LPL Financial
PANW icon

LPL Financial’s Palo Alto Networks PANW Stock Holding History

LPL Financial’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 		$240K Buy
1,500
+300
+25% +$50.4K ﹤0.01% 5358
2025
Q4 		$221K Buy
+1,200
New +$242K ﹤0.01% 5388

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

LPL Financial's PANW Position: Q1 2026 in Review

LPL Financial reduced its Palo Alto Networks (PANW) stake by 6.6% in Q1 2026, selling an estimated $20.9M and leaving 1,750,681 shares worth $281M. The position accounts for 0.07% of the portfolio, ranked #261.

LPL Financial first reported a position in PANW in Q1 2014 and has held it in 49 quarters since. The position peaked at $376M in Q3 2025. 2,459 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

  • LPL Financial held 1,750,681 shares of Palo Alto Networks worth $281M as of Q1 2026.
  • LPL Financial sold 124,288 Palo Alto Networks shares in Q1 2026, an estimated $20.9M.
  • Palo Alto Networks made up 0.07% of LPL Financial's portfolio in Q1 2026, its #261 holding.
  • LPL Financial first reported a position in Palo Alto Networks in Q1 2014 and has held it in 49 quarters since.
  • LPL Financial's Palo Alto Networks position peaked at $376M in Q3 2025.
  • 2,459 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.