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

Cornerstone 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
Q2 		$4.69M Buy
8,322
+54
+0.7% +$33K 1.08% 29
2026
Q1 		$4.73M Buy
8,268
+569
+7% +$365K 1.07% 26
2025
Q4 		$5.1M Buy
+7,699
New +$5.14M 1.18% 25
2024
Q4 		$3.9M Buy
+6,666
New +$3.91M 1.49% 10

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

Cornerstone Planning's META Position: Q2 2026 in Review

Cornerstone Planning increased its Meta Platforms (Facebook) (META) stake by 0.65% in Q2 2026, buying an estimated $33K and bringing the position to 8,322 shares worth $4.69M. The position accounts for 1.08% of the portfolio, ranked #29.

Cornerstone Planning first reported a position in META in Q4 2024 and has held it in 4 quarters since. The position peaked at $5.1M in Q4 2025. 5,031 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Cornerstone Planning held 8,322 shares of Meta Platforms (Facebook) worth $4.69M as of Q2 2026.
  • Cornerstone Planning bought 54 Meta Platforms (Facebook) shares in Q2 2026, an estimated $33K.
  • Meta Platforms (Facebook) made up 1.08% of Cornerstone Planning's portfolio in Q2 2026, its #29 holding.
  • Cornerstone Planning first reported a position in Meta Platforms (Facebook) in Q4 2024 and has held it in 4 quarters since.
  • Cornerstone Planning's Meta Platforms (Facebook) position peaked at $5.1M in Q4 2025.
  • 5,031 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Cornerstone Planning's 13F filing for Q2 2026, filed 30 Jul 2026.