PCM
PLTR icon

Poehling Capital Management’s Palantir PLTR Stock Holding History

Poehling Capital 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 		$298K Buy
2,558
+476
+23% +$64.9K 0.06% 134
2026
Q1 		$305K Sell
2,082
-1,271
-38% -$194K 0.06% 126
2025
Q4 		$596K Sell
3,353
-1,269
-27% -$230K 0.12% 94
2025
Q3 		$843K Sell
4,622
-250
-5% -$40.5K 0.18% 84
2025
Q2 		$664K Sell
4,872
-223
-4% -$26.2K 0.16% 85
2025
Q1 		$430K Buy
5,095
+2,083
+69% +$183K 0.11% 98
2024
Q4 		$228K Buy
+3,012
New +$175K 0.06% 128

Other funds holding PLTR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Poehling Capital Management's PLTR Position: Q2 2026 in Review

Poehling Capital Management increased its Palantir (PLTR) stake by 23% in Q2 2026, buying an estimated $64.9K and bringing the position to 2,558 shares worth $298K. The position accounts for 0.06% of the portfolio, ranked #134.

Poehling Capital Management first reported a position in PLTR in Q4 2024 and has held it in 7 quarters since. The position peaked at $843K in Q3 2025. 2,845 funds tracked by Wall St. Rank hold PLTR as of Q2 2026.

  • Poehling Capital Management held 2,558 shares of Palantir worth $298K as of Q2 2026.
  • Poehling Capital Management bought 476 Palantir shares in Q2 2026, an estimated $64.9K.
  • Palantir made up 0.06% of Poehling Capital Management's portfolio in Q2 2026, its #134 holding.
  • Poehling Capital Management first reported a position in Palantir in Q4 2024 and has held it in 7 quarters since.
  • Poehling Capital Management's Palantir position peaked at $843K in Q3 2025.
  • 2,845 funds tracked by Wall St. Rank held Palantir as of Q2 2026.

Based on Poehling Capital Management's 13F filing for Q2 2026, filed 20 Jul 2026.