FWP
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Falcon Wealth Planning’s Meta Platforms (Facebook) META Stock Holding History

Falcon Wealth 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 		$3.02M Sell
5,355
-271
-5% -$166K 0.19% 48
2026
Q1 		$3.22M Buy
5,626
+89
+2% +$57K 0.22% 39
2025
Q4 		$3.65M Buy
5,537
+541
+11% +$361K 0.31% 32
2025
Q3 		$3.67M Buy
4,996
+239
+5% +$178K 0.33% 31
2025
Q2 		$3.51M Buy
4,757
+387
+9% +$239K 0.35% 32
2025
Q1 		$2.52M Buy
4,370
+169
+4% +$109K 0.28% 38
2024
Q4 		$2.46M Sell
4,201
-136
-3% -$79.8K 0.27% 45
2024
Q3 		$2.48M Sell
4,337
-18
-0.4% -$9.26K 0.29% 38
2024
Q2 		$2.2M Buy
4,355
+306
+8% +$149K 0.29% 36
2024
Q1 		$1.97M Sell
4,049
-58
-1% -$25.9K 0.31% 40
2023
Q4 		$1.45M Buy
4,107
+274
+7% +$89.2K 0.25% 44
2023
Q3 		$1.15M Buy
3,833
+689
+22% +$208K 0.25% 38
2023
Q2 		$902K Buy
3,144
+199
+7% +$49.1K 0.2% 44
2023
Q1 		$624K Sell
2,945
-50
-2% -$8.52K 0.16% 46
2022
Q4 		$360K Buy
2,995
+308
+11% +$36.2K 0.1% 64
2022
Q3 		$365K Buy
2,687
+454
+20% +$73.6K 0.12% 61
2022
Q2 		$360K Sell
2,233
-68
-3% -$13.1K 0.12% 61
2022
Q1 		$512K Buy
2,301
+159
+7% +$39.7K 0.16% 50
2021
Q4 		$720K Buy
2,142
+203
+10% +$67.4K 0.24% 36
2021
Q3 		$658K Buy
1,939
+110
+6% +$39.6K 0.25% 36
2021
Q2 		$636K Sell
1,829
-55
-3% -$17.6K 0.27% 32
2021
Q1 		$555K Hold
1,884
– – 0.27% 35
2020
Q4 		$515K Buy
+1,884
New +$516K 0.29% 33

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

Falcon Wealth Planning's META Position: Q2 2026 in Review

Falcon Wealth Planning reduced its Meta Platforms (Facebook) (META) stake by 4.8% in Q2 2026, selling an estimated $166K and leaving 5,355 shares worth $3.02M. The position accounts for 0.19% of the portfolio, ranked #48.

Falcon Wealth Planning first reported a position in META in Q4 2020 and has held it in 23 quarters since. The position peaked at $3.67M in Q3 2025. 5,055 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Falcon Wealth Planning held 5,355 shares of Meta Platforms (Facebook) worth $3.02M as of Q2 2026.
  • Falcon Wealth Planning sold 271 Meta Platforms (Facebook) shares in Q2 2026, an estimated $166K.
  • Meta Platforms (Facebook) made up 0.19% of Falcon Wealth Planning's portfolio in Q2 2026, its #48 holding.
  • Falcon Wealth Planning first reported a position in Meta Platforms (Facebook) in Q4 2020 and has held it in 23 quarters since.
  • Falcon Wealth Planning's Meta Platforms (Facebook) position peaked at $3.67M in Q3 2025.
  • 5,055 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Falcon Wealth Planning's 13F filing for Q2 2026, filed 13 Jul 2026.