Carson Wealth (CWM LLC)
PLTR icon

Carson Wealth (CWM LLC)’s Palantir PLTR Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$70.7M Sell
483,215
-8,699
-2% -$1.33M 0.19% 114
2025
Q4 		$87.4M Buy
491,914
+33,851
+7% +$6.13M 0.24% 83
2025
Q3 		$83.6M Buy
458,063
+111,388
+32% +$18.1M 0.25% 79
2025
Q2 		$47.3M Buy
346,675
+153,373
+79% +$18M 0.17% 117
2025
Q1 		$16.3M Buy
193,302
+40,209
+26% +$3.53M 0.07% 255
2024
Q4 		$11.6M Buy
153,093
+40,196
+36% +$2.34M 0.05% 296
2024
Q3 		$4.2M Buy
112,897
+16,552
+17% +$508K 0.02% 483
2024
Q2 		$2.44M Buy
96,345
+27,252
+39% +$614K 0.01% 588
2024
Q1 		$1.59M Buy
69,093
+29,057
+73% +$619K 0.01% 688
2023
Q4 		$687K Sell
40,036
-1,877
-4% -$33.4K ﹤0.01% 947
2023
Q3 		$671K Buy
41,913
+4,638
+12% +$73.9K ﹤0.01% 886
2023
Q2 		$571K Buy
37,275
+9,974
+37% +$113K ﹤0.01% 899
2023
Q1 		$231K Buy
27,301
+3,488
+15% +$27.3K ﹤0.01% 1147
2022
Q4 		$153K Buy
23,813
+5,025
+27% +$38.1K ﹤0.01% 1202
2022
Q3 		$153K Buy
18,788
+13
+0.1% +$116 ﹤0.01% 1156
2022
Q2 		$170K Sell
18,775
-768
-4% -$7.59K ﹤0.01% 1104
2022
Q1 		$268K Buy
19,543
+1,851
+10% +$24.7K ﹤0.01% 929
2021
Q4 		$322K Buy
+17,692
New +$391K ﹤0.01% 844
2021
Q2 		$544K Hold
20,649
– – ﹤0.01% 661
2021
Q1 		$544K Hold
20,649
– – ﹤0.01% 661
2020
Q4 		$544K Hold
20,649
– – ﹤0.01% 661
2020
Q3 		$544K Buy
+20,649
New +$196K ﹤0.01% 661

Other funds holding PLTR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Carson Wealth (CWM LLC)'s PLTR Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Palantir (PLTR) stake by 1.8% in Q1 2026, selling an estimated $1.33M and leaving 483,215 shares worth $70.7M. The position accounts for 0.19% of the portfolio, ranked #114.

Carson Wealth (CWM LLC) first reported a position in PLTR in Q3 2020 and has held it in 22 quarters since. The position peaked at $87.4M in Q4 2025. 2,994 funds tracked by Wall St. Rank hold PLTR as of Q1 2026.

  • Carson Wealth (CWM LLC) held 483,215 shares of Palantir worth $70.7M as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 8,699 Palantir shares in Q1 2026, an estimated $1.33M.
  • Palantir made up 0.19% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #114 holding.
  • Carson Wealth (CWM LLC) first reported a position in Palantir in Q3 2020 and has held it in 22 quarters since.
  • Carson Wealth (CWM LLC)'s Palantir position peaked at $87.4M in Q4 2025.
  • 2,994 funds tracked by Wall St. Rank held Palantir as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.