LWMI
PANW icon

Legacy Wealth Management (Idaho)’s Palo Alto Networks PANW Stock Holding History

Legacy Wealth Management (Idaho)’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 		$20K Buy
125
+34
+37% +$5.71K 0.01% 381
2025
Q4 		$16.8K Buy
91
+12
+15% +$2.42K 0.01% 349
2025
Q3 		$16.1K Hold
79
– – 0.01% 290
2025
Q2 		$16.2K Buy
79
+3
+4% +$557 0.01% 262
2025
Q1 		$13K Hold
76
– – 0.01% 293
2024
Q4 		$14.7K Buy
+76
New +$14.4K 0.01% 248

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

Legacy Wealth Management (Idaho)'s PANW Position: Q1 2026 in Review

Legacy Wealth Management (Idaho) increased its Palo Alto Networks (PANW) stake by 37% in Q1 2026, buying an estimated $5.71K and bringing the position to 125 shares worth $20K. The position accounts for 0.01% of the portfolio, ranked #381.

Legacy Wealth Management (Idaho) first reported a position in PANW in Q4 2024 and has held it in 6 quarters since. 2,461 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

  • Legacy Wealth Management (Idaho) held 125 shares of Palo Alto Networks worth $20K as of Q1 2026.
  • Legacy Wealth Management (Idaho) bought 34 Palo Alto Networks shares in Q1 2026, an estimated $5.71K.
  • Palo Alto Networks made up 0.01% of Legacy Wealth Management (Idaho)'s portfolio in Q1 2026, its #381 holding.
  • Legacy Wealth Management (Idaho) first reported a position in Palo Alto Networks in Q4 2024 and has held it in 6 quarters since.
  • 2,461 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q1 2026, filed 7 May 2026.