Position in PLTR
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$770,372
+$41,167 QoQ
Shares Held
6,603
+32.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.73%
of 13F equity value
Holder Rank
#1,514
of 2,821 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PLTR Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026BXM Wealth LLC holds $6,296,945 across 7 Software - Infrastructure names. PLTR ranks #4 (12.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
6,588 | $2,457,455 | |
| 2 | ORCL |
Oracle Corp
|
8,380 | $1,228,089 | |
| 3 | FTNT |
Fortinet, Inc.
|
5,500 | $844,910 | |
| 4 | PLTR |
Palantir Technologies Inc.
This page
|
6,603 | $770,372 | |
| 5 | PANW |
Palo Alto Networks Inc
|
1,968 | $671,127 | |
| 6 | MDB |
MongoDB, Inc.
|
725 | $243,527 | |
| 7 | CRWD |
CrowdStrike Holdings, Inc.
|
1,708 | $81,465 |
All Filings in PLTR
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $770,372 | 6,603 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $729,205 | 4,985 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $2,431,264 | 13,678 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $1,017,903 | 5,580 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $627,753 | 4,605 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $347,728 | 4,120 | Shares | Sole | 2025-04-30 | |
| No filing history on record for this holder in this stock. | ||||||