JWM
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Jeppson Wealth Management’s Palantir PLTR Stock Holding History

Jeppson 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
Q2 		$418K Buy
3,581
+573
+19% +$78.2K 0.12% 161
2026
Q1 		$440K Buy
3,008
+477
+19% +$72.9K 0.14% 136
2025
Q4 		$450K Buy
2,531
+103
+4% +$18.6K 0.14% 131
2025
Q3 		$443K Sell
2,428
-7
-0.3% -$1.13K 0.14% 135
2025
Q2 		$332K Buy
+2,435
New +$286K 0.11% 157

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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Jeppson Wealth Management's PLTR Position: Q2 2026 in Review

Jeppson Wealth Management increased its Palantir (PLTR) stake by 19% in Q2 2026, buying an estimated $78.2K and bringing the position to 3,581 shares worth $418K. The position accounts for 0.12% of the portfolio, ranked #161.

Jeppson Wealth Management first reported a position in PLTR in Q2 2025 and has held it in 5 quarters since. The position peaked at $450K in Q4 2025. 2,839 funds tracked by Wall St. Rank hold PLTR as of Q2 2026.

  • Jeppson Wealth Management held 3,581 shares of Palantir worth $418K as of Q2 2026.
  • Jeppson Wealth Management bought 573 Palantir shares in Q2 2026, an estimated $78.2K.
  • Palantir made up 0.12% of Jeppson Wealth Management's portfolio in Q2 2026, its #161 holding.
  • Jeppson Wealth Management first reported a position in Palantir in Q2 2025 and has held it in 5 quarters since.
  • Jeppson Wealth Management's Palantir position peaked at $450K in Q4 2025.
  • 2,839 funds tracked by Wall St. Rank held Palantir as of Q2 2026.

Based on Jeppson Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.