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Livermore
Livermore
ZHEN

CFM Wealth Partners LLC

SEC CIK
0001801097
Latest filing
Aug 7, 2026

PANW holding history

Palo Alto Networks Inc in every 13F filed by CFM Wealth Partners LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

PANW overviewAll 13F holders of PANWFull Q2 2026 holdings

Shares (Q2 2026)
69,449
Value
$23.7M
% of portfolio
3.0%
Quarters held
22
Since Q1 2021
Holdings of PANW by CFM Wealth Partners LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202669,449$23.7M3.0%−523−0.7%ReducedHolders
Q1 202669,972$11.2M1.7%−3,471−4.7%ReducedHolders
Q4 202573,443$13.5M2.0%−3,602−4.7%ReducedHolders
Q3 202577,045$15.7M2.3%+7,631+11.0%AddedHolders
Q2 202569,414$14.2M2.3%+324+0.5%AddedHolders
Q1 202569,090$11.8M2.1%+115+0.2%AddedHolders
Q4 202468,975$12.6M2.1%+885+1.3%AddedConverted for a 2-for-1 splitHolders
Q3 202434,045$11.6M2.0%+1,308+4.0%AddedHolders
Q2 202432,737$11.1M2.0%+341+1.1%AddedHolders
Q1 202432,396$9.20M1.8%+5,038+18.4%AddedHolders
Q4 202327,358$8.07M1.8%−130−0.5%ReducedHolders
Q3 202327,488$6.44M1.7%−153−0.6%ReducedHolders
Q2 202327,641$7.06M1.7%00.0%UnchangedHolders
Q1 202327,641$5.52M1.5%−58−0.2%ReducedHolders
Q4 202227,699$3.87M1.2%−117−0.4%ReducedHolders
Q3 202227,816$4.56M1.5%00.0%UnchangedConverted for a 3-for-1 splitHolders
Q2 20229,281$4.58M1.4%−15−0.2%ReducedHolders
Q1 20229,296$5.79M1.4%00.0%UnchangedHolders
Q4 20219,296$5.06M1.1%−147−1.6%ReducedHolders
Q3 20219,443$4.52M1.1%+5+0.1%AddedHolders
Q2 20219,438$3.50M0.9%00.0%UnchangedHolders
Q1 20219,438$3.04M0.9%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.