CPL
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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
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 $3.37T 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

Capital & Planning LLC's META Position: Q1 2026 in Review

Capital & Planning LLC opened a new position in Meta Platforms (Facebook) (META) in Q1 2026: 6,467 shares worth $3.7M. The stake represents 2.24% of the portfolio and ranks #15 among its holdings. This is a return to the name: Capital & Planning LLC previously reported a position in META as recently as Q3 2025.

Capital & Planning LLC first reported a position in META in Q4 2024 and has held it in 5 quarters since. The position peaked at $3.84M in Q3 2025. 5,087 funds tracked by Wall St. Rank hold META as of Q1 2026.

  • Capital & Planning LLC held 6,467 shares of Meta Platforms (Facebook) worth $3.7M as of Q1 2026.
  • Meta Platforms (Facebook) was a new Capital & Planning LLC position in Q1 2026.
  • Meta Platforms (Facebook) made up 2.24% of Capital & Planning LLC's portfolio in Q1 2026, its #15 holding.
  • Capital & Planning LLC first reported a position in Meta Platforms (Facebook) in Q4 2024 and has held it in 5 quarters since.
  • Capital & Planning LLC's Meta Platforms (Facebook) position peaked at $3.84M in Q3 2025.
  • 5,087 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Capital & Planning LLC's 13F filing for Q1 2026, filed 18 May 2026.