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ATX Financial Planning’s Meta Platforms (Facebook) META Stock Holding History

ATX Financial Planning’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
Q1 		– Sell
-1,324
Closed -$874K – 88
2025
Q4 		$874K Buy
+1,324
New +$884K 0.67% 42

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

ATX Financial Planning's META Position: Q1 2026 in Review

ATX Financial Planning sold out of Meta Platforms (Facebook) (META) in Q1 2026, closing a stake of 1,324 shares — an estimated $874K sold.

ATX Financial Planning first reported a position in META in Q4 2025 and held it in 1 quarter. The position peaked at $874K in Q4 2025. 5,087 funds tracked by Wall St. Rank hold META as of Q1 2026.

  • ATX Financial Planning reported no remaining Meta Platforms (Facebook) position as of Q1 2026 after selling out during the quarter.
  • ATX Financial Planning sold 1,324 Meta Platforms (Facebook) shares in Q1 2026, an estimated $874K.
  • ATX Financial Planning first reported a position in Meta Platforms (Facebook) in Q4 2025 and held it in 1 quarter.
  • ATX Financial Planning's Meta Platforms (Facebook) position peaked at $874K in Q4 2025.
  • 5,087 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on ATX Financial Planning's 13F filing for Q1 2026, filed 30 Apr 2026.