SSWM
PLMR icon

Sheets Smith Wealth Management’s Palomar PLMR Stock Holding History

Sheets Smith Wealth Management’s Portfolio PLMR Stock Details PLMR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$547K Hold
4,327
– – 0.05% 286
2026
Q1 		$517K Sell
4,327
-12
-0.3% -$1.5K 0.06% 281
2025
Q4 		$585K Hold
4,339
– – 0.06% 257
2025
Q3 		$507K Sell
4,339
-1,897
-30% -$241K 0.06% 279
2025
Q2 		$962K Sell
6,236
-343
-5% -$53.1K 0.11% 171
2025
Q1 		$902K Hold
6,579
– – 0.11% 170
2024
Q4 		$695K Hold
6,579
– – 0.08% 204
2024
Q3 		$623K Hold
6,579
– – 0.08% 216
2024
Q2 		$534K Buy
+6,579
New +$536K 0.06% 233

Other funds holding PLMR

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PAM
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YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return