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Asset Planning Inc’s Meta Platforms (Facebook) META Stock Holding History

Asset Planning Inc’s Portfolio META Stock Details META Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$374K Hold
663
– – 0.24% 63
2026
Q1 		$379K Hold
663
– – 0.27% 52
2025
Q4 		$438K Sell
663
-70
-10% -$46.7K 0.31% 50
2025
Q3 		$539K Hold
733
– – 0.39% 45
2025
Q2 		$541K Hold
733
– – 0.41% 42
2025
Q1 		$423K Buy
733
+15
+2% +$9.68K 0.33% 47
2024
Q4 		$420K Buy
+718
New +$421K 0.32% 50

Other funds holding META

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Asset Planning Inc's META Position: Q2 2026 in Review

Asset Planning Inc held its Meta Platforms (Facebook) (META) position steady in Q2 2026 at 663 shares worth $374K. The position accounts for 0.24% of the portfolio, ranked #63.

Asset Planning Inc first reported a position in META in Q4 2024 and has held it in 7 quarters since. The position peaked at $541K in Q2 2025. 5,038 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Asset Planning Inc held 663 shares of Meta Platforms (Facebook) worth $374K as of Q2 2026.
  • Asset Planning Inc left its Meta Platforms (Facebook) share count unchanged in Q2 2026.
  • Meta Platforms (Facebook) made up 0.24% of Asset Planning Inc's portfolio in Q2 2026, its #63 holding.
  • Asset Planning Inc first reported a position in Meta Platforms (Facebook) in Q4 2024 and has held it in 7 quarters since.
  • Asset Planning Inc's Meta Platforms (Facebook) position peaked at $541K in Q2 2025.
  • 5,038 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Asset Planning Inc's 13F filing for Q2 2026, filed 27 Jul 2026.