LWM
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
2025
Q4 		– Sell
-600
Closed -$109K – 195
2025
Q3 		$109K Buy
+600
New +$97.2K 0.02% 178

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

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

LJI Wealth Management increased its Palantir (PLTR) stake by 1.8% in Q2 2026, buying an estimated $92.1K and bringing the position to 38,498 shares worth $4.49M. The position accounts for 0.63% of the portfolio, ranked #18.

LJI Wealth Management first reported a position in PLTR in Q4 2022 and has held it in 14 quarters since. The position peaked at $6.98M in Q3 2025. 2,845 funds tracked by Wall St. Rank hold PLTR as of Q2 2026.

  • LJI Wealth Management held 38,498 shares of Palantir worth $4.49M as of Q2 2026.
  • LJI Wealth Management bought 675 Palantir shares in Q2 2026, an estimated $92.1K.
  • Palantir made up 0.63% of LJI Wealth Management's portfolio in Q2 2026, its #18 holding.
  • LJI Wealth Management first reported a position in Palantir in Q4 2022 and has held it in 14 quarters since.
  • LJI Wealth Management's Palantir position peaked at $6.98M in Q3 2025.
  • 2,845 funds tracked by Wall St. Rank held Palantir as of Q2 2026.

Based on LJI Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.