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

Capital 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
-436
Closed -$284K – 86
2025
Q4 		$284K Hold
436
– – 0.08% 75
2025
Q3 		$320K Hold
436
– – 0.09% 66
2025
Q2 		$322K Buy
+436
New +$269K 0.1% 59

Other funds holding META

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capital Planning's META Position: Q1 2026 in Review

Capital Planning sold out of Meta Platforms (Facebook) (META) in Q1 2026, closing a stake of 436 shares — an estimated $284K sold.

Capital Planning first reported a position in META in Q2 2025 and held it in 3 quarters. The position peaked at $322K in Q2 2025. 5,067 funds tracked by Wall St. Rank hold META as of Q1 2026.

  • Capital Planning reported no remaining Meta Platforms (Facebook) position as of Q1 2026 after selling out during the quarter.
  • Capital Planning sold 436 Meta Platforms (Facebook) shares in Q1 2026, an estimated $284K.
  • Capital Planning first reported a position in Meta Platforms (Facebook) in Q2 2025 and held it in 3 quarters.
  • Capital Planning's Meta Platforms (Facebook) position peaked at $322K in Q2 2025.
  • 5,067 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

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