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
Q2 		$590K Sell
5,057
-526
-9% -$71.8K 1.68% 17
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 $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

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

Laidlaw Wealth Management reduced its Palantir (PLTR) stake by 9.4% in Q2 2026, selling an estimated $71.8K and leaving 5,057 shares worth $590K. The position accounts for 1.68% of the portfolio, ranked #17.

Laidlaw Wealth Management first reported a position in PLTR in Q1 2021 and has held it in 22 quarters since. The position peaked at $20.6M in Q4 2024. 2,845 funds tracked by Wall St. Rank hold PLTR as of Q2 2026.

  • Laidlaw Wealth Management held 5,057 shares of Palantir worth $590K as of Q2 2026.
  • Laidlaw Wealth Management sold 526 Palantir shares in Q2 2026, an estimated $71.8K.
  • Palantir made up 1.68% of Laidlaw Wealth Management's portfolio in Q2 2026, its #17 holding.
  • Laidlaw Wealth Management first reported a position in Palantir in Q1 2021 and has held it in 22 quarters since.
  • Laidlaw Wealth Management's Palantir position peaked at $20.6M in Q4 2024.
  • 2,845 funds tracked by Wall St. Rank held Palantir as of Q2 2026.

Based on Laidlaw Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.