LWM
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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
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

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

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

LJI Wealth Management increased its Palantir (PLTR) stake by 0.4% in Q1 2026, buying an estimated $22.8K and bringing the position to 37,823 shares worth $5.53M. The position accounts for 0.88% of the portfolio, ranked #18.

LJI Wealth Management first reported a position in PLTR in Q4 2022 and has held it in 13 quarters since. The position peaked at $6.98M in Q3 2025. 2,977 funds tracked by Wall St. Rank hold PLTR as of Q1 2026.

  • LJI Wealth Management held 37,823 shares of Palantir worth $5.53M as of Q1 2026.
  • LJI Wealth Management bought 149 Palantir shares in Q1 2026, an estimated $22.8K.
  • Palantir made up 0.88% of LJI Wealth Management's portfolio in Q1 2026, its #18 holding.
  • LJI Wealth Management first reported a position in Palantir in Q4 2022 and has held it in 13 quarters since.
  • LJI Wealth Management's Palantir position peaked at $6.98M in Q3 2025.
  • 2,977 funds tracked by Wall St. Rank held Palantir as of Q1 2026.

Based on LJI Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.