LMR Partners’s Palo Alto Networks PANW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$12.9M Sell
37,900
-24,700
-39% -$5.65M 0.05% 342
2026
Q1
$10M Buy
+62,600
New +$10.5M 0.02% 428
2025
Q3
Sell
-2,300
Closed -$471K 1599
2025
Q2
$471K Buy
+2,300
New +$427K ﹤0.01% 961

Other funds holding PANW

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.