0.5% +$44.5K 4.08% 6
2023
Q4 		$8.95M Sell
60,698
-594
-1% -$79.4K 4.52% 6
2023
Q3 		$7.18M Buy
61,292
+186
+0.3% +$22K 3.89% 8
2023
Q2 		$7.81M Sell
61,106
-200
-0.3% -$20.8K 3.96% 8
2023
Q1 		$6.12M Buy
61,306
+746
+1% +$63.2K 3.3% 11
2022
Q4 		$4.23M Buy
60,560
+1,486
+3% +$119K 2.35% 15
2022
Q3 		$4.84M Buy
59,074
+418
+0.7% +$36.2K 2.69% 16
2022
Q2 		$4.83M Buy
58,656
+180
+0.3% +$16K 2.38% 16
2022
Q1 		$6.07M Buy
58,476
+90
+0.2% +$8.05K 2.55% 17
2021
Q4 		$5.42M Buy
58,386
+4,500
+8% +$389K 2.14% 21
2021
Q3 		$4.3M Buy
53,886
+1,230
+2% +$86.4K 1.93% 22
2021
Q2 		$3.26M Buy
52,656
+792
+2% +$46.9K 1.41% 28
2021
Q1 		$2.78M Buy
51,864
+10,134
+24% +$602K 1.35% 28
2020
Q4 		$2.47M Buy
41,730
+4,746
+13% +$222K 1.23% 28
2020
Q3 		$1.51M Buy
36,984
+1,170
+3% +$48.7K 0.88% 28
2020
Q2 		$1.37M Sell
35,814
-570
-2% -$20.1K 0.85% 32
2020
Q1 		$994K Sell
36,384
-1,206
-3% -$42.1K 0.71% 37
2019
Q4 		$1.45M Buy
37,590
+1,038
+3% +$39.3K 0.83% 37
2019
Q3 		$1.24M Buy
36,552
+1,440
+4% +$51K 0.8% 37
2019
Q2 		$1.19M Buy
+35,112
New +$1.31M 0.78% 39

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

Wills Financial Group's PANW Position: Q1 2026 in Review

Wills Financial Group increased its Palo Alto Networks (PANW) stake by 2.1% in Q1 2026, buying an estimated $172K and bringing the position to 49,507 shares worth $11.3M. The position accounts for 4.25% of the portfolio, ranked #6.

Wills Financial Group first reported a position in PANW in Q2 2019 and has held it in 28 quarters since. 2,460 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

  • Wills Financial Group held 49,507 shares of Palo Alto Networks worth $11.3M as of Q1 2026.
  • Wills Financial Group bought 1,025 Palo Alto Networks shares in Q1 2026, an estimated $172K.
  • Palo Alto Networks made up 4.25% of Wills Financial Group's portfolio in Q1 2026, its #6 holding.
  • Wills Financial Group first reported a position in Palo Alto Networks in Q2 2019 and has held it in 28 quarters since.
  • 2,460 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on Wills Financial Group's 13F filing for Q1 2026, filed 14 May 2026.