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 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Lyell Wealth Management's PLTR Position: Q2 2026 in Review

Lyell Wealth Management reduced its Palantir (PLTR) stake by 2.3% in Q2 2026, selling an estimated $10.2K and leaving 3,148 shares worth $367K. The position accounts for 0.02% of the portfolio, ranked #181.

Lyell Wealth Management first reported a position in PLTR in Q1 2025 and has held it in 6 quarters since. The position peaked at $566K in Q4 2025. 2,850 funds tracked by Wall St. Rank hold PLTR as of Q2 2026.

Lyell Wealth Management held 3,148 shares of Palantir worth $367K as of Q2 2026.
Lyell Wealth Management sold 75 Palantir shares in Q2 2026, an estimated $10.2K.
Palantir made up 0.02% of Lyell Wealth Management's portfolio in Q2 2026, its #181 holding.
Lyell Wealth Management first reported a position in Palantir in Q1 2025 and has held it in 6 quarters since.
Lyell Wealth Management's Palantir position peaked at $566K in Q4 2025.
2,850 funds tracked by Wall St. Rank held Palantir as of Q2 2026.

Based on Lyell Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.