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LM Advisors’s Palantir PLTR Stock Holding History

LM 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
Q1 		$43.4K Sell
6,353
-721
-10% -$110K 0.69% 42
2025
Q4 		$39.8K Sell
7,074
-32,384
-82% -$5.86M 0.72% 40
2025
Q3 		$7.2M Buy
39,458
+200
+0.5% +$32.4K 1.04% 18
2025
Q2 		$5.35M Buy
39,258
+10,876
+38% +$1.28M 0.69% 21
2025
Q1 		$2.4M Sell
28,382
-576
-2% -$50.6K 0.43% 45
2024
Q4 		$2.19M Sell
28,958
-13,276
-31% -$773K 0.39% 48
2024
Q3 		$1.57M Hold
42,234
– – 0.32% 57
2024
Q2 		$1.07M Hold
42,234
– – ﹤0.01% 91
2024
Q1 		$972K Sell
42,234
-947
-2% -$20.2K 0.15% 97
2023
Q4 		$741K Buy
+43,181
New +$769K 0.15% 91

Other funds holding PLTR

BlackRock
BlackRock New York $5.7T 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
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
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return