PBMares Wealth Management’s Palantir PLTR Stock Holding History

PBMares 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
2025 Q3	$277K	Buy	+1,520	New	+$246K	0.04%	158

Other funds holding PLTR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PBMares Wealth Management's PLTR Position: Q3 2025 in Review

PBMares Wealth Management opened a new position in Palantir (PLTR) in Q3 2025: 1,520 shares worth $277K. The stake represents 0.04% of the portfolio and ranks #158 among its holdings.

2,831 funds tracked by Wall St. Rank hold PLTR as of Q3 2025.

PBMares Wealth Management held 1,520 shares of Palantir worth $277K as of Q3 2025.
Palantir was a new PBMares Wealth Management position in Q3 2025.
Palantir made up 0.04% of PBMares Wealth Management's portfolio in Q3 2025, its #158 holding.
2,831 funds tracked by Wall St. Rank held Palantir as of Q3 2025.

Based on PBMares Wealth Management's 13F filing for Q3 2025, filed 27 Oct 2025.