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Iams Wealth Management’s Palantir PLTR Stock Holding History

Iams 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 		– Sell
-2,093
Closed -$372K – 197
2025
Q4 		$372K Buy
2,093
+148
+8% +$26.8K 0.13% 142
2025
Q3 		$355K Buy
1,945
+250
+15% +$40.5K 0.14% 140
2025
Q2 		$231K Buy
+1,695
New +$199K 0.11% 154

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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Iams Wealth Management sold out of Palantir (PLTR) in Q1 2026, closing a stake of 2,093 shares — an estimated $372K sold.

Iams Wealth Management first reported a position in PLTR in Q2 2025 and held it in 3 quarters. The position peaked at $372K in Q4 2025. 2,990 funds tracked by Wall St. Rank hold PLTR as of Q1 2026.

  • Iams Wealth Management reported no remaining Palantir position as of Q1 2026 after selling out during the quarter.
  • Iams Wealth Management sold 2,093 Palantir shares in Q1 2026, an estimated $372K.
  • Iams Wealth Management first reported a position in Palantir in Q2 2025 and held it in 3 quarters.
  • Iams Wealth Management's Palantir position peaked at $372K in Q4 2025.
  • 2,990 funds tracked by Wall St. Rank held Palantir as of Q1 2026.

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