SCHMIDT P J INVESTMENT MANAGEMENT INC
Position in PANW — Palo Alto Networks Inc
CIK 1008895
CEDARBURG, WI
Position in PANW
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$2,480,238
+$1,309,422 QoQ
Shares Held
7,273
-0.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.62%
of 13F equity value
Holder Rank
#1,275
of 2,893 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PANW Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026SCHMIDT P J INVESTMENT MANAGEMENT INC holds $37,073,650 across 5 Software - Infrastructure names. PANW ranks #2 (6.7% of the industry book) .
All Filings in PANW
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,480,238 | 7,273 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $1,170,816 | 7,303 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $1,353,317 | 7,347 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $1,524,502 | 7,487 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $1,657,788 | 8,101 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $1,421,431 | 8,330 | Shares | Sole | 2025-05-21 | |
| 2024-12-31 | $1,498,986 | 8,238 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $1,397,962 | 4,090 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $1,379,770 | 4,070 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $1,117,767 | 3,934 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $1,101,376 | 3,735 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $850,548 | 3,628 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $907,827 | 3,553 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $690,700 | 3,458 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $306,290 | 2,195 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $343,959 | 2,100 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $365,515 | 740 | Shares | Sole | 2022-08-24 | |
| 2022-03-31 | $438,869 | 705 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $375,812 | 675 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 | $323,324 | 675 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $250,458 | 675 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $217,390 | 675 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $239,888 | 675 | Shares | Sole | 2021-02-01 | |
| No filing history on record for this holder in this stock. | ||||||