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

Fiduciary 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 		$1.9M Sell
3,320
-18
-0.5% -$11.5K 0.57% 28
2025
Q4 		$2.2M Sell
3,338
-36
-1% -$24K 0.67% 26
2025
Q3 		$2.48M Sell
3,374
-98
-3% -$72.9K 0.76% 25
2025
Q2 		$2.56M Sell
3,472
-190
-5% -$117K 0.85% 24
2025
Q1 		$2.11M Buy
3,662
+400
+12% +$258K 0.7% 25
2024
Q4 		$1.91M Buy
3,262
+1,953
+149% +$1.15M 0.62% 30
2024
Q3 		$750K Buy
1,309
+134
+11% +$68.9K 0.25% 39
2024
Q2 		$592K Sell
1,175
-274
-19% -$133K 0.21% 41
2024
Q1 		$704K Buy
1,449
+535
+59% +$239K 0.27% 36
2023
Q4 		$324K Buy
+914
New +$298K 0.14% 44
2021
Q4 		– Sell
-836
Closed -$284K – 55
2021
Q3 		$284K Buy
+836
New +$301K 0.15% 58
2021
Q2 		– Sell
-50
Closed -$15K – 181
2021
Q1 		$15K Sell
50
-1
-2% -$269 0.02% 131
2020
Q4 		$14K Hold
51
– – 0.02% 131
2020
Q3 		$13K Buy
+51
New +$13.2K 0.02% 98

Other funds holding META

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fiduciary Planning's META Position: Q1 2026 in Review

Fiduciary Planning reduced its Meta Platforms (Facebook) (META) stake by 0.54% in Q1 2026, selling an estimated $11.5K and leaving 3,320 shares worth $1.9M. The position accounts for 0.57% of the portfolio, ranked #28.

Fiduciary Planning first reported a position in META in Q3 2020 and has held it in 14 quarters since. The position peaked at $2.56M in Q2 2025. 5,064 funds tracked by Wall St. Rank hold META as of Q1 2026.

  • Fiduciary Planning held 3,320 shares of Meta Platforms (Facebook) worth $1.9M as of Q1 2026.
  • Fiduciary Planning sold 18 Meta Platforms (Facebook) shares in Q1 2026, an estimated $11.5K.
  • Meta Platforms (Facebook) made up 0.57% of Fiduciary Planning's portfolio in Q1 2026, its #28 holding.
  • Fiduciary Planning first reported a position in Meta Platforms (Facebook) in Q3 2020 and has held it in 14 quarters since.
  • Fiduciary Planning's Meta Platforms (Facebook) position peaked at $2.56M in Q2 2025.
  • 5,064 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Fiduciary Planning's 13F filing for Q1 2026, filed 27 Apr 2026.