Trump-linked investment accounts trim Palantir and add Western Digital, according to new disclosure

Investment accounts associated with Donald Trump made hundreds of stock trades in the first quarter and, in that activity, reportedly sold shares of Palantir Technologies while buying a new AI-related position in Western Digital, according to reporting cited by Yahoo Finance on July 6, 2026.

Yahoo Finance said the disclosure showed 3,642 stock trades during the quarter. Within that list of transactions, Palantir, a U.S.-listed company whose software is used for data integration and analytics, was among the holdings sold.

The same reporting said the accounts also bought Western Digital, a maker of data storage and infrastructure that investors often associate with the broader compute and data buildout underpinning artificial intelligence workloads.

The development is being framed by market observers as part of a longer-running shift in investor focus toward companies tied to the AI supply chain. The Yahoo-linked writeup and its headline characterize the Western Digital purchase as a position that has risen dramatically since 2023, indicating that the holding was already in favor by the time it was added.

Palantir, for its part, sells software platforms designed to help organizations consolidate data and deploy analytics for government and commercial customers. In markets conversations, Palantir is often grouped with “AI” companies, though its emphasis is on applied analytics and decision systems built around customer data rather than selling a single general-purpose model.

For shareholders, it is important to separate political-linked personal trading from company fundamentals. Changes in a high-profile investor’s portfolio do not automatically reflect a view of Palantir’s near-term financial outlook, particularly because the disclosure does not, in the cited reporting, provide the rationale for individual buys or sells.

The reporting also does not specify whether Palantir’s sale was a complete exit or a partial reduction, nor does it disclose the number of shares, price levels, or whether similar transactions occurred outside the first quarter window described in the disclosure.

What to watch next is whether Palantir’s customer demand, contract wins, and earnings disclosures during the coming quarters show momentum that would be consistent with renewed institutional interest, regardless of what any single prominent investor does with their personal portfolio.