CPC
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CFC Planning Company’s Meta Platforms (Facebook) META Stock Holding History

CFC Planning Company’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
2025
Q4 		– Sell
-100
Closed -$73.4K – 91
2025
Q3 		$73.4K Hold
100
– – 0.06% 91
2025
Q2 		$73.8K Hold
100
– – 0.07% 84
2025
Q1 		$57.6K Buy
+100
New +$64.5K 0.06% 77

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

CFC Planning Company's META Position: Q1 2026 in Review

CFC Planning Company increased its Meta Platforms (Facebook) (META) stake by 11% in Q1 2026, buying an estimated $115K and bringing the position to 1,778 shares worth $1.02M. The position accounts for 0.73% of the portfolio, ranked #39.

CFC Planning Company first reported a position in META in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.05M in Q4 2025. 5,069 funds tracked by Wall St. Rank hold META as of Q1 2026.

  • CFC Planning Company held 1,778 shares of Meta Platforms (Facebook) worth $1.02M as of Q1 2026.
  • CFC Planning Company bought 180 Meta Platforms (Facebook) shares in Q1 2026, an estimated $115K.
  • Meta Platforms (Facebook) made up 0.73% of CFC Planning Company's portfolio in Q1 2026, its #39 holding.
  • CFC Planning Company first reported a position in Meta Platforms (Facebook) in Q4 2024 and has held it in 6 quarters since.
  • CFC Planning Company's Meta Platforms (Facebook) position peaked at $1.05M in Q4 2025.
  • 5,069 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on CFC Planning Company's 13F filing for Q1 2026, filed 24 Apr 2026.