LA
PANW icon

LM Advisors’s Palo Alto Networks PANW Stock Holding History

LM Advisors’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 		$22.6K Buy
3,622
+2,720
+302% +$457K 0.36% 63
2025
Q4 		$4.9K Sell
902
-3,719
-80% -$750K 0.09% 126
2025
Q3 		$941K Buy
4,621
+1,600
+53% +$306K 0.14% 94
2025
Q2 		$618K Buy
3,021
+764
+34% +$142K 0.08% 110
2025
Q1 		$385K Buy
2,257
+207
+10% +$38.3K 0.07% 170
2024
Q4 		$373K Sell
2,050
-2,100
-51% -$397K 0.07% 150
2024
Q3 		$709K Buy
4,150
+930
+29% +$157K 0.14% 97
2024
Q2 		$493M Buy
+3,220
New +$482K 0.8% 18
2024
Q1 		– Sell
-248
Closed -$39.1K – 29
2023
Q4 		$36.5K Buy
+248
New +$33.2K 0.01% 370

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

LM Advisors's PANW Position: Q1 2026 in Review

LM Advisors increased its Palo Alto Networks (PANW) stake by 302% in Q1 2026, buying an estimated $457K and bringing the position to 3,622 shares worth $22.6K. The position accounts for 0.36% of the portfolio, ranked #63.

LM Advisors first reported a position in PANW in Q4 2023 and has held it in 9 quarters since. The position peaked at $493M in Q2 2024. 2,460 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

  • LM Advisors held 3,622 shares of Palo Alto Networks worth $22.6K as of Q1 2026.
  • LM Advisors bought 2,720 Palo Alto Networks shares in Q1 2026, an estimated $457K.
  • Palo Alto Networks made up 0.36% of LM Advisors's portfolio in Q1 2026, its #63 holding.
  • LM Advisors first reported a position in Palo Alto Networks in Q4 2023 and has held it in 9 quarters since.
  • LM Advisors's Palo Alto Networks position peaked at $493M in Q2 2024.
  • 2,460 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on LM Advisors's 13F filing for Q1 2026, filed 14 May 2026.