Focused Wealth Management, Inc
Position in PLTR — Palantir Technologies Inc.
CIK 1586052
Newburgh, NY
Position in PLTR
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,186,533
-$330,536 QoQ
Shares Held
10,170
-1.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#1,287
of 2,816 holders
Holding Since
Sep 2020
24 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PLTR Over Time
Shares Held
Position Value (USD)
Derivatives in PLTR
reported options exposure · as of Mar 31, 2026CallValue
$351,072
CallShares
2,400
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Focused Wealth Management, Inc holds $14,231,436 across 9 Software - Infrastructure names. PLTR ranks #3 (8.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
22,779 | $8,497,022 | |
| 2 | PANW |
Palo Alto Networks Inc
|
3,563 | $1,215,054 | |
| 3 | PLTR |
Palantir Technologies Inc.
This page
|
10,170 | $1,186,533 | |
| 4 | CRWV |
CoreWeave, Inc.
|
10,638 | $1,058,906 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
3,848 | $734,140 | |
| 6 | ORCL |
Oracle Corp
|
4,381 | $642,035 | |
| 7 | NET |
Cloudflare, Inc.
|
1,424 | $349,278 | |
| 8 | TWLO |
Twilio Inc
|
1,560 | $321,874 |
All Filings in PLTR
Export CSV
29 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,186,533 | 10,170 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,517,069 | 10,371 | Shares | Sole | 2026-04-20 | |
| 2026-03-31 | $351,072 | 2,400 | Call | Sole | 2026-04-20 | |
| 2025-12-31 | $1,743,905 | 9,811 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $1,800,120 | 9,868 | Shares | Sole | 2025-10-10 | |
| 2025-09-30 | $218,904 | 1,200 | Call | Sole | 2025-10-10 | |
| 2025-06-30 | $1,332,119 | 9,772 | Shares | Sole | 2025-07-15 | |
| 2025-06-30 | $218,112 | 1,600 | Call | Sole | 2025-07-15 | |
| 2025-03-31 | $816,823 | 9,678 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $864,526 | 11,431 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $425,940 | 11,450 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $288,635 | 11,395 | Shares | Sole | 2024-07-30 | |
| 2024-06-30 | $126,650 | 5,000 | Call | Sole | 2024-07-30 | |
| 2024-03-31 | $11,550 | 5,000 | Call | Sole | 2024-05-08 | |
| 2024-03-31 | $261,853 | 11,380 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $179,890 | 10,477 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $167,632 | 10,477 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $161,762 | 10,552 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $282,458 | 33,427 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $129,459 | 20,165 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $464,109 | 57,086 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $441,972 | 48,729 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $457,826 | 33,345 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $645,143 | 35,428 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $752,668 | 31,309 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $809,067 | 30,693 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $308,126 | 13,230 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $9,420 | 400 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $3,800 | 400 | Shares | Sole | 2020-10-19 | |
| No filing history on record for this holder in this stock. | ||||||