LWM
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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
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
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

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

Lodestone Wealth Management reduced its Palantir (PLTR) stake by 4.3% in Q1 2026, selling an estimated $52.4K and leaving 7,569 shares worth $1.11M. The position accounts for 0.44% of the portfolio, ranked #65.

Lodestone Wealth Management first reported a position in PLTR in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.52M in Q3 2025. 2,977 funds tracked by Wall St. Rank hold PLTR as of Q1 2026.

  • Lodestone Wealth Management held 7,569 shares of Palantir worth $1.11M as of Q1 2026.
  • Lodestone Wealth Management sold 343 Palantir shares in Q1 2026, an estimated $52.4K.
  • Palantir made up 0.44% of Lodestone Wealth Management's portfolio in Q1 2026, its #65 holding.
  • Lodestone Wealth Management first reported a position in Palantir in Q1 2024 and has held it in 9 quarters since.
  • Lodestone Wealth Management's Palantir position peaked at $1.52M in Q3 2025.
  • 2,977 funds tracked by Wall St. Rank held Palantir as of Q1 2026.

Based on Lodestone Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.