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

Consolidated Planning Corp’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
Q2 		$1.89M Sell
3,354
-162
-5% -$99.1K 0.25% 61
2026
Q1 		$2.01M Sell
3,516
-9,907
-74% -$6.35M 0.33% 57
2025
Q4 		$8.86M Sell
13,423
-74
-0.5% -$49.4K 0.89% 27
2025
Q3 		$9.91M Sell
13,497
-214
-2% -$159K 1.05% 21
2025
Q2 		$10.1M Buy
13,711
+259
+2% +$160K 1.27% 22
2025
Q1 		$7.75M Buy
13,452
+102
+0.8% +$65.8K 1.07% 26
2024
Q4 		$7.82M Buy
13,350
+373
+3% +$219K 1.06% 28
2024
Q3 		$7.43M Buy
12,977
+1,185
+10% +$610K 1.1% 24
2024
Q2 		$5.95M Buy
11,792
+607
+5% +$295K 0.98% 30
2024
Q1 		$5.43M Buy
11,185
+441
+4% +$197K 0.93% 33
2023
Q4 		$3.8M Buy
10,744
+308
+3% +$100K 0.71% 44
2023
Q3 		$3.13M Buy
10,436
+7,004
+204% +$2.11M 0.69% 49
2023
Q2 		$985K Sell
3,432
-134
-4% -$33.1K 0.21% 92
2023
Q1 		$756K Buy
3,566
+552
+18% +$94K 0.2% 81
2022
Q4 		$363K Hold
3,014
– – 0.1% 92
2022
Q3 		$409K Sell
3,014
-2,121
-41% -$344K 0.13% 81
2022
Q2 		$828K Buy
5,135
+1,882
+58% +$363K 0.26% 75
2022
Q1 		$723K Sell
3,253
-84
-3% -$21K 0.5% 23
2021
Q4 		$1.12M Sell
3,337
-4
-0.1% -$1.33K 0.72% 20
2021
Q3 		$1.13M Hold
3,341
– – 0.74% 19
2021
Q2 		$1.16M Buy
3,341
+48
+1% +$15.4K 0.86% 18
2021
Q1 		$969K Hold
3,293
– – 0.62% 20
2020
Q4 		$899K Buy
3,293
+71
+2% +$19.5K 0.59% 23
2020
Q3 		$843K Buy
3,222
+73
+2% +$18.8K 0.63% 21
2020
Q2 		$715K Sell
3,149
-24
-0.8% -$5.01K 0.7% 21
2020
Q1 		$529K Hold
3,173
– – 0.66% 23
2019
Q4 		$651K Buy
+3,173
New +$615K 0.64% 19

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Consolidated Planning Corp's META Position: Q2 2026 in Review

Consolidated Planning Corp reduced its Meta Platforms (Facebook) (META) stake by 4.6% in Q2 2026, selling an estimated $99.1K and leaving 3,354 shares worth $1.89M. The position accounts for 0.25% of the portfolio, ranked #61.

Consolidated Planning Corp first reported a position in META in Q4 2019 and has held it in 27 quarters since. The position peaked at $10.1M in Q2 2025. 5,055 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Consolidated Planning Corp held 3,354 shares of Meta Platforms (Facebook) worth $1.89M as of Q2 2026.
  • Consolidated Planning Corp sold 162 Meta Platforms (Facebook) shares in Q2 2026, an estimated $99.1K.
  • Meta Platforms (Facebook) made up 0.25% of Consolidated Planning Corp's portfolio in Q2 2026, its #61 holding.
  • Consolidated Planning Corp first reported a position in Meta Platforms (Facebook) in Q4 2019 and has held it in 27 quarters since.
  • Consolidated Planning Corp's Meta Platforms (Facebook) position peaked at $10.1M in Q2 2025.
  • 5,055 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Consolidated Planning Corp's 13F filing for Q2 2026, filed 24 Jul 2026.