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

Comprehensive Financial 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	$3.33M	Sell	5,825 -1,804	-24%	-$1.16M	2.31%	7
2025 Q4	$5.04M	Sell	7,629 -2,308	-23%	-$1.54M	3.33%	7
2025 Q3	$7.3M	Buy	9,937 +929	+10%	+$691K	5%	3
2025 Q2	$6.65M	Buy	9,008 +322	+4%	+$199K	5.24%	2
2025 Q1	$5.01M	Buy	8,686 +430	+5%	+$277K	4.87%	3
2024 Q4	$4.83M	Buy	+8,256	New	+$4.85M	4.08%	4

Other funds holding META

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Comprehensive Financial Planning's META Position: Q1 2026 in Review

Comprehensive Financial Planning reduced its Meta Platforms (Facebook) (META) stake by 24% in Q1 2026, selling an estimated $1.16M and leaving 5,825 shares worth $3.33M. The position accounts for 2.31% of the portfolio, ranked #7.

Comprehensive Financial Planning first reported a position in META in Q4 2024 and has held it in 6 quarters since. The position peaked at $7.3M in Q3 2025. 5,064 funds tracked by Wall St. Rank hold META as of Q1 2026.

Comprehensive Financial Planning held 5,825 shares of Meta Platforms (Facebook) worth $3.33M as of Q1 2026.
Comprehensive Financial Planning sold 1,804 Meta Platforms (Facebook) shares in Q1 2026, an estimated $1.16M.
Meta Platforms (Facebook) made up 2.31% of Comprehensive Financial Planning's portfolio in Q1 2026, its #7 holding.
Comprehensive Financial Planning first reported a position in Meta Platforms (Facebook) in Q4 2024 and has held it in 6 quarters since.
Comprehensive Financial Planning's Meta Platforms (Facebook) position peaked at $7.3M in Q3 2025.
5,064 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Comprehensive Financial Planning's 13F filing for Q1 2026, filed 7 Apr 2026.