LPL Financial’s Palantir PLTR Stock Holding History

LPL Financial’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	$1.54M	Sell	10,500 -1,900	-15%	-$291K	﹤0.01%	3754
2025 Q4	$2.2M	Sell	12,400 -2,400	-16%	-$434K	﹤0.01%	3312
2025 Q3	$2.7M	Buy	14,800 +2,000	+16%	+$324K	﹤0.01%	3034
2025 Q2	$1.74M	Buy	12,800 +4,000	+45%	+$469K	﹤0.01%	3256
2025 Q1	$743K	Buy	8,800 +2,000	+29%	+$176K	﹤0.01%	3797
2024 Q4	$514K	Buy	+6,800	New	+$396K	﹤0.01%	4065
2023 Q4	–	Sell	-10,000	Closed	-$160K	–	4877
2023 Q3	$160K	Hold	10,000	–	–	﹤0.01%	4309
2023 Q2	$153K	Hold	10,000	–	–	﹤0.01%	4234
2023 Q1	$84.5K	Sell	10,000 -10,000	-50%	-$78.3K	﹤0.01%	4235
2022 Q4	$128K	Hold	20,000	–	–	﹤0.01%	4110
2022 Q3	$163K	Hold	20,000	–	–	﹤0.01%	4008
2022 Q2	$181K	Buy	+20,000	New	+$198K	﹤0.01%	3987

Other funds holding PLTR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

LPL Financial's PLTR Position: Q1 2026 in Review

LPL Financial increased its Palantir (PLTR) stake by 2.5% in Q1 2026, buying an estimated $18.9M and bringing the position to 5,109,312 shares worth $747M. The position accounts for 0.2% of the portfolio, ranked #109.

LPL Financial first reported a position in PLTR in Q3 2020 and has held it in 23 quarters since. The position peaked at $920M in Q3 2025. 2,977 funds tracked by Wall St. Rank hold PLTR as of Q1 2026.

LPL Financial held 5,109,312 shares of Palantir worth $747M as of Q1 2026.
LPL Financial bought 123,524 Palantir shares in Q1 2026, an estimated $18.9M.
Palantir made up 0.2% of LPL Financial's portfolio in Q1 2026, its #109 holding.
LPL Financial first reported a position in Palantir in Q3 2020 and has held it in 23 quarters since.
LPL Financial's Palantir position peaked at $920M in Q3 2025.
2,977 funds tracked by Wall St. Rank held Palantir as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.