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 Q3	$1.19M	Buy	6,382 +125	+2%	+$19.9K	0.4%	67
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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

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

Lodestone Wealth Management increased its Palantir (PLTR) stake by 2% in Q3 2026, buying an estimated $19.9K and bringing the position to 6,382 shares worth $1.19M. The position accounts for 0.4% of the portfolio, ranked #67.

Lodestone Wealth Management first reported a position in PLTR in Q1 2024 and has held it in 11 quarters since. The position peaked at $1.52M in Q3 2025. 2,072 funds tracked by Wall St. Rank hold PLTR as of Q3 2026.

Lodestone Wealth Management held 6,382 shares of Palantir worth $1.19M as of Q3 2026.
Lodestone Wealth Management bought 125 Palantir shares in Q3 2026, an estimated $19.9K.
Palantir made up 0.4% of Lodestone Wealth Management's portfolio in Q3 2026, its #67 holding.
Lodestone Wealth Management first reported a position in Palantir in Q1 2024 and has held it in 11 quarters since.
Lodestone Wealth Management's Palantir position peaked at $1.52M in Q3 2025.
2,072 funds tracked by Wall St. Rank held Palantir as of Q3 2026.

Based on Lodestone Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.