M Holdings Securities’s Palantir PLTR Stock Holding History

M Holdings Securities’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	$1.47M	Sell	12,132 -4,400	-27%	-$600K	0.2%	77
2026 Q1	$2.35M	Buy	16,532 +761	+5%	+$116K	0.16%	114
2025 Q4	$2.8M	Buy	+15,771	New	+$2.86M	0.2%	93
2025 Q3	–	Sell	-39,004	Closed	-$5.21M	–	164
2025 Q2	$5.21M	Buy	39,004 +14,401	+59%	+$1.69M	0.89%	31
2025 Q1	$2.08M	Buy	24,603 +4,522	+23%	+$397K	0.35%	60
2024 Q4	$1.52M	Sell	20,081 -2,246	-10%	-$131K	0.24%	69
2024 Q3	$831K	Sell	22,327 -3,352	-13%	-$103K	0.21%	56
2024 Q2	$650K	Buy	25,679 +11,976	+87%	+$270K	0.08%	130
2024 Q1	$315K	Buy	+13,703	New	+$292K	0.05%	124
2022 Q2	–	Sell	-11,720	Closed	-$161K	–	499
2022 Q1	$161K	Buy	+11,720	New	+$156K	0.01%	486
2021 Q2	–	Sell	-22,394	Closed	-$522K	–	403
2021 Q1	$522K	Buy	+22,394	New	+$614K	0.05%	282

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

M Holdings Securities's PLTR Position: Q2 2026 in Review

M Holdings Securities reduced its Palantir (PLTR) stake by 27% in Q2 2026, selling an estimated $600K and leaving 12,132 shares worth $1.47M. The position accounts for 0.2% of the portfolio, ranked #77.

M Holdings Securities first reported a position in PLTR in Q1 2021 and has held it in 11 quarters since. The position peaked at $5.21M in Q2 2025. 2,845 funds tracked by Wall St. Rank hold PLTR as of Q2 2026.

M Holdings Securities held 12,132 shares of Palantir worth $1.47M as of Q2 2026.
M Holdings Securities sold 4,400 Palantir shares in Q2 2026, an estimated $600K.
Palantir made up 0.2% of M Holdings Securities's portfolio in Q2 2026, its #77 holding.
M Holdings Securities first reported a position in Palantir in Q1 2021 and has held it in 11 quarters since.
M Holdings Securities's Palantir position peaked at $5.21M in Q2 2025.
2,845 funds tracked by Wall St. Rank held Palantir as of Q2 2026.

Based on M Holdings Securities's 13F filing for Q2 2026, filed 11 Aug 2026.