Western Wealth Management’s Palantir PLTR Stock Holding History

Western Wealth Management’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	$8.31M	Buy	56,801 +5,427	+11%	+$830K	0.32%	52
2025 Q4	$9.13M	Sell	51,374 -801	-2%	-$145K	0.42%	43
2025 Q3	$9.52M	Buy	52,175 +12,108	+30%	+$1.96M	0.5%	38
2025 Q2	$5.46M	Buy	40,067 +3,167	+9%	+$371K	0.32%	59
2025 Q1	$3.11M	Sell	36,900 -4,179	-10%	-$367K	0.21%	100
2024 Q4	$3.11M	Sell	41,079 -5,133	-11%	-$299K	0.2%	98
2024 Q3	$1.72M	Sell	46,212 -15,997	-26%	-$491K	0.1%	211
2024 Q2	$1.58M	Buy	62,209 +1,610	+3%	+$36.3K	0.12%	158
2024 Q1	$1.39M	Buy	60,599 +25,405	+72%	+$541K	0.11%	176
2023 Q4	$604K	Buy	35,194 +7,125	+25%	+$127K	0.04%	365
2023 Q3	$449K	Buy	+28,069	New	+$447K	0.04%	412
2023 Q2	–	Sell	-33,076	Closed	-$280K	–	667
2023 Q1	$280K	Buy	33,076 +7,750	+31%	+$60.7K	0.03%	516
2022 Q4	$163K	Sell	25,326 -14,354	-36%	-$109K	0.02%	581
2022 Q3	$319K	Buy	39,680 +5,652	+17%	+$50.3K	0.02%	613
2022 Q2	$306K	Sell	34,028 -780	-2%	-$7.71K	0.02%	604
2022 Q1	$478K	Buy	+34,808	New	+$464K	0.02%	542
2021 Q2	$284K	Buy	+10,675	New	+$247K	0.03%	510

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

Western Wealth Management's PLTR Position: Q1 2026 in Review

Western Wealth Management increased its Palantir (PLTR) stake by 11% in Q1 2026, buying an estimated $830K and bringing the position to 56,801 shares worth $8.31M. The position accounts for 0.32% of the portfolio, ranked #52.

Western Wealth Management first reported a position in PLTR in Q2 2021 and has held it in 17 quarters since. The position peaked at $9.52M in Q3 2025. 2,977 funds tracked by Wall St. Rank hold PLTR as of Q1 2026.

Western Wealth Management held 56,801 shares of Palantir worth $8.31M as of Q1 2026.
Western Wealth Management bought 5,427 Palantir shares in Q1 2026, an estimated $830K.
Palantir made up 0.32% of Western Wealth Management's portfolio in Q1 2026, its #52 holding.
Western Wealth Management first reported a position in Palantir in Q2 2021 and has held it in 17 quarters since.
Western Wealth Management's Palantir position peaked at $9.52M in Q3 2025.
2,977 funds tracked by Wall St. Rank held Palantir as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.