CM Wealth Advisors’s Palantir PLTR Stock Holding History

CM Wealth Advisors’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	–	Sell	-1,515	Closed	-$222K	–	199
2026 Q1	$222K	Buy	1,515 +16	+1%	+$2.45K	0.05%	135
2025 Q4	$266K	Buy	+1,499	New	+$271K	0.06%	122

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

CM Wealth Advisors's PLTR Position: Q2 2026 in Review

CM Wealth Advisors sold out of Palantir (PLTR) in Q2 2026, closing a stake of 1,515 shares — an estimated $222K sold.

CM Wealth Advisors first reported a position in PLTR in Q4 2025 and held it in 2 quarters. The position peaked at $266K in Q4 2025. 2,845 funds tracked by Wall St. Rank hold PLTR as of Q2 2026.

CM Wealth Advisors reported no remaining Palantir position as of Q2 2026 after selling out during the quarter.
CM Wealth Advisors sold 1,515 Palantir shares in Q2 2026, an estimated $222K.
CM Wealth Advisors first reported a position in Palantir in Q4 2025 and held it in 2 quarters.
CM Wealth Advisors's Palantir position peaked at $266K in Q4 2025.
2,845 funds tracked by Wall St. Rank held Palantir as of Q2 2026.

Based on CM Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.