LWM
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Laidlaw Wealth Management’s Palantir PLTR Stock Holding History

Laidlaw 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 		$817K Buy
5,583
+1,166
+26% +$178K 2.83% 10
2025
Q4 		$785K Sell
4,417
-2,475
-36% -$448K 2.43% 12
2025
Q3 		$1.26M Sell
6,892
-2,307
-25% -$374K 2.99% 8
2025
Q2 		$1.25M Sell
9,199
-3,792
-29% -$445K 3.61% 6
2025
Q1 		$1.1M Sell
12,991
-259,071
-95% -$22.8M 3.23% 9
2024
Q4 		$20.6M Buy
272,062
+109,411
+67% +$6.37M 8.96% 1
2024
Q3 		$6.05M Buy
162,651
+14,315
+10% +$439K 2.99% 4
2024
Q2 		$3.76M Buy
148,336
+36,816
+33% +$829K 2.06% 9
2024
Q1 		$2.57M Buy
111,520
+46,837
+72% +$998K 1.43% 16
2023
Q4 		$1.11M Buy
64,683
+16,428
+34% +$293K 0.4% 75
2023
Q3 		$772K Buy
48,255
+1,534
+3% +$24.4K 0.26% 99
2023
Q2 		$716K Sell
46,721
-23,691
-34% -$269K 0.14% 156
2023
Q1 		$595K Sell
70,412
-11,586
-14% -$90.7K 0.12% 185
2022
Q4 		$526K Buy
81,998
+153
+0.2% +$1.16K 0.11% 188
2022
Q3 		$665K Sell
81,845
-338
-0.4% -$3.01K 0.16% 149
2022
Q2 		$745K Buy
82,183
+1,375
+2% +$13.6K 0.15% 152
2022
Q1 		$1.11M Sell
80,808
-1,171
-1% -$15.6K 0.19% 134
2021
Q4 		$1.49M Buy
81,979
+745
+0.9% +$16.5K 0.24% 112
2021
Q3 		$1.95M Buy
81,234
+18,842
+30% +$460K 0.5% 54
2021
Q2 		$1.65M Buy
62,392
+39,931
+178% +$923K 0.42% 67
2021
Q1 		$523K Buy
+22,461
New +$616K 0.18% 121

Other funds holding PLTR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Laidlaw Wealth Management increased its Palantir (PLTR) stake by 26% in Q1 2026, buying an estimated $178K and bringing the position to 5,583 shares worth $817K. The position accounts for 2.83% of the portfolio, ranked #10.

Laidlaw Wealth Management first reported a position in PLTR in Q1 2021 and has held it in 21 quarters since. The position peaked at $20.6M in Q4 2024. 2,977 funds tracked by Wall St. Rank hold PLTR as of Q1 2026.

  • Laidlaw Wealth Management held 5,583 shares of Palantir worth $817K as of Q1 2026.
  • Laidlaw Wealth Management bought 1,166 Palantir shares in Q1 2026, an estimated $178K.
  • Palantir made up 2.83% of Laidlaw Wealth Management's portfolio in Q1 2026, its #10 holding.
  • Laidlaw Wealth Management first reported a position in Palantir in Q1 2021 and has held it in 21 quarters since.
  • Laidlaw Wealth Management's Palantir position peaked at $20.6M in Q4 2024.
  • 2,977 funds tracked by Wall St. Rank held Palantir as of Q1 2026.

Based on Laidlaw Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.