LVM Capital Management’s Palo Alto Networks PANW Stock Holding History

LVM Capital 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	$19.1M	Sell	56,112 -1,630	-3%	-$373K	1.6%	21
2026 Q1	$9.26M	Buy	57,742 +2,804	+5%	+$471K	0.87%	33
2025 Q4	$10.1M	Buy	54,938 +1,395	+3%	+$281K	0.94%	30
2025 Q3	$10.9M	Buy	53,543 +6,017	+13%	+$1.15M	1.05%	29
2025 Q2	$9.73M	Buy	47,526 +483	+1%	+$89.7K	1.01%	31
2025 Q1	$8.03M	Buy	47,043 +1,550	+3%	+$287K	0.89%	35
2024 Q4	$8.28M	Buy	45,493 +8,553	+23%	+$1.62M	0.89%	33
2024 Q3	$6.26M	Hold	36,940	–	–	0.71%	34
2024 Q2	$6.26M	Buy	+36,940	New	+$5.53M	0.71%	34

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

LVM Capital Management's PANW Position: Q2 2026 in Review

LVM Capital Management reduced its Palo Alto Networks (PANW) stake by 2.8% in Q2 2026, selling an estimated $373K and leaving 56,112 shares worth $19.1M. The position accounts for 1.6% of the portfolio, ranked #21.

LVM Capital Management first reported a position in PANW in Q2 2024 and has held it in 9 quarters since. 1,368 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

LVM Capital Management held 56,112 shares of Palo Alto Networks worth $19.1M as of Q2 2026.
LVM Capital Management sold 1,630 Palo Alto Networks shares in Q2 2026, an estimated $373K.
Palo Alto Networks made up 1.6% of LVM Capital Management's portfolio in Q2 2026, its #21 holding.
LVM Capital Management first reported a position in Palo Alto Networks in Q2 2024 and has held it in 9 quarters since.
1,368 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on LVM Capital Management's 13F filing for Q2 2026, filed 9 Jul 2026.