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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$43.3M Sell
76,940
-3,020
-4% -$1.85M 0.22% 42
2026
Q1
$45.7M Sell
79,960
-753,123
-90% -$483M 0.25% 33
2025
Q4
$546M Buy
833,083
+66,974
+9% +$44.7M 3.54% 14
2025
Q3
$563M Sell
766,109
-194,492
-20% -$145M 3.97% 13
2025
Q2
$709M Buy
960,601
+200,167
+26% +$124M 5.59% 1
2025
Q1
$438M Buy
760,434
+177,645
+30% +$115M 3.8% 15
2024
Q4
$341M Buy
582,789
+192,929
+49% +$113M 3.16% 16
2024
Q3
$223M Buy
389,860
+377,888
+3,156% +$194M 2.08% 22
2024
Q2
$6.04M Buy
11,972
+330
+3% +$160K 0.06% 33
2024
Q1
$5.65M Sell
11,642
-3,172
-21% -$1.41M 0.06% 35
2023
Q4
$5.24M Sell
14,814
-936
-6% -$305K 0.06% 36
2023
Q3
$4.73M Buy
15,750
+2,599
+20% +$783K 0.06% 32
2023
Q2
$3.77M Hold
13,151
0.05% 32
2023
Q1
$2.79M Sell
13,151
-4,092
-24% -$697K 0.04% 32
2022
Q4
$2.08M Buy
17,243
+6,304
+58% +$740K 0.03% 40
2022
Q3
$1.48M Sell
10,939
-585
-5% -$94.8K 0.03% 45
2022
Q2
$1.86M Buy
11,524
+4,121
+56% +$795K 0.04% 37
2022
Q1
$1.65M Sell
7,403
-585
-7% -$146K 0.03% 41
2021
Q4
$2.69M Buy
7,988
+352
+5% +$117K 0.06% 35
2021
Q3
$2.59M Sell
7,636
-613
-7% -$221K 0.07% 31
2021
Q2
$2.87M Sell
8,249
-19
-0.2% -$6.09K 0.08% 36
2021
Q1
$2.44M Buy
8,268
+365
+5% +$98.3K 0.08% 36
2020
Q4
$2.17M Sell
7,903
-1,141
-13% -$313K 0.08% 36
2020
Q3
$2.37M Sell
9,044
-223
-2% -$57.5K 0.12% 35
2020
Q2
$2.1M Sell
9,267
-4,277
-32% -$893K 0.12% 35
2020
Q1
$2.26M Sell
13,544
-1,156
-8% -$226K 0.14% 46
2019
Q4
$3.02M Sell
14,700
-1,695
-10% -$328K 0.18% 40
2019
Q3
$3.06M Sell
16,395
-1,565
-9% -$297K 0.19% 42
2019
Q2
$3.47M Buy
17,960
+10,960
+157% +$2M 0.25% 39
2019
Q1
$1.17M Hold
7,000
0.77% 28
2018
Q4
$918K Hold
7,000
0.61% 29
2018
Q3
$1.15M Hold
7,000
0.79% 31
2018
Q2
$1.36M Hold
7,000
0.95% 25
2018
Q1
$1.12M Buy
+7,000
New +$1.26M 0.78% 27
2017
Q4
Sell
-8,984
Closed -$1.53M 141
2017
Q3
$1.53M Sell
8,984
-110
-1% -$18.4K 1.21% 15
2017
Q2
$1.37M Buy
9,094
+110
+1% +$16.4K 0.22% 44
2017
Q1
$1.28M Sell
8,984
-2,500
-22% -$334K 1.08% 15
2016
Q4
$1.32M Buy
11,484
+500
+5% +$61.4K 1.17% 14
2016
Q3
$1.41M Hold
10,984
1.09% 20
2016
Q2
$1.25M Hold
10,984
0.95% 23
2016
Q1
$1.25M Hold
10,984
0.9% 27
2015
Q4
$1.15M Buy
10,984
+2,000
+22% +$205K 1.05% 28
2015
Q3
$817K Hold
8,984
0.65% 36
2015
Q2
$771K Hold
8,984
0.46% 49
2015
Q1
$739K Hold
8,984
0.38% 54
2014
Q4
$701K Hold
8,984
0.33% 62
2014
Q3
$710K Hold
8,984
0.29% 65
2014
Q2
$605K Hold
8,984
0.22% 72
2014
Q1
$541K Buy
+8,984
New +$569K 0.23% 71
2013
Q4
Sell
-8,984
Closed -$451K 108
2013
Q3
$451K Buy
+8,984
New +$334K 0.2% 80

Other funds holding META

Capital Wealth Planning's META Position: Q2 2026 in Review

Capital Wealth Planning reduced its Meta Platforms (Facebook) (META) stake by 3.8% in Q2 2026, selling an estimated $1.85M and leaving 76,940 shares worth $43.3M. The position accounts for 0.22% of the portfolio, ranked #42.

Capital Wealth Planning first reported a position in META in Q3 2013 and has held it in 50 quarters since. The position peaked at $709M in Q2 2025. 5,050 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Capital Wealth Planning held 76,940 shares of Meta Platforms (Facebook) worth $43.3M as of Q2 2026.
  • Capital Wealth Planning sold 3,020 Meta Platforms (Facebook) shares in Q2 2026, an estimated $1.85M.
  • Meta Platforms (Facebook) made up 0.22% of Capital Wealth Planning's portfolio in Q2 2026, its #42 holding.
  • Capital Wealth Planning first reported a position in Meta Platforms (Facebook) in Q3 2013 and has held it in 50 quarters since.
  • Capital Wealth Planning's Meta Platforms (Facebook) position peaked at $709M in Q2 2025.
  • 5,050 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Capital Wealth Planning's 13F filing for Q2 2026, filed 14 Aug 2026.