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Larry Mathis Financial Planning’s Meta Platforms (Facebook) META Stock Holding History

Larry Mathis Financial 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 		$756K Sell
1,343
-168
-11% -$103K 0.58% 41
2026
Q1 		$864K Buy
1,511
+541
+56% +$347K 0.78% 25
2025
Q4 		$640K Buy
+970
New +$648K 0.56% 48

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

Larry Mathis Financial Planning's META Position: Q2 2026 in Review

Larry Mathis Financial Planning reduced its Meta Platforms (Facebook) (META) stake by 11% in Q2 2026, selling an estimated $103K and leaving 1,343 shares worth $756K. The position accounts for 0.58% of the portfolio, ranked #41.

Larry Mathis Financial Planning first reported a position in META in Q4 2025 and has held it in 3 quarters since. The position peaked at $864K in Q1 2026. 5,031 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Larry Mathis Financial Planning held 1,343 shares of Meta Platforms (Facebook) worth $756K as of Q2 2026.
  • Larry Mathis Financial Planning sold 168 Meta Platforms (Facebook) shares in Q2 2026, an estimated $103K.
  • Meta Platforms (Facebook) made up 0.58% of Larry Mathis Financial Planning's portfolio in Q2 2026, its #41 holding.
  • Larry Mathis Financial Planning first reported a position in Meta Platforms (Facebook) in Q4 2025 and has held it in 3 quarters since.
  • Larry Mathis Financial Planning's Meta Platforms (Facebook) position peaked at $864K in Q1 2026.
  • 5,031 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Larry Mathis Financial Planning's 13F filing for Q2 2026, filed 17 Jul 2026.