Smith Salley Wealth Management’s Palantir PLTR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$391K Buy
3,349
+297
+10% +$40.5K 0.02% 214
2026
Q1
$446K Sell
3,052
-302
-9% -$46.2K 0.02% 195
2025
Q4
$596K Buy
3,354
+2,133
+175% +$386K 0.03% 180
2025
Q3
$223K Sell
1,221
-914
-43% -$148K 0.01% 251
2025
Q2
$291K Buy
+2,135
New +$250K 0.02% 219

Other funds holding PLTR

Smith Salley Wealth Management's PLTR Position: Q2 2026 in Review

Smith Salley Wealth Management increased its Palantir (PLTR) stake by 9.7% in Q2 2026, buying an estimated $40.5K and bringing the position to 3,349 shares worth $391K. The position accounts for 0.02% of the portfolio, ranked #214.

Smith Salley Wealth Management first reported a position in PLTR in Q2 2025 and has held it in 5 quarters since. The position peaked at $596K in Q4 2025. 2,839 funds tracked by Wall St. Rank hold PLTR as of Q2 2026.

  • Smith Salley Wealth Management held 3,349 shares of Palantir worth $391K as of Q2 2026.
  • Smith Salley Wealth Management bought 297 Palantir shares in Q2 2026, an estimated $40.5K.
  • Palantir made up 0.02% of Smith Salley Wealth Management's portfolio in Q2 2026, its #214 holding.
  • Smith Salley Wealth Management first reported a position in Palantir in Q2 2025 and has held it in 5 quarters since.
  • Smith Salley Wealth Management's Palantir position peaked at $596K in Q4 2025.
  • 2,839 funds tracked by Wall St. Rank held Palantir as of Q2 2026.

Based on Smith Salley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.