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CFM Wealth Partners’s Palantir PLTR Stock Holding History

CFM Wealth Partners’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 		$226K Sell
1,937
-672
-26% -$91.7K 0.03% 138
2026
Q1 		$382K Sell
2,609
-4,461
-63% -$682K 0.06% 116
2025
Q4 		$1.26M Buy
7,070
+1,024
+17% +$185K 0.18% 68
2025
Q3 		$1.1M Buy
6,046
+4,331
+253% +$702K 0.16% 73
2025
Q2 		$234K Buy
+1,715
New +$201K 0.04% 128

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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

CFM Wealth Partners's PLTR Position: Q2 2026 in Review

CFM Wealth Partners reduced its Palantir (PLTR) stake by 26% in Q2 2026, selling an estimated $91.7K and leaving 1,937 shares worth $226K. The position accounts for 0.03% of the portfolio, ranked #138.

CFM Wealth Partners first reported a position in PLTR in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.26M in Q4 2025. 2,839 funds tracked by Wall St. Rank hold PLTR as of Q2 2026.

  • CFM Wealth Partners held 1,937 shares of Palantir worth $226K as of Q2 2026.
  • CFM Wealth Partners sold 672 Palantir shares in Q2 2026, an estimated $91.7K.
  • Palantir made up 0.03% of CFM Wealth Partners's portfolio in Q2 2026, its #138 holding.
  • CFM Wealth Partners first reported a position in Palantir in Q2 2025 and has held it in 5 quarters since.
  • CFM Wealth Partners's Palantir position peaked at $1.26M in Q4 2025.
  • 2,839 funds tracked by Wall St. Rank held Palantir as of Q2 2026.

Based on CFM Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.