First Dallas Securities’s Palantir PLTR Stock Holding History

First Dallas Securities’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	$723K	Sell	6,194 -800	-11%	-$109K	0.24%	82
2026 Q1	$1.02M	Sell	6,994 -1,584	-18%	-$242K	0.38%	62
2025 Q4	$1.52M	Buy	8,578 +359	+4%	+$65K	0.57%	45
2025 Q3	$1.5M	Sell	8,219 -900	-10%	-$146K	0.56%	43
2025 Q2	$1.24M	Buy	9,119 +2,300	+34%	+$270K	0.49%	48
2025 Q1	$576K	Buy	6,819 +3,419	+101%	+$300K	0.24%	71
2024 Q4	$257K	Buy	+3,400	New	+$198K	0.1%	109

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

First Dallas Securities's PLTR Position: Q2 2026 in Review

First Dallas Securities reduced its Palantir (PLTR) stake by 11% in Q2 2026, selling an estimated $109K and leaving 6,194 shares worth $723K. The position accounts for 0.24% of the portfolio, ranked #82.

First Dallas Securities first reported a position in PLTR in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.52M in Q4 2025. 2,849 funds tracked by Wall St. Rank hold PLTR as of Q2 2026.

First Dallas Securities held 6,194 shares of Palantir worth $723K as of Q2 2026.
First Dallas Securities sold 800 Palantir shares in Q2 2026, an estimated $109K.
Palantir made up 0.24% of First Dallas Securities's portfolio in Q2 2026, its #82 holding.
First Dallas Securities first reported a position in Palantir in Q4 2024 and has held it in 7 quarters since.
First Dallas Securities's Palantir position peaked at $1.52M in Q4 2025.
2,849 funds tracked by Wall St. Rank held Palantir as of Q2 2026.

Based on First Dallas Securities's 13F filing for Q2 2026, filed 3 Aug 2026.