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
2022
Q1 		– Sell
-800
Closed -$2K – 3797
2021
Q4 		$2K Buy
+800
New +$17.7K ﹤0.01% 3165
2021
Q2 		$7K Hold
800
– – ﹤0.01% 2256
2021
Q1 		$7K Hold
800
– – ﹤0.01% 2256
2020
Q4 		$7K Hold
800
– – ﹤0.01% 2256
2020
Q3 		$7K Buy
+800
New +$7.6K ﹤0.01% 2254

Other funds holding PLTR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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. 2,982 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.
  • 2,982 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.