IFPG
META icon

Intrepid Financial Planning Group’s Meta Platforms (Facebook) META Stock Holding History

Intrepid Financial Planning Group’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 		$238K Buy
422
+10
+2% +$6.12K 0.08% 118
2026
Q1 		$236K Hold
412
– – 0.1% 110
2025
Q4 		$272K Buy
412
+12
+3% +$8.01K 0.1% 101
2025
Q3 		$294K Hold
400
– – 0.11% 101
2025
Q2 		$295K Hold
400
– – 0.12% 99
2025
Q1 		$231K Hold
400
– – 0.11% 103
2024
Q4 		$234K Hold
400
– – 0.1% 108
2024
Q3 		$229K Hold
400
– – 0.1% 109
2024
Q2 		$202K Buy
+400
New +$194K 0.09% 115

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

Intrepid Financial Planning Group's META Position: Q2 2026 in Review

Intrepid Financial Planning Group increased its Meta Platforms (Facebook) (META) stake by 2.4% in Q2 2026, buying an estimated $6.12K and bringing the position to 422 shares worth $238K. The position accounts for 0.08% of the portfolio, ranked #118.

Intrepid Financial Planning Group first reported a position in META in Q2 2024 and has held it in 9 quarters since. The position peaked at $295K in Q2 2025. 5,063 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Intrepid Financial Planning Group held 422 shares of Meta Platforms (Facebook) worth $238K as of Q2 2026.
  • Intrepid Financial Planning Group bought 10 Meta Platforms (Facebook) shares in Q2 2026, an estimated $6.12K.
  • Meta Platforms (Facebook) made up 0.08% of Intrepid Financial Planning Group's portfolio in Q2 2026, its #118 holding.
  • Intrepid Financial Planning Group first reported a position in Meta Platforms (Facebook) in Q2 2024 and has held it in 9 quarters since.
  • Intrepid Financial Planning Group's Meta Platforms (Facebook) position peaked at $295K in Q2 2025.
  • 5,063 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Intrepid Financial Planning Group's 13F filing for Q2 2026, filed 12 Aug 2026.