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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
Q2 		$540K Buy
959
+71
+8% +$43.4K 0.19% 91
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
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

LifePlan Investment Advisors's META Position: Q2 2026 in Review

LifePlan Investment Advisors increased its Meta Platforms (Facebook) (META) stake by 8% in Q2 2026, buying an estimated $43.4K and bringing the position to 959 shares worth $540K. The position accounts for 0.19% of the portfolio, ranked #91.

LifePlan Investment Advisors first reported a position in META in Q4 2023 and has held it in 11 quarters since. The position peaked at $628K in Q3 2025. 5,072 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • LifePlan Investment Advisors held 959 shares of Meta Platforms (Facebook) worth $540K as of Q2 2026.
  • LifePlan Investment Advisors bought 71 Meta Platforms (Facebook) shares in Q2 2026, an estimated $43.4K.
  • Meta Platforms (Facebook) made up 0.19% of LifePlan Investment Advisors's portfolio in Q2 2026, its #91 holding.
  • LifePlan Investment Advisors first reported a position in Meta Platforms (Facebook) in Q4 2023 and has held it in 11 quarters since.
  • LifePlan Investment Advisors's Meta Platforms (Facebook) position peaked at $628K in Q3 2025.
  • 5,072 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on LifePlan Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.