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

LeConte 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 		$635K Sell
3,962
-892
-18% -$150K 0.41% 44
2025
Q4 		$894K Buy
4,854
+333
+7% +$67.2K 0.58% 29
2025
Q3 		$921K Buy
4,521
+888
+24% +$170K 0.61% 26
2025
Q2 		$743K Buy
3,633
+1,599
+79% +$297K 0.5% 29
2025
Q1 		$347K Buy
+2,034
New +$376K 0.22% 37

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

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

LeConte Wealth Management reduced its Palo Alto Networks (PANW) stake by 18% in Q1 2026, selling an estimated $150K and leaving 3,962 shares worth $635K. The position accounts for 0.41% of the portfolio, ranked #44.

LeConte Wealth Management first reported a position in PANW in Q1 2025 and has held it in 5 quarters since. The position peaked at $921K in Q3 2025. 2,460 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

  • LeConte Wealth Management held 3,962 shares of Palo Alto Networks worth $635K as of Q1 2026.
  • LeConte Wealth Management sold 892 Palo Alto Networks shares in Q1 2026, an estimated $150K.
  • Palo Alto Networks made up 0.41% of LeConte Wealth Management's portfolio in Q1 2026, its #44 holding.
  • LeConte Wealth Management first reported a position in Palo Alto Networks in Q1 2025 and has held it in 5 quarters since.
  • LeConte Wealth Management's Palo Alto Networks position peaked at $921K in Q3 2025.
  • 2,460 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on LeConte Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.