GRIMES & Co WEALTH MANAGEMENT, LLC
Position in PLTR — Palantir Technologies Inc.
CIK 1321993
WESTBOROUGH, MA
Position in PLTR
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$503,897
-$737,435 QoQ
Shares Held
4,319
-49.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,800
of 2,821 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PLTR Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026GRIMES & Co WEALTH MANAGEMENT, LLC holds $72,133,367 across 8 Software - Infrastructure names. PLTR ranks #7 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
177,461 | $66,196,501 | |
| 2 | ORCL |
Oracle Corp
|
13,047 | $1,912,036 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
28,160 | $1,343,125 | |
| 4 | PANW |
Palo Alto Networks Inc
|
2,270 | $774,114 | |
| 5 | FFIV |
F5, Inc.
|
1,423 | $591,910 | |
| 6 | CHKP |
Check Point Software Technologies Ltd
|
4,345 | $571,063 | |
| 7 | PLTR |
Palantir Technologies Inc.
This page
|
4,319 | $503,897 | |
| 8 | FTNT |
Fortinet, Inc.
|
1,567 | $240,721 |
All Filings in PLTR
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $503,897 | 4,319 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $1,241,332 | 8,486 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $2,404,424 | 13,527 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $2,032,706 | 11,143 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $464,578 | 3,408 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $260,458 | 3,086 | Shares | Sole | 2025-04-17 | |
| No filing history on record for this holder in this stock. | ||||||