CPL
META icon

Capital & Planning LLC’s Meta Platforms (Facebook) META Stock Holding History

Capital & Planning LLC’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 		$4.37M Buy
7,766
+1,299
+20% +$794K 2.26% 15
2026
Q1 		$3.7M Buy
+6,467
New +$4.14M 2.24% 15
2025
Q4 		– Sell
-5,223
Closed -$3.84M – 25
2025
Q3 		$3.84M Buy
5,223
+1,000
+24% +$744K 2.37% 14
2025
Q2 		$3.12M Buy
4,223
+406
+11% +$251K 2.12% 14
2025
Q1 		$2.2M Buy
3,817
+898
+31% +$579K 1.63% 17
2024
Q4 		$1.71M Buy
+2,919
New +$1.71M 1.25% 20

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 $3.38T AUM 44.17% 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

Capital & Planning LLC's META Position: Q2 2026 in Review

Capital & Planning LLC increased its Meta Platforms (Facebook) (META) stake by 20% in Q2 2026, buying an estimated $794K and bringing the position to 7,766 shares worth $4.37M. The position accounts for 2.26% of the portfolio, ranked #15.

Capital & Planning LLC first reported a position in META in Q4 2024 and has held it in 6 quarters since. 5,087 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Capital & Planning LLC held 7,766 shares of Meta Platforms (Facebook) worth $4.37M as of Q2 2026.
  • Capital & Planning LLC bought 1,299 Meta Platforms (Facebook) shares in Q2 2026, an estimated $794K.
  • Meta Platforms (Facebook) made up 2.26% of Capital & Planning LLC's portfolio in Q2 2026, its #15 holding.
  • Capital & Planning LLC first reported a position in Meta Platforms (Facebook) in Q4 2024 and has held it in 6 quarters since.
  • 5,087 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Capital & Planning LLC's 13F filing for Q2 2026, filed 2 Sep 2026.