Liberty Wealth Management’s Palantir PLTR Stock Holding History

Liberty 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	$1.23M	Buy	8,402 +1,674	+25%	+$256K	0.15%	86
2025 Q4	$1.2M	Sell	6,728 -110	-2%	-$19.9K	0.15%	85
2025 Q3	$1.25M	Buy	6,838 +292	+4%	+$47.3K	0.18%	80
2025 Q2	$892K	Buy	6,546 +1,101	+20%	+$129K	0.14%	90
2025 Q1	$460K	Buy	5,445 +1,608	+42%	+$141K	0.09%	95
2024 Q4	$290K	Buy	+3,837	New	+$223K	0.05%	164
2021 Q4	–	Sell	-168	Closed	-$3K	–	846
2021 Q3	$3K	Buy	+168	New	+$4.1K	﹤0.01%	1022

Other funds holding PLTR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Liberty Wealth Management increased its Palantir (PLTR) stake by 25% in Q1 2026, buying an estimated $256K and bringing the position to 8,402 shares worth $1.23M. The position accounts for 0.15% of the portfolio, ranked #86.

Liberty Wealth Management first reported a position in PLTR in Q3 2021 and has held it in 7 quarters since. The position peaked at $1.25M in Q3 2025. 2,977 funds tracked by Wall St. Rank hold PLTR as of Q1 2026.

Liberty Wealth Management held 8,402 shares of Palantir worth $1.23M as of Q1 2026.
Liberty Wealth Management bought 1,674 Palantir shares in Q1 2026, an estimated $256K.
Palantir made up 0.15% of Liberty Wealth Management's portfolio in Q1 2026, its #86 holding.
Liberty Wealth Management first reported a position in Palantir in Q3 2021 and has held it in 7 quarters since.
Liberty Wealth Management's Palantir position peaked at $1.25M in Q3 2025.
2,977 funds tracked by Wall St. Rank held Palantir as of Q1 2026.

Based on Liberty Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.