LIG
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Lokken Investment Group’s Palantir PLTR Stock Holding History

Lokken Investment Group’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
Q3 		$317K Sell
1,739
-1,096
-39% -$178K 0.11% 112
2025
Q2 		$386K Buy
+2,835
New +$333K 0.15% 95
2025
Q1 		– Sell
-3,082
Closed -$233K – 145
2024
Q4 		$233K Buy
+3,082
New +$180K 0.1% 120

Other funds holding PLTR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Lokken Investment Group's PLTR Position: Q3 2025 in Review

Lokken Investment Group reduced its Palantir (PLTR) stake by 39% in Q3 2025, selling an estimated $178K and leaving 1,739 shares worth $317K. The position accounts for 0.11% of the portfolio, ranked #112.

Lokken Investment Group first reported a position in PLTR in Q4 2024 and has held it in 3 quarters since. The position peaked at $386K in Q2 2025. 2,831 funds tracked by Wall St. Rank hold PLTR as of Q3 2025.

  • Lokken Investment Group held 1,739 shares of Palantir worth $317K as of Q3 2025.
  • Lokken Investment Group sold 1,096 Palantir shares in Q3 2025, an estimated $178K.
  • Palantir made up 0.11% of Lokken Investment Group's portfolio in Q3 2025, its #112 holding.
  • Lokken Investment Group first reported a position in Palantir in Q4 2024 and has held it in 3 quarters since.
  • Lokken Investment Group's Palantir position peaked at $386K in Q2 2025.
  • 2,831 funds tracked by Wall St. Rank held Palantir as of Q3 2025.

Based on Lokken Investment Group's 13F filing for Q3 2025, filed 5 Nov 2025.