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SFMG Wealth Advisors’s Palantir PLTR Stock Holding History

SFMG Wealth Advisors’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 		$2.61M Buy
17,871
+945
+6% +$144K 0.18% 61
2025
Q4 		$3.01M Buy
16,926
+3,247
+24% +$588K 0.2% 55
2025
Q3 		$2.5M Sell
13,679
-1,637
-11% -$265K 0.17% 62
2025
Q2 		$2.09M Sell
15,316
-156
-1% -$18.3K 0.16% 68
2025
Q1 		$1.31M Sell
15,472
-23,049
-60% -$2.02M 0.1% 91
2024
Q4 		$2.91M Sell
38,521
-12,760
-25% -$743K 0.23% 56
2024
Q3 		$1.91M Buy
51,281
+25
+0% +$767 0.15% 69
2024
Q2 		$1.3M Sell
51,256
-6,342
-11% -$143K 0.11% 80
2024
Q1 		$1.33M Buy
57,598
+6,229
+12% +$133K 0.11% 83
2023
Q4 		$882K Sell
51,369
-5,511
-10% -$98.2K 0.08% 93
2023
Q3 		$910K Buy
56,880
+32,398
+132% +$516K 0.09% 89
2023
Q2 		$375K Buy
24,482
+968
+4% +$11K 0.04% 150
2023
Q1 		$199K Buy
23,514
+25
+0.1% +$196 0.02% 235
2022
Q4 		$151K Sell
23,489
-21,202
-47% -$161K 0.02% 238
2022
Q3 		$361K Buy
44,691
+1,908
+4% +$17K 0.04% 153
2022
Q2 		$388K Buy
42,783
+1,047
+3% +$10.3K 0.05% 152
2022
Q1 		$573K Buy
41,736
+11,422
+38% +$152K 0.06% 129
2021
Q4 		$552K Sell
30,314
-3,851
-11% -$85K 0.05% 142
2021
Q3 		$821K Sell
34,165
-191
-0.6% -$4.66K 0.09% 100
2021
Q2 		$906K Buy
34,356
+8,214
+31% +$190K 0.1% 96
2021
Q1 		$609K Buy
26,142
+7,138
+38% +$196K 0.07% 119
2020
Q4 		$448K Buy
+19,004
New +$340K 0.06% 133

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

SFMG Wealth Advisors's PLTR Position: Q1 2026 in Review

SFMG Wealth Advisors increased its Palantir (PLTR) stake by 5.6% in Q1 2026, buying an estimated $144K and bringing the position to 17,871 shares worth $2.61M. The position accounts for 0.18% of the portfolio, ranked #61.

SFMG Wealth Advisors first reported a position in PLTR in Q4 2020 and has held it in 22 quarters since. The position peaked at $3.01M in Q4 2025. 2,979 funds tracked by Wall St. Rank hold PLTR as of Q1 2026.

  • SFMG Wealth Advisors held 17,871 shares of Palantir worth $2.61M as of Q1 2026.
  • SFMG Wealth Advisors bought 945 Palantir shares in Q1 2026, an estimated $144K.
  • Palantir made up 0.18% of SFMG Wealth Advisors's portfolio in Q1 2026, its #61 holding.
  • SFMG Wealth Advisors first reported a position in Palantir in Q4 2020 and has held it in 22 quarters since.
  • SFMG Wealth Advisors's Palantir position peaked at $3.01M in Q4 2025.
  • 2,979 funds tracked by Wall St. Rank held Palantir as of Q1 2026.

Based on SFMG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.