Lodestone Wealth Management’s Palantir PLTR Stock Holding History

Lodestone 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 Q2	$730K	Sell	6,257 -1,312	-17%	-$179K	0.26%	89
2026 Q1	$1.11M	Sell	7,569 -343	-4%	-$52.4K	0.44%	65
2025 Q4	$1.41M	Sell	7,912 -437	-5%	-$79.1K	0.57%	53
2025 Q3	$1.52M	Buy	8,349 +211	+3%	+$34.2K	0.68%	51
2025 Q2	$1.11M	Sell	8,138 -812	-9%	-$95.2K	0.54%	57
2025 Q1	$755K	Buy	8,950 +97	+1%	+$8.52K	0.4%	69
2024 Q4	$670K	Sell	8,853 -643	-7%	-$37.5K	0.34%	75
2024 Q3	$353K	Sell	9,496 -801	-8%	-$24.6K	0.18%	106
2024 Q2	$261K	Buy	10,297 +323	+3%	+$7.27K	0.14%	130
2024 Q1	$230K	Buy	+9,974	New	+$213K	0.12%	143

Other funds holding PLTR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Lodestone Wealth Management reduced its Palantir (PLTR) stake by 17% in Q2 2026, selling an estimated $179K and leaving 6,257 shares worth $730K. The position accounts for 0.26% of the portfolio, ranked #89.

Lodestone Wealth Management first reported a position in PLTR in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.52M in Q3 2025. 2,849 funds tracked by Wall St. Rank hold PLTR as of Q2 2026.

Lodestone Wealth Management held 6,257 shares of Palantir worth $730K as of Q2 2026.
Lodestone Wealth Management sold 1,312 Palantir shares in Q2 2026, an estimated $179K.
Palantir made up 0.26% of Lodestone Wealth Management's portfolio in Q2 2026, its #89 holding.
Lodestone Wealth Management first reported a position in Palantir in Q1 2024 and has held it in 10 quarters since.
Lodestone Wealth Management's Palantir position peaked at $1.52M in Q3 2025.
2,849 funds tracked by Wall St. Rank held Palantir as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.