FSM Wealth Advisors’s Palantir PLTR Stock Holding History

FSM 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	$1.29M	Sell	11,032 -488	-4%	-$66.6K	0.14%	89
2026 Q1	$1.69M	Sell	11,520 -1,248	-10%	-$191K	0.22%	60
2025 Q4	$2.27M	Buy	12,768 +1,359	+12%	+$246K	0.31%	48
2025 Q3	$2.08M	Buy	11,409 +1,228	+12%	+$199K	0.29%	54
2025 Q2	$1.42M	Buy	10,181 +5,484	+117%	+$643K	0.23%	63
2025 Q1	$396K	Buy	4,697 +898	+24%	+$78.9K	0.09%	130
2024 Q4	$263K	Buy	+3,799	New	+$221K	0.06%	149

Other funds holding PLTR

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

HAM

Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return

CPWM

Cypress Point Wealth Management Dallas, Texas $492M AUM 22.57% 1-Year Est. Return

UNICOM Systems Las Vegas, Nevada $1.53B AUM 148.94% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

SIC

Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

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

FSM Wealth Advisors reduced its Palantir (PLTR) stake by 4.2% in Q2 2026, selling an estimated $66.6K and leaving 11,032 shares worth $1.29M. The position accounts for 0.14% of the portfolio, ranked #89.

FSM Wealth Advisors first reported a position in PLTR in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.27M in Q4 2025. 535 funds tracked by Wall St. Rank hold PLTR as of Q2 2026.

FSM Wealth Advisors held 11,032 shares of Palantir worth $1.29M as of Q2 2026.
FSM Wealth Advisors sold 488 Palantir shares in Q2 2026, an estimated $66.6K.
Palantir made up 0.14% of FSM Wealth Advisors's portfolio in Q2 2026, its #89 holding.
FSM Wealth Advisors first reported a position in Palantir in Q4 2024 and has held it in 7 quarters since.
FSM Wealth Advisors's Palantir position peaked at $2.27M in Q4 2025.
535 funds tracked by Wall St. Rank held Palantir as of Q2 2026.

Based on FSM Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.