Lynch Asset Management’s Palo Alto Networks PANW Stock Holding History

Lynch Asset 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 Q1	$5.61M	Buy	35,000 +7,900	+29%	+$1.33M	1.88%	14
2025 Q4	$4.99M	Buy	27,100 +450	+2%	+$90.8K	1.57%	17
2025 Q3	$5.43M	Buy	26,650 +2,550	+11%	+$488K	1.74%	15
2025 Q2	$4.93M	Buy	24,100 +900	+4%	+$167K	1.74%	16
2025 Q1	$3.96M	Hold	23,200	–	–	1.78%	18
2024 Q4	$4.22M	Hold	23,200	–	–	1.71%	17
2024 Q3	$3.96M	Hold	23,200	–	–	1.67%	18
2024 Q2	$3.93M	Hold	23,200	–	–	1.68%	18
2024 Q1	$3.3M	Buy	23,200 +530	+2%	+$83.6K	1.55%	24
2023 Q4	$3.34M	Sell	22,670 -580	-2%	-$77.5K	1.92%	18
2023 Q3	$2.73M	Hold	23,250	–	–	1.79%	20
2023 Q2	$2.97M	Buy	23,250 +1,000	+4%	+$104K	1.91%	17
2023 Q1	$2.22M	Hold	22,250	–	–	1.59%	24
2022 Q4	$1.55M	Buy	22,250 +10,000	+82%	+$803K	1.34%	29
2022 Q3	$1M	Buy	12,250 +1,000	+9%	+$86.6K	0.9%	31
2022 Q2	$926K	Buy	11,250 +9,000	+400%	+$798K	0.76%	32
2022 Q1	$233K	Hold	2,250	–	–	0.17%	51
2021 Q4	$210K	Buy	+2,250	New	+$195K	0.15%	47

Other funds holding PANW

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Lynch Asset Management's PANW Position: Q1 2026 in Review

Lynch Asset Management increased its Palo Alto Networks (PANW) stake by 29% in Q1 2026, buying an estimated $1.33M and bringing the position to 35,000 shares worth $5.61M. The position accounts for 1.88% of the portfolio, ranked #14.

Lynch Asset Management first reported a position in PANW in Q4 2021 and has held it in 18 quarters since. 2,459 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

Lynch Asset Management held 35,000 shares of Palo Alto Networks worth $5.61M as of Q1 2026.
Lynch Asset Management bought 7,900 Palo Alto Networks shares in Q1 2026, an estimated $1.33M.
Palo Alto Networks made up 1.88% of Lynch Asset Management's portfolio in Q1 2026, its #14 holding.
Lynch Asset Management first reported a position in Palo Alto Networks in Q4 2021 and has held it in 18 quarters since.
2,459 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on Lynch Asset Management's 13F filing for Q1 2026, filed 24 Apr 2026.