SEC 13F Intelligence

Mogy Joel R Investment Counsel Inc / PANW

Mogy Joel R Investment Counsel Inc’s Palo Alto Networks Inc Position

Does Mogy Joel R Investment Counsel Inc own Palo Alto Networks Inc (PANW)? Yes — 308.0K shares worth $105M (+6.02% of its 13F portfolio) as of Q2 2026, down from 308.8K shares the prior filed quarter.

Position Value
$105M
Q2 2026
Shares
308.0K
% of Portfolio
+6.02%
Quarters Held
31
currently held

Position History PANW

Reported value by quarter
Q4 ’18: $6MQ4 ’18Q1 ’19: $7MQ2 ’19: $7MQ3 ’19: $7MQ4 ’19: $8MQ4 ’19Q1 ’20: $5MQ2 ’20: $7MQ3 ’20: $8MQ4 ’20: $11MQ4 ’20Q1 ’21: $11MQ2 ’21: $15MQ3 ’21: $21MQ4 ’21: $25MQ4 ’21Q1 ’22: $28MQ2 ’22: $23MQ3 ’22: $23MQ4 ’22: $20MQ4 ’22Q1 ’23: $28MQ2 ’23: $37MQ3 ’23: $34MQ4 ’23: $43MQ4 ’23Q1 ’24: $42MQ2 ’24: $51MQ3 ’24: $52MQ4 ’24: $55MQ4 ’24Q1 ’25: $53MQ2 ’25: $63MQ3 ’25: $63MQ4 ’25: $57MQ4 ’25Q1 ’26: $50MQ2 ’26: $105Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q2 2026308.0K$105M+6.02%
Q1 2026308.8K$50M+3.10%
Q4 2025310.7K$57M+3.10%
Q3 2025309.9K$63M+3.46%
Q2 2025309.3K$63M+3.65%
Q1 2025309.2K$53M+3.40%
Q4 2024304.6K$55M+3.29%
Q3 2024151.8K$52M+3.18%
Q2 2024149.9K$51M+3.22%
Q1 2024146.8K$42M+2.83%
Q4 2023145.3K$43M+3.24%
Q3 2023146.6K$34M+2.89%
Q2 2023145.2K$37M+2.95%
Q1 2023141.9K$28M+2.51%
Q4 2022140.3K$20M+1.96%
Q3 2022138.1K$23M+2.37%
Q2 202245.6K$23M+2.22%
Q1 202245.0K$28M+2.22%
Q4 202144.6K$25M+1.78%
Q3 202143.9K$21M+1.72%
Q2 202141.8K$15M+1.31%
Q1 202135.6K$11M+1.10%
Q4 202032.2K$11M+1.13%
Q3 202031.7K$8M+0.84%
Q2 202032.1K$7M+0.88%
Q1 202032.6K$5M+0.76%
Q4 201932.6K$8M+0.90%
Q3 201932.1K$7M+0.83%
Q2 201932.2K$7M+0.85%
Q1 201930.8K$7M+1.01%
Q4 201829.5K$6M+0.86%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Mogy Joel R Investment Counsel Inc’s full portfolio or all institutional holders of PANW.