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Lee Johnson Capital Management’s Palo Alto Networks PANW Stock Holding History

Lee Johnson Capital 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
Q2 		$7.56M Buy
+22,173
New +$5.08M 2.36% 8
2026
Q1 		– Sell
-1,991
Closed -$367K – 105
2025
Q4 		$367K Sell
1,991
-1,942
-49% -$392K 0.13% 82
2025
Q3 		$801K Buy
3,933
+44
+1% +$8.42K 0.27% 69
2025
Q2 		$796K Buy
+3,889
New +$722K 0.27% 43

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 $3.38T AUM 44.17% 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

Lee Johnson Capital Management's PANW Position: Q2 2026 in Review

Lee Johnson Capital Management opened a new position in Palo Alto Networks (PANW) in Q2 2026: 22,173 shares worth $7.56M. The stake represents 2.36% of the portfolio and ranks #8 among its holdings. This is a return to the name: Lee Johnson Capital Management previously reported a position in PANW as recently as Q4 2025.

Lee Johnson Capital Management first reported a position in PANW in Q2 2025 and has held it in 4 quarters since. 2,922 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • Lee Johnson Capital Management held 22,173 shares of Palo Alto Networks worth $7.56M as of Q2 2026.
  • Palo Alto Networks was a new Lee Johnson Capital Management position in Q2 2026.
  • Palo Alto Networks made up 2.36% of Lee Johnson Capital Management's portfolio in Q2 2026, its #8 holding.
  • Lee Johnson Capital Management first reported a position in Palo Alto Networks in Q2 2025 and has held it in 4 quarters since.
  • 2,922 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Lee Johnson Capital Management's 13F filing for Q2 2026, filed 7 Aug 2026.