Creative 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-1,900
| Closed | -$27K | – | 4028 |
|
|
2025
Q3 | $27K | Buy |
1,900
+700
| +58% | +$521K | ﹤0.01% | 3801 |
|
|
2025
Q2 | $30.1K | Buy |
+1,200
| New | +$742K | ﹤0.01% | 3570 |
|
|
2023
Q1 | – | Sell |
-75,700
| Closed | -$10.6K | – | 2720 |
|
|
2022
Q4 | $10.6K | Sell |
75,700
-94,800
| -56% | -$11.1M | ﹤0.01% | 2352 |
|
|
2022
Q3 | $1.16M | Buy |
+170,500
| New | +$27.6M | ﹤0.01% | 911 |
|
|
2022
Q2 | – | Sell |
-20,400
| Closed | -$9K | – | 2434 |
|
|
2022
Q1 | $9K | Buy |
+20,400
| New | +$5.1M | ﹤0.01% | 2198 |
|
|
2021
Q1 | – | Sell |
-1,200
| Closed | -$2K | – | 2675 |
|
|
2020
Q4 | $2K | Hold |
1,200
| – | – | ﹤0.01% | 2303 |
|
|
2020
Q3 | $5K | Hold |
1,200
| – | – | ﹤0.01% | 2044 |
|
|
2020
Q2 | $1K | Buy |
+1,200
| New | +$251K | ﹤0.01% | 1994 |
|
|
2020
Q1 | – | Sell |
-1,000
| Closed | -$1K | – | 2006 |
|
|
2019
Q4 | $1K | Sell |
1,000
-4,200
| -81% | -$814K | ﹤0.01% | 1972 |
|
|
2019
Q3 | $12K | Buy |
5,200
+4,000
| +333% | +$760K | ﹤0.01% | 1890 |
|
|
2019
Q2 | $4K | Buy |
+1,200
| New | +$219K | ﹤0.01% | 1965 |
|
|
2019
Q1 | – | Sell |
-2,000
| Closed | -$9K | – | 2052 |
|
|
2018
Q4 | $9K | Buy |
+2,000
| New | +$290K | ﹤0.01% | 1843 |
|
|
2018
Q3 | – | Sell |
-500
| Closed | -$2K | – | 2134 |
|
|
2018
Q2 | $2K | Buy |
+500
| New | +$90.4K | ﹤0.01% | 2007 |
|
|
2017
Q4 | – | Sell |
-70,000
| Closed | -$8K | – | 1965 |
|
|
2017
Q3 | $8K | Hold |
70,000
| – | – | ﹤0.01% | 1864 |
|
|
2017
Q2 | $44K | Sell |
70,000
-3,400
| -5% | -$506K | ﹤0.01% | 2612 |
|
|
2017
Q1 | $82K | Sell |
73,400
-38,800
| -35% | -$5.19M | ﹤0.01% | 2088 |
|
|
2016
Q4 | $770K | Buy |
112,200
+107,300
| +2,190% | +$13.2M | ﹤0.01% | 729 |
|
|
2016
Q3 | $1K | Sell |
4,900
-1,300
| -21% | -$161K | ﹤0.01% | 4411 |
|
|
2016
Q2 | $7K | Buy |
6,200
+1,100
| +22% | +$127K | ﹤0.01% | 3468 |
|
|
2016
Q1 | $9K | Sell |
5,100
-8,100
| -61% | -$855K | ﹤0.01% | 3288 |
|
|
2015
Q4 | $32K | Buy |
+13,200
| New | +$1.36M | ﹤0.01% | 2481 |
|
|
2015
Q1 | – | Sell |
-300
| Closed | -$1K | – | 4326 |
|
|
2014
Q4 | $1K | Hold |
300
| – | – | ﹤0.01% | 3985 |
|
|
2014
Q3 | $1K | Buy |
+300
| New | +$22K | ﹤0.01% | 3839 |
|
|
2014
Q2 | – | Sell |
-3,000
| Closed | -$7K | – | 3892 |
|
|
2014
Q1 | $7K | Buy |
+3,000
| New | +$190K | ﹤0.01% | 2931 |
|
Other funds holding META
VCM
VPM
Creative Planning's META Position: Q1 2026 in Review
Creative Planning increased its Meta Platforms (Facebook) (META) stake by 6.5% in Q1 2026, buying an estimated $36.8M and bringing the position to 947,746 shares worth $542M. The position accounts for 0.37% of the portfolio, ranked #41.
Creative Planning first reported a position in META in Q2 2013 and has held it in 52 quarters since. The position peaked at $655M in Q2 2025. 5,066 funds tracked by Wall St. Rank hold META as of Q1 2026.
- Creative Planning held 947,746 shares of Meta Platforms (Facebook) worth $542M as of Q1 2026.
- Creative Planning bought 57,452 Meta Platforms (Facebook) shares in Q1 2026, an estimated $36.8M.
- Meta Platforms (Facebook) made up 0.37% of Creative Planning's portfolio in Q1 2026, its #41 holding.
- Creative Planning first reported a position in Meta Platforms (Facebook) in Q2 2013 and has held it in 52 quarters since.
- Creative Planning's Meta Platforms (Facebook) position peaked at $655M in Q2 2025.
- 5,066 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.
Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.