LMR Partners’s Palo Alto Networks PANW Stock Holding History

LMR Partners’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	$24.2M	Buy	70,975 +68,974	+3,447%	+$15.8M	0.09%	200
2026 Q1	$321K	Sell	2,001 -14,198	-88%	-$2.39M	﹤0.01%	1131
2025 Q4	$2.98M	Sell	16,199 -23,849	-60%	-$4.81M	0.01%	715
2025 Q3	$8.15M	Buy	+40,048	New	+$7.67M	0.04%	388
2025 Q1	–	Sell	-60,000	Closed	-$10.9M	–	1575
2024 Q4	$10.9M	Buy	+60,000	New	+$11.3M	0.09%	232
2023 Q4	–	Sell	-40,000	Closed	-$4.69M	–	1093
2023 Q3	$4.69M	Buy	+40,000	New	+$4.73M	0.05%	262
2023 Q2	–	Sell	-106,986	Closed	-$10.7M	–	1054
2023 Q1	$10.7M	Buy	+106,986	New	+$9.07M	0.17%	148
2022 Q3	–	Sell	-120,000	Closed	-$9.88M	–	1285
2022 Q2	$9.88M	Sell	120,000 -30,000	-20%	-$2.66M	0.17%	140
2022 Q1	$15.6M	Sell	150,000 -120,000	-44%	-$10.7M	0.18%	117
2021 Q4	$25.1M	Buy	270,000 +30,000	+13%	+$2.6M	0.26%	74
2021 Q3	$19.2M	Buy	+240,000	New	+$16.9M	0.22%	88
2014 Q4	–	Sell	-716,166	Closed	-$11.7M	–	440
2014 Q3	$11.7M	Buy	+716,166	New	+$10.3M	0.93%	39

Other funds holding PANW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

LMR Partners's PANW Position: Q2 2026 in Review

LMR Partners increased its Palo Alto Networks (PANW) stake by 3,447% in Q2 2026, buying an estimated $15.8M and bringing the position to 70,975 shares worth $24.2M. The position accounts for 0.09% of the portfolio, ranked #200.

LMR Partners first reported a position in PANW in Q3 2014 and has held it in 12 quarters since. The position peaked at $25.1M in Q4 2021. 2,915 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

LMR Partners held 70,975 shares of Palo Alto Networks worth $24.2M as of Q2 2026.
LMR Partners bought 68,974 Palo Alto Networks shares in Q2 2026, an estimated $15.8M.
Palo Alto Networks made up 0.09% of LMR Partners's portfolio in Q2 2026, its #200 holding.
LMR Partners first reported a position in Palo Alto Networks in Q3 2014 and has held it in 12 quarters since.
LMR Partners's Palo Alto Networks position peaked at $25.1M in Q4 2021.
2,915 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on LMR Partners's 13F filing for Q2 2026, filed 14 Aug 2026.