Compagnie Lombard Odier SCmA’s Palo Alto Networks PANW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $184M | Buy |
1,148,435
+139,501
| +14% | +$23.4M | 2.26% | 12 |
|
|
2025
Q4 | $186M | Sell |
1,008,934
-28,704
| -3% | -$5.79M | 2.02% | 12 |
|
|
2025
Q3 | $211M | Buy |
1,037,638
+48,601
| +5% | +$9.3M | 2.33% | 11 |
|
|
2025
Q2 | $202M | Sell |
989,037
-32,162
| -3% | -$5.97M | 2.67% | 9 |
|
|
2025
Q1 | $174M | Buy |
1,021,199
+8,426
| +0.8% | +$1.56M | 2.14% | 13 |
|
|
2024
Q4 | $184M | Sell |
1,012,773
-39,527
| -4% | -$7.47M | 2.72% | 10 |
|
|
2024
Q3 | $180M | Sell |
1,052,300
-73,184
| -7% | -$12.3M | 2.8% | 9 |
|
|
2024
Q2 | $191M | Buy |
1,125,484
+45,898
| +4% | +$6.87M | 3.23% | 7 |
|
|
2024
Q1 | $153M | Buy |
1,079,586
+310,484
| +40% | +$49M | 2.71% | 7 |
|
|
2023
Q4 | $113M | Sell |
769,102
-166,938
| -18% | -$22.3M | 2.11% | 10 |
|
|
2023
Q3 | $110M | Sell |
936,040
-172,678
| -16% | -$20.4M | 2.54% | 10 |
|
|
2023
Q2 | $142M | Sell |
1,108,718
-82,094
| -7% | -$8.54M | 3.97% | 6 |
|
|
2023
Q1 | $119M | Buy |
1,190,812
+67,358
| +6% | +$5.71M | 2.97% | 8 |
|
|
2022
Q4 | $78.4M | Buy |
1,123,454
+92,658
| +9% | +$7.44M | 2.1% | 13 |
|
|
2022
Q3 | $84.4M | Sell |
1,030,796
-61,606
| -6% | -$5.33M | 2.43% | 9 |
|
|
2022
Q2 | $89.9M | Sell |
1,092,402
-75,078
| -6% | -$6.66M | 2.28% | 10 |
|
|
2022
Q1 | $121M | Sell |
1,167,480
-126,516
| -10% | -$11.3M | 2.56% | 9 |
|
|
2021
Q4 | $120M | Sell |
1,293,996
-65,214
| -5% | -$5.64M | 2.38% | 10 |
|
|
2021
Q3 | $109M | Sell |
1,359,210
-48,912
| -3% | -$3.44M | 2.34% | 10 |
|
|
2021
Q2 | $87.1M | Sell |
1,408,122
-53,118
| -4% | -$3.15M | 1.91% | 18 |
|
|
2021
Q1 | $78.4M | Sell |
1,461,240
-58,704
| -4% | -$3.49M | 1.73% | 16 |
|
|
2020
Q4 | $90M | Buy |
1,519,944
+3,912
| +0.3% | +$183K | 2.32% | 11 |
|
|
2020
Q3 | $61.8M | Sell |
1,516,032
-75,702
| -5% | -$3.15M | 1.85% | 18 |
|
|
2020
Q2 | $60.9M | Sell |
1,591,734
-144,756
| -8% | -$5.1M | 2.04% | 12 |
|
|
2020
Q1 | $47.5M | Buy |
1,736,490
+214,698
| +14% | +$7.49M | 1.99% | 13 |
|
|
2019
Q4 | $58.6M | Buy |
1,521,792
+151,728
| +11% | +$5.74M | 2.25% | 12 |
|
|
2019
Q3 | $46.5M | Buy |
1,370,064
+646,812
| +89% | +$22.9M | 1.94% | 15 |
|
|
2019
Q2 | $24.6M | Buy |
723,252
+202,890
| +39% | +$7.59M | 1% | 28 |
|
|
2019
Q1 | $21.1M | Sell |
520,362
-57,936
| -10% | -$2.15M | 0.87% | 31 |
|
|
2018
Q4 | $18.2M | Buy |
578,298
+49,632
| +9% | +$1.55M | 0.74% | 37 |
|
|
2018
Q3 | $19.8M | Sell |
528,666
-120,912
| -19% | -$4.4M | 0.7% | 41 |
