LI
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Lafayette Investments’s Palo Alto Networks PANW Stock Holding History

Lafayette Investments’s Portfolio PANW Stock Details PANW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$719K Buy
4,482
+200
+5% +$33.6K 0.15% 88
2025
Q4 		$789K Buy
4,282
+700
+20% +$141K 0.15% 83
2025
Q3 		$729K Buy
3,582
+832
+30% +$159K 0.14% 82
2025
Q2 		$563K Hold
2,750
– – 0.11% 88
2025
Q1 		$469K Buy
2,750
+450
+20% +$83.2K 0.1% 95
2024
Q4 		$419K Buy
2,300
+800
+53% +$151K 0.09% 97
2024
Q3 		$256K Hold
1,500
– – 0.05% 127
2024
Q2 		$254K Hold
1,500
– – 0.06% 121
2024
Q1 		$213K Buy
+1,500
New +$237K 0.05% 131

Other funds holding PANW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Lafayette Investments's PANW Position: Q1 2026 in Review

Lafayette Investments increased its Palo Alto Networks (PANW) stake by 4.7% in Q1 2026, buying an estimated $33.6K and bringing the position to 4,482 shares worth $719K. The position accounts for 0.15% of the portfolio, ranked #88.

Lafayette Investments first reported a position in PANW in Q1 2024 and has held it in 9 quarters since. The position peaked at $789K in Q4 2025. 2,459 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

  • Lafayette Investments held 4,482 shares of Palo Alto Networks worth $719K as of Q1 2026.
  • Lafayette Investments bought 200 Palo Alto Networks shares in Q1 2026, an estimated $33.6K.
  • Palo Alto Networks made up 0.15% of Lafayette Investments's portfolio in Q1 2026, its #88 holding.
  • Lafayette Investments first reported a position in Palo Alto Networks in Q1 2024 and has held it in 9 quarters since.
  • Lafayette Investments's Palo Alto Networks position peaked at $789K in Q4 2025.
  • 2,459 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on Lafayette Investments's 13F filing for Q1 2026, filed 27 Apr 2026.