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BXM Wealth’s Palantir PLTR Stock Holding History

BXM Wealth’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 		$770K Buy
6,603
+1,618
+32% +$221K 0.42% 59
2026
Q1 		$729K Sell
4,985
-8,693
-64% -$1.33M 0.56% 49
2025
Q4 		$851K Buy
13,678
+8,098
+145% +$1.47M 0.66% 38
2025
Q3 		$1.02M Buy
5,580
+975
+21% +$158K 0.96% 26
2025
Q2 		$628K Buy
4,605
+485
+12% +$56.9K 0.75% 43
2025
Q1 		$349K Buy
+4,120
New +$362K 0.42% 70

Other funds holding PLTR

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
HAM
Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
CPWM
Cypress Point Wealth Management Dallas, Texas $492M AUM 22.57% 1-Year Est. Return
US
UNICOM Systems Las Vegas, Nevada $1.53B AUM 148.94% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

BXM Wealth's PLTR Position: Q2 2026 in Review

BXM Wealth increased its Palantir (PLTR) stake by 32% in Q2 2026, buying an estimated $221K and bringing the position to 6,603 shares worth $770K. The position accounts for 0.42% of the portfolio, ranked #59.

BXM Wealth first reported a position in PLTR in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.02M in Q3 2025. 900 funds tracked by Wall St. Rank hold PLTR as of Q2 2026.

  • BXM Wealth held 6,603 shares of Palantir worth $770K as of Q2 2026.
  • BXM Wealth bought 1,618 Palantir shares in Q2 2026, an estimated $221K.
  • Palantir made up 0.42% of BXM Wealth's portfolio in Q2 2026, its #59 holding.
  • BXM Wealth first reported a position in Palantir in Q1 2025 and has held it in 6 quarters since.
  • BXM Wealth's Palantir position peaked at $1.02M in Q3 2025.
  • 900 funds tracked by Wall St. Rank held Palantir as of Q2 2026.

Based on BXM Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.