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Bullock Wealth Management’s Palomar PLMR Stock Holding History

Bullock Wealth Management’s Portfolio PLMR Stock Details PLMR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$27.7K Sell
207
-50
-19% -$5.89K 0.01% 331
2026
Q1 		$30K Sell
257
-57
-18% -$7.11K 0.02% 317
2025
Q4 		$42.3K Sell
314
-48
-13% -$5.86K 0.02% 284
2025
Q3 		$39.8K Sell
362
-278
-43% -$35.2K 0.02% 284
2025
Q2 		$95.2K Buy
640
+584
+1,043% +$90.4K 0.05% 200
2025
Q1 		$7.76K Buy
+56
New +$6.63K ﹤0.01% 409

Other funds holding PLMR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return

Bullock Wealth Management's PLMR Position: Q2 2026 in Review

Bullock Wealth Management reduced its Palomar (PLMR) stake by 19% in Q2 2026, selling an estimated $5.89K and leaving 207 shares worth $27.7K. The position accounts for 0.01% of the portfolio, ranked #331.

Bullock Wealth Management first reported a position in PLMR in Q1 2025 and has held it in 6 quarters since. The position peaked at $95.2K in Q2 2025. 342 funds tracked by Wall St. Rank hold PLMR as of Q2 2026.

  • Bullock Wealth Management held 207 shares of Palomar worth $27.7K as of Q2 2026.
  • Bullock Wealth Management sold 50 Palomar shares in Q2 2026, an estimated $5.89K.
  • Palomar made up 0.01% of Bullock Wealth Management's portfolio in Q2 2026, its #331 holding.
  • Bullock Wealth Management first reported a position in Palomar in Q1 2025 and has held it in 6 quarters since.
  • Bullock Wealth Management's Palomar position peaked at $95.2K in Q2 2025.
  • 342 funds tracked by Wall St. Rank held Palomar as of Q2 2026.

Based on Bullock Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.