Wellington Shields & Co’s Palantir PLTR Stock Holding History

Wellington Shields & Co’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	$2.1M	Sell	14,359 -1,375	-9%	-$210K	0.54%	48
2025 Q4	$2.8M	Hold	15,734	–	–	0.69%	33
2025 Q3	$2.87M	Sell	15,734 -945	-6%	-$153K	0.75%	30
2025 Q2	$2.27M	Buy	16,679 +1,130	+7%	+$133K	0.64%	36
2025 Q1	$1.31M	Sell	15,549 -150	-1%	-$13.2K	0.41%	58
2024 Q4	$1.19M	Buy	15,699 +8,650	+123%	+$504K	0.36%	62
2024 Q3	$262K	Buy	7,049 +260	+4%	+$7.98K	0.08%	192
2024 Q2	$172K	Sell	6,789 -2,500	-27%	-$56.3K	0.06%	224
2024 Q1	$214K	Buy	+9,289	New	+$198K	0.07%	203

Other funds holding PLTR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Shields & Co's PLTR Position: Q1 2026 in Review

Wellington Shields & Co reduced its Palantir (PLTR) stake by 8.7% in Q1 2026, selling an estimated $210K and leaving 14,359 shares worth $2.1M. The position accounts for 0.54% of the portfolio, ranked #48.

Wellington Shields & Co first reported a position in PLTR in Q1 2024 and has held it in 9 quarters since. The position peaked at $2.87M in Q3 2025. 2,977 funds tracked by Wall St. Rank hold PLTR as of Q1 2026.

Wellington Shields & Co held 14,359 shares of Palantir worth $2.1M as of Q1 2026.
Wellington Shields & Co sold 1,375 Palantir shares in Q1 2026, an estimated $210K.
Palantir made up 0.54% of Wellington Shields & Co's portfolio in Q1 2026, its #48 holding.
Wellington Shields & Co first reported a position in Palantir in Q1 2024 and has held it in 9 quarters since.
Wellington Shields & Co's Palantir position peaked at $2.87M in Q3 2025.
2,977 funds tracked by Wall St. Rank held Palantir as of Q1 2026.

Based on Wellington Shields & Co's 13F filing for Q1 2026, filed 4 May 2026.