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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 		$395K Buy
+2,700
New +$413K 0.03% 217

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. 2,977 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.
  • 2,977 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.