SEC 13F Intelligence

Cfm Wealth Partners LLC / PANW

Cfm Wealth Partners LLC’s Palo Alto Networks Inc Position

Does Cfm Wealth Partners LLC own Palo Alto Networks Inc (PANW)? Yes — 70.0K shares worth $11M (+1.68% of its 13F portfolio) as of Q1 2026, down from 73.4K shares the prior filed quarter.

Position Value
$11M
Q1 2026
Shares
70.0K
% of Portfolio
+1.68%
Quarters Held
26
currently held

Position History PANW

Reported value by quarter
Q4 ’19: $3MQ4 ’19Q1 ’20: $2MQ2 ’20: $2MQ3 ’20: $2MQ4 ’20: $3MQ4 ’20Q1 ’21: $3MQ2 ’21: $4MQ3 ’21: $5MQ4 ’21: $5MQ4 ’21Q1 ’22: $6MQ2 ’22: $5MQ3 ’22: $5MQ4 ’22: $4MQ4 ’22Q1 ’23: $6MQ2 ’23: $7MQ3 ’23: $6MQ4 ’23: $8MQ4 ’23Q1 ’24: $9MQ2 ’24: $11MQ3 ’24: $12MQ4 ’24: $13MQ4 ’24Q1 ’25: $12MQ2 ’25: $14MQ3 ’25: $16MQ4 ’25: $14MQ4 ’25Q1 ’26: $11Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202670.0K$11M+1.68%
Q4 202573.4K$14M+1.95%
Q3 202577.0K$16M+2.28%
Q2 202569.4K$14M+2.26%
Q1 202569.1K$12M+2.08%
Q4 202469.0K$13M+2.12%
Q3 202434.0K$12M+2.03%
Q2 202432.7K$11M+2.04%
Q1 202432.4K$9M+1.85%
Q4 202327.4K$8M+1.82%
Q3 202327.5K$6M+1.69%
Q2 202327.6K$7M+1.71%
Q1 202327.6K$6M+1.49%
Q4 202227.7K$4M+1.16%
Q3 202227.8K$5M+1.46%
Q2 20229.3K$5M+1.38%
Q1 20229.3K$6M+1.39%
Q4 20219.3K$5M+1.13%
Q3 20219.4K$5M+1.14%
Q2 20219.4K$4M+0.93%
Q1 20219.4K$3M+0.92%
Q4 20209.4K$3M+1.07%
Q3 202010.0K$2M+0.89%
Q2 202010.0K$2M+0.87%
Q1 202010.0K$2M+0.76%
Q4 201911.4K$3M+1.02%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Cfm Wealth Partners LLC’s full portfolio or all institutional holders of PANW.