J.W. Burns & Co’s Palantir PLTR Stock Holding History

J.W. Burns & Co’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	$2.56M	Sell	21,971 -1,134	-5%	-$155K	0.27%	67
2026 Q1	$3.38M	Sell	23,105 -658	-3%	-$101K	0.39%	55
2025 Q4	$4.22M	Buy	23,763 +378	+2%	+$68.4K	0.47%	51
2025 Q3	$4.27M	Sell	23,385 -30	-0.1%	-$4.86K	0.48%	51
2025 Q2	$3.19M	Buy	23,415 +7,938	+51%	+$931K	0.39%	55
2025 Q1	$1.31M	Buy	15,477 +1,602	+12%	+$141K	0.17%	87
2024 Q4	$1.05M	Buy	13,875 +7,063	+104%	+$411K	0.13%	95
2024 Q3	$253K	Buy	+6,812	New	+$209K	0.03%	172
2022 Q1	–	Sell	-22,970	Closed	-$418K	–	185
2021 Q4	$418K	Sell	22,970 -1,775	-7%	-$39.2K	0.06%	139
2021 Q3	$595K	Buy	24,745 +85	+0.3%	+$2.07K	0.09%	119
2021 Q2	$650K	Sell	24,660 -4,465	-15%	-$103K	0.1%	116
2021 Q1	$678K	Sell	29,125 -3,450	-11%	-$94.6K	0.11%	112
2020 Q4	$767K	Buy	+32,575	New	+$583K	0.14%	100

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

J.W. Burns & Co's PLTR Position: Q2 2026 in Review

J.W. Burns & Co reduced its Palantir (PLTR) stake by 4.9% in Q2 2026, selling an estimated $155K and leaving 21,971 shares worth $2.56M. The position accounts for 0.27% of the portfolio, ranked #67.

J.W. Burns & Co first reported a position in PLTR in Q4 2020 and has held it in 13 quarters since. The position peaked at $4.27M in Q3 2025. 461 funds tracked by Wall St. Rank hold PLTR as of Q2 2026.

J.W. Burns & Co held 21,971 shares of Palantir worth $2.56M as of Q2 2026.
J.W. Burns & Co sold 1,134 Palantir shares in Q2 2026, an estimated $155K.
Palantir made up 0.27% of J.W. Burns & Co's portfolio in Q2 2026, its #67 holding.
J.W. Burns & Co first reported a position in Palantir in Q4 2020 and has held it in 13 quarters since.
J.W. Burns & Co's Palantir position peaked at $4.27M in Q3 2025.
461 funds tracked by Wall St. Rank held Palantir as of Q2 2026.

Based on J.W. Burns & Co's 13F filing for Q2 2026, filed 15 Jul 2026.