SEC 13F Intelligence

Capwealth Advisors, LLC / PLTR

Capwealth Advisors, LLC’s Palantir Technologies Inc Position

Does Capwealth Advisors, LLC own Palantir Technologies Inc (PLTR)? Yes141.4K shares worth $21M (+1.54% of its 13F portfolio) as of Q1 2026, down from 290.4K shares the prior filed quarter.

Position Value
$21M
Q1 2026
Shares
141.4K
% of Portfolio
+1.54%
Quarters Held
20
currently held

Position History PLTR

Reported value by quarter
Q2 ’21: $11MQ2 ’21Q3 ’21: $10MQ4 ’21: $8MQ1 ’22: $6MQ1 ’22Q2 ’22: $6MQ3 ’22: $5MQ4 ’22: $3MQ4 ’22Q1 ’23: $4MQ2 ’23: $8MQ3 ’23: $9MQ3 ’23Q4 ’23: $9MQ1 ’24: $12MQ2 ’24: $13MQ2 ’24Q3 ’24: $20MQ4 ’24: $39MQ1 ’25: $35MQ1 ’25Q2 ’25: $56MQ3 ’25: $117MQ4 ’25: $52MQ4 ’25Q1 ’26: $21Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026141.4K$21M+1.54%
Q4 2025290.4K$52M+3.53%
Q3 2025641.8K$117M+4.55%
Q2 2025409.8K$56M+5.50%
Q1 2025417.1K$35M+3.81%
Q4 2024517.6K$39M+4.29%
Q3 2024533.6K$20M+2.16%
Q2 2024516.7K$13M+1.65%
Q1 2024526.1K$12M+1.36%
Q4 2023526.4K$9M+1.10%
Q3 2023536.9K$9M+1.10%
Q2 2023538.6K$8M+1.01%
Q1 2023531.5K$4M+0.56%
Q4 2022534.3K$3M+0.40%
Q3 2022650.5K$5M+0.70%
Q2 2022624.7K$6M+0.68%
Q1 2022417.1K$6M+0.59%
Q4 2021413.1K$8M+0.77%
Q3 2021410.4K$10M+1.08%
Q2 2021407.7K$11M+1.17%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Capwealth Advisors, LLC’s full portfolio or all institutional holders of PLTR.