Lyell Wealth Management
PLTR icon

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
Q3 		$600K Buy
3,208
+60
+2% +$9.6K 0.04% 158
2026
Q2 		$367K Sell
3,148
-75
-2% -$10.2K 0.02% 181
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

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

Lyell Wealth Management increased its Palantir (PLTR) stake by 1.9% in Q3 2026, buying an estimated $9.6K and bringing the position to 3,208 shares worth $600K. The position accounts for 0.04% of the portfolio, ranked #158.

Lyell Wealth Management first reported a position in PLTR in Q1 2025 and has held it in 7 quarters since. 2,072 funds tracked by Wall St. Rank hold PLTR as of Q3 2026.

  • Lyell Wealth Management held 3,208 shares of Palantir worth $600K as of Q3 2026.
  • Lyell Wealth Management bought 60 Palantir shares in Q3 2026, an estimated $9.6K.
  • Palantir made up 0.04% of Lyell Wealth Management's portfolio in Q3 2026, its #158 holding.
  • Lyell Wealth Management first reported a position in Palantir in Q1 2025 and has held it in 7 quarters since.
  • 2,072 funds tracked by Wall St. Rank held Palantir as of Q3 2026.

Based on Lyell Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.