LifePlan Investment Advisors’s Meta Platforms (Facebook) META Stock Holding History

LifePlan Investment Advisors’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	$508K	Buy	888 +7	+0.8%	+$4.49K	0.2%	86
2025 Q4	$582K	Buy	881 +26	+3%	+$17.4K	0.24%	76
2025 Q3	$628K	Buy	855 +53	+7%	+$39.4K	0.26%	70
2025 Q2	$592K	Buy	802 +37	+5%	+$22.9K	0.29%	67
2025 Q1	$441K	Hold	765	–	–	0.25%	72
2024 Q4	$448K	Buy	765 +46	+6%	+$27K	0.28%	67
2024 Q3	$412K	Buy	719 +12	+2%	+$6.17K	0.26%	62
2024 Q2	$356K	Buy	707 +24	+4%	+$11.7K	0.26%	66
2024 Q1	$332K	Buy	683 +49	+8%	+$21.9K	0.26%	62
2023 Q4	$224K	Buy	+634	New	+$206K	0.21%	64

Other funds holding META

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

LifePlan Investment Advisors's META Position: Q1 2026 in Review

LifePlan Investment Advisors increased its Meta Platforms (Facebook) (META) stake by 0.79% in Q1 2026, buying an estimated $4.49K and bringing the position to 888 shares worth $508K. The position accounts for 0.2% of the portfolio, ranked #86.

LifePlan Investment Advisors first reported a position in META in Q4 2023 and has held it in 10 quarters since. The position peaked at $628K in Q3 2025. 5,067 funds tracked by Wall St. Rank hold META as of Q1 2026.

LifePlan Investment Advisors held 888 shares of Meta Platforms (Facebook) worth $508K as of Q1 2026.
LifePlan Investment Advisors bought 7 Meta Platforms (Facebook) shares in Q1 2026, an estimated $4.49K.
Meta Platforms (Facebook) made up 0.2% of LifePlan Investment Advisors's portfolio in Q1 2026, its #86 holding.
LifePlan Investment Advisors first reported a position in Meta Platforms (Facebook) in Q4 2023 and has held it in 10 quarters since.
LifePlan Investment Advisors's Meta Platforms (Facebook) position peaked at $628K in Q3 2025.
5,067 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on LifePlan Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.