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LBMC Investment Advisors’s Palantir PLTR Stock Holding History

LBMC Investment Advisors’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 		$734K Buy
6,293
+2,251
+56% +$307K 0.04% 136
2026
Q1 		$591K Buy
4,042
+750
+23% +$115K 0.04% 142
2025
Q4 		$585K Buy
3,292
+250
+8% +$45.3K 0.04% 130
2025
Q3 		$555K Buy
+3,042
New +$493K 0.04% 136
2022
Q2 		– Sell
-19,020
Closed -$261K – 160
2022
Q1 		$261K Hold
19,020
– – 0.02% 131
2021
Q4 		$346K Buy
+19,020
New +$420K 0.03% 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

LBMC Investment Advisors's PLTR Position: Q2 2026 in Review

LBMC Investment Advisors increased its Palantir (PLTR) stake by 56% in Q2 2026, buying an estimated $307K and bringing the position to 6,293 shares worth $734K. The position accounts for 0.04% of the portfolio, ranked #136.

LBMC Investment Advisors first reported a position in PLTR in Q4 2021 and has held it in 6 quarters since. 2,842 funds tracked by Wall St. Rank hold PLTR as of Q2 2026.

  • LBMC Investment Advisors held 6,293 shares of Palantir worth $734K as of Q2 2026.
  • LBMC Investment Advisors bought 2,251 Palantir shares in Q2 2026, an estimated $307K.
  • Palantir made up 0.04% of LBMC Investment Advisors's portfolio in Q2 2026, its #136 holding.
  • LBMC Investment Advisors first reported a position in Palantir in Q4 2021 and has held it in 6 quarters since.
  • 2,842 funds tracked by Wall St. Rank held Palantir as of Q2 2026.

Based on LBMC Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.