Lyell Wealth Management’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
Q1 | $27.3M | Buy |
170,274
+864
| +0.5% | +$145K | 2.01% | 11 |
|
|
2025
Q4 | $31.2M | Buy |
169,410
+438
| +0.3% | +$88.4K | 2.26% | 8 |
|
|
2025
Q3 | $34.4M | Buy |
168,972
+4,136
| +3% | +$792K | 2.56% | 7 |
|
|
2025
Q2 | $33.7M | Buy |
164,836
+4,166
| +3% | +$774K | 2.66% | 6 |
|
|
2025
Q1 | $27.4M | Buy |
160,670
+2,484
| +2% | +$459K | 2.56% | 6 |
|
|
2024
Q4 | $28.8M | Buy |
158,186
+424
| +0.3% | +$80.1K | 2.58% | 6 |
|
|
2024
Q3 | $27M | Sell |
157,762
-6
| -0% | -$1.01K | 2.45% | 6 |
|
|
2024
Q2 | $26.7M | Buy |
157,768
+6,140
| +4% | +$918K | 2.55% | 5 |
|
|
2024
Q1 | $21.5M | Buy |
151,628
+7,174
| +5% | +$1.13M | 2.19% | 7 |
|
|
2023
Q4 | $21.3M | Buy |
144,454
+9,240
| +7% | +$1.24M | 2.42% | 6 |
|
|
2023
Q3 | $15.8M | Buy |
135,214
+1,492
| +1% | +$177K | 2.13% | 7 |
|
|
2023
Q2 | $17.1M | Sell |
133,722
-8,132
| -6% | -$846K | 2.18% | 6 |
|
|
2023
Q1 | $14.2M | Sell |
141,854
-370
| -0.3% | -$31.4K | 1.98% | 8 |
|
|
2022
Q4 | $9.92M | Buy |
142,224
+552
| +0.4% | +$44.3K | 1.57% | 16 |
|
|
2022
Q3 | $11.6M | Sell |
141,672
-1,350
| -0.9% | -$117K | 1.98% | 9 |
|
|
2022
Q2 | $11.8M | Sell |
143,022
-15,816
| -10% | -$1.4M | 1.92% | 11 |
|
|
2022
Q1 | $16.5M | Sell |
158,838
-2,094
| -1% | -$187K | 2.12% | 7 |
|
|
2021
Q4 | $14.9M | Buy |
160,932
+600
| +0.4% | +$51.9K | 1.7% | 16 |
|
|
2021
Q3 | $12.8M | Buy |
160,332
+4,812
| +3% | +$338K | 1.56% | 19 |
|
|
2021
Q2 | $9.62M | Buy |
155,520
+7,122
| +5% | +$422K | 1.19% | 32 |
|
|
2021
Q1 | $7.97M | Buy |
148,398
+3,156
| +2% | +$188K | 1.16% | 32 |
|
|
2020
Q4 | $8.6M | Sell |
145,242
-168
| -0.1% | -$7.85K | 1.37% | 31 |
|
|
2020
Q3 | $5.93M | Sell |
145,410
-86,292
| -37% | -$3.59M | 1.11% | 36 |
|
|
2020
Q2 | $8.87M | Buy |
231,702
+5,256
| +2% | +$185K | 1.95% | 13 |
|
|
2020
Q1 | $6.19M | Sell |
226,446
-3,030
| -1% | -$106K | 1.85% | 18 |
|
|
2019
Q4 | $8.84M | Buy |
229,476
+5,304
| +2% | +$201K | 2.36% | 7 |
|
|
2019
Q3 | $7.62M | Sell |
224,172
-127,194
| -36% | -$4.5M | 2.29% | 6 |
|
|
2019
Q2 | $11.9M | Buy |
351,366
+4,872
| +1% | +$182K | 3.6% | 3 |
|
|
2019
Q1 | $14M | Buy |
346,494
+1,692
| +0.5% | +$62.8K | 4.68% | 2 |
|
|
2018
Q4 | $10.8M | Sell |
344,802
-1,308
| -0.4% | -$40.8K | 4.52% | 2 |
|
|
2018
Q3 | $13M | Sell |
346,110
-38,112
| -10% | -$1.39M | 4.38% | 1 |
|
|
2018
Q2 | $13.2M | Sell |
384,222
-17,514
| -4% | -$584K | 4.81% | 1 |
|
|
2018
Q1 | $12.2M | Sell |
401,736
-56,730
| -12% | -$1.58M | 4.5% | 1 |
|
|
2017
Q4 | $11.1M | Sell |
458,466
-7,290
| -2% | -$177K | 4.4% | 1 |
|
|
2017
Q3 | $11.2M | Buy |
465,756
+1,140
| +0.2% | +$26K | 4.83% | 1 |
|
|
2017
Q2 | $10.4M | Sell |
464,616
-57,300
| -11% | -$1.16M | 5.04% | 1 |
|
|
2017
Q1 | $9.8M | Buy |
521,916
+22,566
| +5% | +$505K | 5.3% | 1 |
|
|
2016
Q4 | $10.4M | Buy |
+499,350
| New | +$12M | 6.47% | 1 |
|
Other funds holding PANW
VCM
VPM
Lyell Wealth Management's PANW Position: Q1 2026 in Review
Lyell Wealth Management increased its Palo Alto Networks (PANW) stake by 0.51% in Q1 2026, buying an estimated $145K and bringing the position to 170,274 shares worth $27.3M. The position accounts for 2.01% of the portfolio, ranked #11.
Lyell Wealth Management first reported a position in PANW in Q4 2016 and has held it in 38 quarters since. The position peaked at $34.4M in Q3 2025. 2,460 funds tracked by Wall St. Rank hold PANW as of Q1 2026.
- Lyell Wealth Management held 170,274 shares of Palo Alto Networks worth $27.3M as of Q1 2026.
- Lyell Wealth Management bought 864 Palo Alto Networks shares in Q1 2026, an estimated $145K.
- Palo Alto Networks made up 2.01% of Lyell Wealth Management's portfolio in Q1 2026, its #11 holding.
- Lyell Wealth Management first reported a position in Palo Alto Networks in Q4 2016 and has held it in 38 quarters since.
- Lyell Wealth Management's Palo Alto Networks position peaked at $34.4M in Q3 2025.
- 2,460 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.
Based on Lyell Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.