|
|
2018
Q2 | $22.2M | Sell |
649,578
-200,160
| -24% | -$6.67M | 0.82% | 31 |
|
|
2018
Q1 | $25.7M | Sell |
849,738
-2,464,062
| -74% | -$68.5M | 0.94% | 28 |
|
|
2017
Q4 | $80M | Buy |
3,313,800
+1,242,624
| +60% | +$30.2M | 1.44% | 17 |
|
|
2017
Q3 | $49.7M | Sell |
2,071,176
-391,326
| -16% | -$8.91M | 1.76% | 13 |
|
|
2017
Q2 | $54.9M | Sell |
2,462,502
-341,880
| -12% | -$6.91M | 1.9% | 13 |
|
|
2017
Q1 | $52.7M | Buy |
2,804,382
+155,250
| +6% | +$3.47M | 1.78% | 14 |
|
|
2016
Q4 | $55.2M | Buy |
2,649,132
+664,008
| +33% | +$15.9M | 1.62% | 15 |
|
|
2016
Q3 | $52.7M | Buy |
1,985,124
+1,980,534
| +43,149% | +$45.1M | 1.54% | 15 |
|
|
2016
Q2 | $94K | Hold |
4,590
| – | – | ﹤0.01% | 576 |
|
|
2016
Q1 | $125K | Hold |
4,590
| – | – | ﹤0.01% | 575 |
|
|
2015
Q4 | $134K | Hold |
4,590
| – | – | ﹤0.01% | 547 |
|
|
2015
Q3 | $132K | Hold |
4,590
| – | – | 0.01% | 477 |
|
|
2015
Q2 | $134K | Hold |
4,590
| – | – | 0.01% | 505 |
|
|
2015
Q1 | $112K | Hold |
4,590
| – | – | ﹤0.01% | 633 |
|
|
2014
Q4 | $94K | Hold |
4,590
| – | – | ﹤0.01% | 552 |
|
|
2014
Q3 | $75K | Buy |
+4,590
| New | +$65.9K | ﹤0.01% | 683 |
|
|
2014
Q1 | – | Sell |
-3,600
| Closed | -$34K | – | 893 |
|
|
2013
Q4 | $34K | Buy |
+3,600
| New | +$28.5K | ﹤0.01% | 741 |
|
Other funds holding PANW
VCM
VPM
Compagnie Lombard Odier SCmA's PANW Position: Q1 2026 in Review
Compagnie Lombard Odier SCmA increased its Palo Alto Networks (PANW) stake by 14% in Q1 2026, buying an estimated $23.4M and bringing the position to 1,148,435 shares worth $184M. The position accounts for 2.26% of the portfolio, ranked #12.
Compagnie Lombard Odier SCmA first reported a position in PANW in Q4 2013 and has held it in 48 quarters since. The position peaked at $211M in Q3 2025. 2,459 funds tracked by Wall St. Rank hold PANW as of Q1 2026.
- Compagnie Lombard Odier SCmA held 1,148,435 shares of Palo Alto Networks worth $184M as of Q1 2026.
- Compagnie Lombard Odier SCmA bought 139,501 Palo Alto Networks shares in Q1 2026, an estimated $23.4M.
- Palo Alto Networks made up 2.26% of Compagnie Lombard Odier SCmA's portfolio in Q1 2026, its #12 holding.
- Compagnie Lombard Odier SCmA first reported a position in Palo Alto Networks in Q4 2013 and has held it in 48 quarters since.
- Compagnie Lombard Odier SCmA's Palo Alto Networks position peaked at $211M in Q3 2025.
- 2,459 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.
Based on Compagnie Lombard Odier SCmA's 13F filing for Q1 2026, filed 15 Apr 2026.