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LBP AM’s Palo Alto Networks PANW Stock Holding History

LBP AM’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 		$55.9M Sell
163,833
-17,116
-9% -$3.92M 0.56% 36
2026
Q1 		$29M Sell
180,949
-123,086
-40% -$20.7M 0.4% 52
2025
Q4 		$56M Sell
304,035
-1,709
-0.6% -$345K 0.65% 24
2025
Q3 		$62.3M Buy
305,744
+45,991
+18% +$8.8M 0.77% 22
2025
Q2 		$53.2M Buy
259,753
+47,172
+22% +$8.76M 0.75% 29
2025
Q1 		$36.3M Sell
212,581
-10,053
-5% -$1.86M 0.56% 37
2024
Q4 		$40.5M Buy
222,634
+11,366
+5% +$2.15M 0.55% 38
2024
Q3 		$36.1M Buy
211,268
+202,218
+2,234% +$34M 0.54% 42
2024
Q2 		$1.53M Sell
9,050
-2,596
-22% -$388K 0.06% 182
2024
Q1 		$1.65M Sell
11,646
-113,444
-91% -$17.9M 0.07% 187
2023
Q4 		$18.4M Sell
125,090
-17,960
-13% -$2.4M 0.41% 66
2023
Q3 		$16.8M Buy
143,050
+34,422
+32% +$4.07M 0.37% 71
2023
Q2 		$13.9M Buy
108,628
+23,838
+28% +$2.48M 0.33% 82
2023
Q1 		$8.47M Sell
84,790
-882
-1% -$74.7K 0.22% 100
2022
Q4 		$5.98M Buy
+85,672
New +$6.88M 0.17% 127

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

LBP AM's PANW Position: Q2 2026 in Review

LBP AM reduced its Palo Alto Networks (PANW) stake by 9.5% in Q2 2026, selling an estimated $3.92M and leaving 163,833 shares worth $55.9M. The position accounts for 0.56% of the portfolio, ranked #36.

LBP AM first reported a position in PANW in Q4 2022 and has held it in 15 quarters since. The position peaked at $62.3M in Q3 2025. 2,910 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • LBP AM held 163,833 shares of Palo Alto Networks worth $55.9M as of Q2 2026.
  • LBP AM sold 17,116 Palo Alto Networks shares in Q2 2026, an estimated $3.92M.
  • Palo Alto Networks made up 0.56% of LBP AM's portfolio in Q2 2026, its #36 holding.
  • LBP AM first reported a position in Palo Alto Networks in Q4 2022 and has held it in 15 quarters since.
  • LBP AM's Palo Alto Networks position peaked at $62.3M in Q3 2025.
  • 2,910 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on LBP AM's 13F filing for Q2 2026, filed 24 Jul 2026.