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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
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 $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

LBMC Investment Advisors's PANW Position: Q1 2026 in Review

LBMC Investment Advisors increased its Palo Alto Networks (PANW) stake by 9.5% in Q1 2026, buying an estimated $33.6K and bringing the position to 2,309 shares worth $370K. The position accounts for 0.02% of the portfolio, ranked #179.

LBMC Investment Advisors first reported a position in PANW in Q3 2025 and has held it in 3 quarters since. The position peaked at $429K in Q3 2025. 2,461 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

  • LBMC Investment Advisors held 2,309 shares of Palo Alto Networks worth $370K as of Q1 2026.
  • LBMC Investment Advisors bought 200 Palo Alto Networks shares in Q1 2026, an estimated $33.6K.
  • Palo Alto Networks made up 0.02% of LBMC Investment Advisors's portfolio in Q1 2026, its #179 holding.
  • LBMC Investment Advisors first reported a position in Palo Alto Networks in Q3 2025 and has held it in 3 quarters since.
  • LBMC Investment Advisors's Palo Alto Networks position peaked at $429K in Q3 2025.
  • 2,461 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on LBMC Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.