Capital Wealth Planning’s Palantir PLTR Stock Holding History

Capital Wealth Planning’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	$10.1M	Buy	86,607 +8,000	+10%	+$1.09M	0.05%	99
2026 Q1	$11.5M	Buy	78,607 +35,193	+81%	+$5.38M	0.06%	84
2025 Q4	$7.72M	Buy	43,414 +32,674	+304%	+$5.92M	0.05%	80
2025 Q3	$1.96M	Buy	10,740 +7,800	+265%	+$1.26M	0.01%	117
2025 Q2	$401K	Buy	+2,940	New	+$345K	﹤0.01%	128
2024 Q4	–	Sell	-13,346	Closed	-$496K	–	154
2024 Q3	$496K	Buy	+13,346	New	+$410K	﹤0.01%	106

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 $3.37T AUM 44.26% 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

Capital Wealth Planning's PLTR Position: Q2 2026 in Review

Capital Wealth Planning increased its Palantir (PLTR) stake by 10% in Q2 2026, buying an estimated $1.09M and bringing the position to 86,607 shares worth $10.1M. The position accounts for 0.05% of the portfolio, ranked #99.

Capital Wealth Planning first reported a position in PLTR in Q3 2024 and has held it in 6 quarters since. The position peaked at $11.5M in Q1 2026. 2,838 funds tracked by Wall St. Rank hold PLTR as of Q2 2026.

Capital Wealth Planning held 86,607 shares of Palantir worth $10.1M as of Q2 2026.
Capital Wealth Planning bought 8,000 Palantir shares in Q2 2026, an estimated $1.09M.
Palantir made up 0.05% of Capital Wealth Planning's portfolio in Q2 2026, its #99 holding.
Capital Wealth Planning first reported a position in Palantir in Q3 2024 and has held it in 6 quarters since.
Capital Wealth Planning's Palantir position peaked at $11.5M in Q1 2026.
2,838 funds tracked by Wall St. Rank held Palantir as of Q2 2026.

Based on Capital Wealth Planning's 13F filing for Q2 2026, filed 14 Aug 2026.