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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
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 $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

Intrepid Financial Planning Group's META Position: Q1 2026 in Review

Intrepid Financial Planning Group held its Meta Platforms (Facebook) (META) position steady in Q1 2026 at 412 shares worth $236K. The position accounts for 0.1% of the portfolio, ranked #110.

Intrepid Financial Planning Group first reported a position in META in Q2 2024 and has held it in 8 quarters since. The position peaked at $295K in Q2 2025. 5,064 funds tracked by Wall St. Rank hold META as of Q1 2026.

  • Intrepid Financial Planning Group held 412 shares of Meta Platforms (Facebook) worth $236K as of Q1 2026.
  • Intrepid Financial Planning Group left its Meta Platforms (Facebook) share count unchanged in Q1 2026.
  • Meta Platforms (Facebook) made up 0.1% of Intrepid Financial Planning Group's portfolio in Q1 2026, its #110 holding.
  • Intrepid Financial Planning Group first reported a position in Meta Platforms (Facebook) in Q2 2024 and has held it in 8 quarters since.
  • Intrepid Financial Planning Group's Meta Platforms (Facebook) position peaked at $295K in Q2 2025.
  • 5,064 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Intrepid Financial Planning Group's 13F filing for Q1 2026, filed 13 May 2026.