Lewis Asset Management’s Palo Alto Networks PANW Stock Holding History

Lewis Asset 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	$964K	Sell	2,828 -2,647	-48%	-$606K	0.34%	69
2026 Q1	$878K	Buy	5,475 +1,710	+45%	+$287K	0.36%	70
2025 Q4	$694K	Sell	3,765 -14	-0.4%	-$2.82K	0.28%	86
2025 Q3	$769K	Buy	3,779 +575	+18%	+$110K	0.32%	78
2025 Q2	$656K	Buy	3,204 +1,037	+48%	+$193K	0.31%	83
2025 Q1	$370K	Buy	2,167 +1	+0%	+$185	0.31%	83
2024 Q4	$394K	Buy	2,166 +2	+0.1%	+$378	0.3%	84
2024 Q3	$370K	Buy	2,164 +198	+10%	+$33.3K	0.27%	91
2024 Q2	$333K	Buy	+1,966	New	+$294K	0.25%	89

Other funds holding PANW

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

CLOS

Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland $9.25B AUM 27.04% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Lewis Asset Management's PANW Position: Q2 2026 in Review

Lewis Asset Management reduced its Palo Alto Networks (PANW) stake by 48% in Q2 2026, selling an estimated $606K and leaving 2,828 shares worth $964K. The position accounts for 0.34% of the portfolio, ranked #69.

Lewis Asset Management first reported a position in PANW in Q2 2024 and has held it in 9 quarters since. 1,320 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

Lewis Asset Management held 2,828 shares of Palo Alto Networks worth $964K as of Q2 2026.
Lewis Asset Management sold 2,647 Palo Alto Networks shares in Q2 2026, an estimated $606K.
Palo Alto Networks made up 0.34% of Lewis Asset Management's portfolio in Q2 2026, its #69 holding.
Lewis Asset Management first reported a position in Palo Alto Networks in Q2 2024 and has held it in 9 quarters since.
1,320 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Lewis Asset Management's 13F filing for Q2 2026, filed 21 Jul 2026.