BKM Wealth Management’s Palantir PLTR Stock Holding History

BKM Wealth Management’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
2025 Q4	–	Sell	-1,030	Closed	-$188K	–	155
2025 Q3	$188K	Buy	+1,030	New	+$167K	0.07%	155
2024 Q1	–	Sell	-1,360	Closed	-$23.4K	–	455
2023 Q4	$23.4K	Buy	+1,360	New	+$24.2K	0.01%	354

Other funds holding PLTR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BKM Wealth Management's PLTR Position: Q4 2025 in Review

BKM Wealth Management sold out of Palantir (PLTR) in Q4 2025, closing a stake of 1,030 shares — an estimated $188K sold.

BKM Wealth Management first reported a position in PLTR in Q4 2023 and held it in 2 quarters. The position peaked at $188K in Q3 2025. 3,046 funds tracked by Wall St. Rank hold PLTR as of Q4 2025.

BKM Wealth Management reported no remaining Palantir position as of Q4 2025 after selling out during the quarter.
BKM Wealth Management sold 1,030 Palantir shares in Q4 2025, an estimated $188K.
BKM Wealth Management first reported a position in Palantir in Q4 2023 and held it in 2 quarters.
BKM Wealth Management's Palantir position peaked at $188K in Q3 2025.
3,046 funds tracked by Wall St. Rank held Palantir as of Q4 2025.

Based on BKM Wealth Management's 13F filing for Q4 2025, filed 29 Jan 2026.