LJI Wealth Management
PLTR icon

LJI Wealth Management’s Palantir PLTR Stock Holding History

LJI 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
Q3 		$6.93M Sell
37,034
-1,464
-4% -$233K 0.97% 16
2026
Q2 		$4.49M Buy
38,498
+675
+2% +$92.1K 0.63% 18
2026
Q1 		$5.53M Buy
37,823
+149
+0.4% +$22.8K 0.88% 18
2025
Q4 		$6.7M Sell
37,674
-600
-2% -$109K 1.02% 15
2025
Q3 		$6.98M Sell
38,274
-1,267
-3% -$205K 1.22% 14
2025
Q2 		$5.39M Sell
39,541
-97
-0.2% -$11.4K 0.94% 18
2025
Q1 		$3.35M Sell
39,638
-120
-0.3% -$10.5K 0.67% 20
2024
Q4 		$3.01M Sell
39,758
-2,026
-5% -$118K 0.59% 22
2024
Q3 		$1.55M Buy
41,784
+969
+2% +$29.7K 0.32% 38
2024
Q2 		$1.03M Buy
+40,815
New +$919K 0.23% 54
2024
Q1 		– Sell
-47,440
Closed -$815K – 163
2023
Q4 		$815K Sell
47,440
-1,158
-2% -$20.6K 0.21% 55
2023
Q3 		$778K Sell
48,598
-35
-0.1% -$557 0.22% 54
2023
Q2 		$746K Sell
48,633
-1,967
-4% -$22.4K 0.22% 53
2023
Q1 		$428K Buy
50,600
+4,800
+10% +$37.6K 0.14% 83
2022
Q4 		$294K Buy
+45,800
New +$347K 0.1% 100

Other funds holding PLTR

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
WAM
WT Asset Management Hong Kong $6.18B AUM 432.25% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
AH
Allen Holding New York $1.15B AUM 24.01% 1-Year Est. Return

LJI Wealth Management's PLTR Position: Q3 2026 in Review

LJI Wealth Management reduced its Palantir (PLTR) stake by 3.8% in Q3 2026, selling an estimated $233K and leaving 37,034 shares worth $6.93M. The position accounts for 0.97% of the portfolio, ranked #16.

LJI Wealth Management first reported a position in PLTR in Q4 2022 and has held it in 15 quarters since. The position peaked at $6.98M in Q3 2025. 1,613 funds tracked by Wall St. Rank hold PLTR as of Q3 2026.

  • LJI Wealth Management held 37,034 shares of Palantir worth $6.93M as of Q3 2026.
  • LJI Wealth Management sold 1,464 Palantir shares in Q3 2026, an estimated $233K.
  • Palantir made up 0.97% of LJI Wealth Management's portfolio in Q3 2026, its #16 holding.
  • LJI Wealth Management first reported a position in Palantir in Q4 2022 and has held it in 15 quarters since.
  • LJI Wealth Management's Palantir position peaked at $6.98M in Q3 2025.
  • 1,613 funds tracked by Wall St. Rank held Palantir as of Q3 2026.

Based on LJI Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.