LWM
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Lyell Wealth Management’s Palantir PLTR Stock Holding History

Lyell 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 		$471K Buy
3,223
+40
+1% +$6.12K 0.03% 155
2025
Q4 		$566K Buy
3,183
+1,432
+82% +$259K 0.04% 140
2025
Q3 		$319K Sell
1,751
-700
-29% -$113K 0.02% 179
2025
Q2 		$334K Buy
2,451
+1
+0% +$117 0.03% 170
2025
Q1 		$207K Buy
+2,450
New +$215K 0.02% 197

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

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

Lyell Wealth Management increased its Palantir (PLTR) stake by 1.3% in Q1 2026, buying an estimated $6.12K and bringing the position to 3,223 shares worth $471K. The position accounts for 0.03% of the portfolio, ranked #155.

Lyell Wealth Management first reported a position in PLTR in Q1 2025 and has held it in 5 quarters since. The position peaked at $566K in Q4 2025. 2,977 funds tracked by Wall St. Rank hold PLTR as of Q1 2026.

  • Lyell Wealth Management held 3,223 shares of Palantir worth $471K as of Q1 2026.
  • Lyell Wealth Management bought 40 Palantir shares in Q1 2026, an estimated $6.12K.
  • Palantir made up 0.03% of Lyell Wealth Management's portfolio in Q1 2026, its #155 holding.
  • Lyell Wealth Management first reported a position in Palantir in Q1 2025 and has held it in 5 quarters since.
  • Lyell Wealth Management's Palantir position peaked at $566K in Q4 2025.
  • 2,977 funds tracked by Wall St. Rank held Palantir as of Q1 2026.

Based on Lyell Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.