LWM
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Laidlaw Wealth Management’s Palo Alto Networks PANW Stock Holding History

Laidlaw Wealth Management’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 		$603K Buy
3,763
+697
+23% +$117K 2.09% 14
2025
Q4 		$565K Sell
3,066
-2,039
-40% -$411K 1.75% 19
2025
Q3 		$1.04M Buy
5,105
+583
+13% +$112K 2.48% 13
2025
Q2 		$925K Sell
4,522
-742
-14% -$138K 2.67% 10
2025
Q1 		$898K Sell
5,264
-1,252
-19% -$232K 2.65% 11
2024
Q4 		$1.19M Sell
6,516
-226
-3% -$42.7K 0.52% 55
2024
Q3 		$1.15M Sell
6,742
-514
-7% -$86.5K 0.57% 56
2024
Q2 		$1.23M Sell
7,256
-200
-3% -$29.9K 0.68% 47
2024
Q1 		$1.06M Sell
7,456
-6,764
-48% -$1.07M 0.59% 53
2023
Q4 		$2.1M Sell
14,220
-178
-1% -$23.8K 0.76% 33
2023
Q3 		$1.69M Buy
14,398
+1,032
+8% +$122K 0.56% 49
2023
Q2 		$1.71M Buy
13,366
+1,430
+12% +$149K 0.33% 79
2023
Q1 		$1.19M Sell
11,936
-778
-6% -$65.9K 0.24% 105
2022
Q4 		$887K Buy
12,714
+440
+4% +$35.3K 0.19% 135
2022
Q3 		$1M Buy
12,274
+1,630
+15% +$141K 0.23% 112
2022
Q2 		$876K Sell
10,644
-1,434
-12% -$127K 0.18% 134
2022
Q1 		$1.25M Buy
12,078
+144
+1% +$12.9K 0.21% 117
2021
Q4 		$1.11M Buy
11,934
+1,524
+15% +$132K 0.18% 137
2021
Q3 		$831K Buy
10,410
+90
+0.9% +$6.32K 0.21% 106
2021
Q2 		$638K Buy
10,320
+192
+2% +$11.4K 0.16% 127
2021
Q1 		$544K Buy
10,128
+1,206
+14% +$71.7K 0.19% 118
2020
Q4 		$528K Buy
+8,922
New +$417K 0.11% 183

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

Laidlaw Wealth Management's PANW Position: Q1 2026 in Review

Laidlaw Wealth Management increased its Palo Alto Networks (PANW) stake by 23% in Q1 2026, buying an estimated $117K and bringing the position to 3,763 shares worth $603K. The position accounts for 2.09% of the portfolio, ranked #14.

Laidlaw Wealth Management first reported a position in PANW in Q4 2020 and has held it in 22 quarters since. The position peaked at $2.1M in Q4 2023. 2,459 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

  • Laidlaw Wealth Management held 3,763 shares of Palo Alto Networks worth $603K as of Q1 2026.
  • Laidlaw Wealth Management bought 697 Palo Alto Networks shares in Q1 2026, an estimated $117K.
  • Palo Alto Networks made up 2.09% of Laidlaw Wealth Management's portfolio in Q1 2026, its #14 holding.
  • Laidlaw Wealth Management first reported a position in Palo Alto Networks in Q4 2020 and has held it in 22 quarters since.
  • Laidlaw Wealth Management's Palo Alto Networks position peaked at $2.1M in Q4 2023.
  • 2,459 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on Laidlaw Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.