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M Wealth Management LLC’s Palantir PLTR Stock Holding History

M Wealth Management LLC’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 		$207K Buy
+1,415
New +$216K 0.17% 54

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

M Wealth Management LLC's PLTR Position: Q1 2026 in Review

M Wealth Management LLC opened a new position in Palantir (PLTR) in Q1 2026: 1,415 shares worth $207K. The stake represents 0.17% of the portfolio and ranks #54 among its holdings.

2,977 funds tracked by Wall St. Rank hold PLTR as of Q1 2026.

  • M Wealth Management LLC held 1,415 shares of Palantir worth $207K as of Q1 2026.
  • Palantir was a new M Wealth Management LLC position in Q1 2026.
  • Palantir made up 0.17% of M Wealth Management LLC's portfolio in Q1 2026, its #54 holding.
  • 2,977 funds tracked by Wall St. Rank held Palantir as of Q1 2026.

Based on M Wealth Management LLC's 13F filing for Q1 2026, filed 15 May 2026.