Beaumont Financial Advisors’s Palantir PLTR Stock Holding History

Beaumont Financial Advisors’s Portfolio PLTR Stock Details PLTR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$255K	Sell	2,186 -653	-23%	-$89.1K	0.02%	333
2026 Q1	$415K	Sell	2,839 -126	-4%	-$19.3K	0.03%	260
2025 Q4	$527K	Buy	2,965 +59	+2%	+$10.7K	0.03%	228
2025 Q3	$530K	Buy	2,906 +297	+11%	+$48.1K	0.04%	233
2025 Q2	$356K	Buy	+2,609	New	+$306K	0.03%	270
2023 Q1	–	Sell	-131,001	Closed	-$841K	–	334
2022 Q4	$841K	Sell	131,001 -105,289	-45%	-$798K	0.08%	138
2022 Q3	$1.92M	Buy	236,290 +45	+0%	+$400	0.18%	74
2022 Q2	$2.14M	Buy	236,245 +18,526	+9%	+$183K	0.19%	75
2022 Q1	$2.99M	Buy	217,719 +9,912	+5%	+$132K	0.23%	85
2021 Q4	$3.78M	Buy	207,807 +7,351	+4%	+$162K	0.27%	60
2021 Q3	$4.82M	Sell	200,456 -1,708	-0.8%	-$41.7K	0.37%	56
2021 Q2	$5.33M	Buy	202,164 +560	+0.3%	+$13K	0.41%	53
2021 Q1	$4.7M	Buy	201,604 +1,072	+0.5%	+$29.4K	0.4%	64
2020 Q4	$4.72M	Buy	+200,532	New	+$3.59M	0.42%	68

Other funds holding PLTR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Beaumont Financial Advisors's PLTR Position: Q2 2026 in Review

Beaumont Financial Advisors reduced its Palantir (PLTR) stake by 23% in Q2 2026, selling an estimated $89.1K and leaving 2,186 shares worth $255K. The position accounts for 0.02% of the portfolio, ranked #333.

Beaumont Financial Advisors first reported a position in PLTR in Q4 2020 and has held it in 14 quarters since. The position peaked at $5.33M in Q2 2021. 2,856 funds tracked by Wall St. Rank hold PLTR as of Q2 2026.

Beaumont Financial Advisors held 2,186 shares of Palantir worth $255K as of Q2 2026.
Beaumont Financial Advisors sold 653 Palantir shares in Q2 2026, an estimated $89.1K.
Palantir made up 0.02% of Beaumont Financial Advisors's portfolio in Q2 2026, its #333 holding.
Beaumont Financial Advisors first reported a position in Palantir in Q4 2020 and has held it in 14 quarters since.
Beaumont Financial Advisors's Palantir position peaked at $5.33M in Q2 2021.
2,856 funds tracked by Wall St. Rank held Palantir as of Q2 2026.

Based on Beaumont Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.