Heirloom Wealth Management’s Palantir PLTR Stock Holding History

Heirloom Wealth Management’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 Q1	$8.59M	Buy	+58,737	New	+$8.98M	1.55%	21

Other funds holding PLTR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Heirloom Wealth Management's PLTR Position: Q1 2026 in Review

Heirloom Wealth Management opened a new position in Palantir (PLTR) in Q1 2026: 58,737 shares worth $8.59M. The stake represents 1.55% of the portfolio and ranks #21 among its holdings.

2,978 funds tracked by Wall St. Rank hold PLTR as of Q1 2026.

Heirloom Wealth Management held 58,737 shares of Palantir worth $8.59M as of Q1 2026.
Palantir was a new Heirloom Wealth Management position in Q1 2026.
Palantir made up 1.55% of Heirloom Wealth Management's portfolio in Q1 2026, its #21 holding.
2,978 funds tracked by Wall St. Rank held Palantir as of Q1 2026.

Based on Heirloom Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.