McAlister, Sweet & Associates, Inc. PLTR PALANTIR TECHNOLOGIES INC

Ownership history in McAlister, Sweet & Associates, Inc.  ·  4 quarters on record

AI Ownership Summary

McAlister, Sweet & Associates, Inc. reported PALANTIR TECHNOLOGIES INC (PLTR) in 4 quarterly 13F filings from 2025 Q2 through 2026 Q1. Peak portfolio weight reached 0.81% in 2025 Q2. The latest visible filing shows PLTR at 0.16% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this PLTR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was McAlister, Sweet & Associates, Inc.'s position in PALANTIR TECHNOLOGIES INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

PLTR was reported at 0.16% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.81% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How McAlister, Sweet & Associates, Inc. held PLTR — position size vs. price
% of Fund (quarterly)    PLTR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 1,714 +514 +42.8% 0.16% $251K 2026-05-15 (Est.) $133.99
2025 Q4 UNCHANGED 1,200 0% 0.16% $213K 2026-01-02 $167.86
2025 Q3 REDUCED 82.1% +1.0% 1,200 -5,500 -82.1% 0.14% $219K 2025-10-02 $187.05
2025 Q2 INITIATED 6,700 0.81% $913K 2025-07-02 $132.12

FAQ About McAlister, Sweet & Associates, Inc. and PLTR

These are the practical questions this page is built to answer before you even open the full history table.

How long has McAlister, Sweet & Associates, Inc. reported owning PLTR?

McAlister, Sweet & Associates, Inc. reported PLTR across 4 quarterly 13F filings, from 2025 Q2 through 2026 Q1.

What was the largest reported PLTR position in McAlister, Sweet & Associates, Inc.'s portfolio?

The largest reported portfolio weight for PLTR was 0.81% in 2025 Q2.

What is the latest reported PLTR position on this page?

The most recent filing on this page is 2026 Q1, when McAlister, Sweet & Associates, Inc. reported 1,714 shares, equal to 0.16% of portfolio, with an estimated market value of $251K.

What does the chart on this PLTR ownership page compare?

The chart compares McAlister, Sweet & Associates, Inc.'s quarterly PLTR portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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