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LBMC Investment Advisors’s Palo Alto Networks PANW Stock Holding History

LBMC Investment Advisors’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
Q2 		$796K Buy
2,335
+26
+1% +$5.95K 0.04% 130
2026
Q1 		$370K Buy
2,309
+200
+9% +$33.6K 0.02% 179
2025
Q4 		$388K Hold
2,109
– – 0.02% 158
2025
Q3 		$429K Buy
+2,109
New +$404K 0.03% 150

Other funds holding PANW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

LBMC Investment Advisors's PANW Position: Q2 2026 in Review

LBMC Investment Advisors increased its Palo Alto Networks (PANW) stake by 1.1% in Q2 2026, buying an estimated $5.95K and bringing the position to 2,335 shares worth $796K. The position accounts for 0.04% of the portfolio, ranked #130.

LBMC Investment Advisors first reported a position in PANW in Q3 2025 and has held it in 4 quarters since. 2,917 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • LBMC Investment Advisors held 2,335 shares of Palo Alto Networks worth $796K as of Q2 2026.
  • LBMC Investment Advisors bought 26 Palo Alto Networks shares in Q2 2026, an estimated $5.95K.
  • Palo Alto Networks made up 0.04% of LBMC Investment Advisors's portfolio in Q2 2026, its #130 holding.
  • LBMC Investment Advisors first reported a position in Palo Alto Networks in Q3 2025 and has held it in 4 quarters since.
  • 2,917 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on LBMC Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.