APPLETON PARTNERS INC/MA

Position in PANW — Palo Alto Networks Inc

CIK 1055290 BOSTON, MA

Position in PANW

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$11,503,627

+$5,834,712 QoQ

Shares Held

33,733

-4.6% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

1.05%

of 13F equity value

Holder Rank

#662

of 2,893 holders

Holding Since

Mar 2020

26 quarters on record

Technology · as of Jun 30, 2026

APPLETON PARTNERS INC/MA holds $56,953,751 across 5 Software - Infrastructure names. PANW ranks #2 (20.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	116,361	$43,404,980
2	PANW	Palo Alto Networks Inc This page	33,733	$11,503,627
3	VRSN	Verisign Inc/Ca	4,257	$1,070,890
4	ORCL	Oracle Corp	5,016	$735,094
5	MDB	MongoDB, Inc.	712	$239,160

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$11,503,627	33,733	-4.6%	Shares	Sole	2026-07-21
2026-03-31	$5,668,915	35,360	-2.1%	Shares	Sole	2026-04-28
2025-12-31	$6,652,935	36,118	-4.6%	Shares	Sole	2026-01-09
2025-09-30	$7,705,998	37,845	-1.0%	Shares	Sole	2025-11-05
2025-06-30	$7,820,931	38,218	-2.0%	Shares	Sole	2025-07-22
2025-03-31	$6,656,154	39,007	-8.6%	Shares	Sole	2025-04-22
2024-12-31	$7,762,231	42,659	+74.4%	Shares	Sole	2025-01-28
2024-09-30	$8,359,744	24,458	-6.2%	Shares	Sole	2024-10-01
2024-06-30	$8,843,414	26,086	-7.0%	Shares	Sole	2024-07-02
2024-03-31	$7,969,562	28,049	-13.6%	Shares	Sole	2024-04-01
2023-12-31	$9,572,099	32,461	-4.4%	Shares	Sole	2024-01-02
2023-09-30	$7,959,003	33,949	-12.0%	Shares	Sole	2023-10-03
2023-06-30	$9,853,487	38,564	-6.9%	Shares	Sole	2023-07-10
2023-03-31	$8,276,027	41,434	-5.2%	Shares	Sole	2023-04-10
2022-12-31	$6,101,665	43,727	-4.2%	Shares	Sole	2023-01-19
2022-09-30	$7,478,323	45,658	+194.9%	Shares	Sole	2022-10-27
2022-06-30	$7,647,175	15,482	-0.2%	Shares	Sole	2022-07-08
2022-03-31	$9,659,490	15,517	-1.8%	Shares	Sole	2022-04-05
2021-12-31	$8,797,918	15,802	-3.6%	Shares	Sole	2022-02-03
2021-09-30	$7,851,764	16,392	+2.9%	Shares	Sole	2021-10-14
2021-06-30	$5,911,571	15,932	-5.1%	Shares	Sole	2021-07-07
2021-03-31	$5,405,780	16,785	-2.9%	Shares	Sole	2021-04-19
2020-12-31	$6,142,919	17,285	+0.3%	Shares	Sole	2021-01-19
2020-09-30	$4,215,822	17,225	-1.3%	Shares	Sole	2020-10-14
2020-06-30	$4,008,656	17,454	-5.2%	Shares	Sole	2020-08-14
2020-03-31	$3,019,327	18,415	—	Shares	Sole	2020-05-04
No filing history on record for this holder in this stock.