Mark Sheptoff Financial Planning’s MetLife MET Stock Holding History

Mark Sheptoff Financial Planning’s Portfolio MET Stock Details MET Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$81.4K	Hold	1,019	–	–	0.04%	150
2025 Q4	$80.4K	Hold	1,019	–	–	0.04%	162
2025 Q3	$83.9K	Hold	1,019	–	–	0.04%	158
2025 Q2	$81.9K	Hold	1,019	–	–	0.04%	147
2025 Q1	$81.8K	Hold	1,019	–	–	0.05%	134
2024 Q4	$83.4K	Hold	1,019	–	–	0.04%	136
2024 Q3	$84K	Hold	1,019	–	–	0.04%	141
2024 Q2	$71.5K	Buy	1,019 +119	+13%	+$8.5K	0.04%	159
2024 Q1	$66.7K	Hold	900	–	–	0.04%	156
2023 Q4	$59.5K	Hold	900	–	–	0.04%	147
2023 Q3	$56.6K	Hold	900	–	–	0.04%	141
2023 Q2	$50.9K	Hold	900	–	–	0.03%	163
2023 Q1	$52.1K	Hold	900	–	–	0.03%	150
2022 Q4	$65.1K	Hold	900	–	–	0.04%	135
2022 Q3	$55K	Hold	900	–	–	0.03%	138
2022 Q2	$57K	Hold	900	–	–	0.03%	148
2022 Q1	$63K	Hold	900	–	–	0.03%	159
2021 Q4	$56K	Hold	900	–	–	0.03%	179
2021 Q3	$56K	Hold	900	–	–	0.03%	168
2021 Q2	$54K	Hold	900	–	–	0.03%	180
2021 Q1	$55K	Hold	900	–	–	0.03%	160
2020 Q4	$42K	Sell	900 -400	-31%	-$17.3K	0.02%	175
2020 Q3	$48K	Hold	1,300	–	–	0.03%	145
2020 Q2	$47K	Hold	1,300	–	–	0.03%	149
2020 Q1	$40K	Hold	1,300	–	–	0.03%	144
2019 Q4	$66K	Hold	1,300	–	–	0.04%	137
2019 Q3	$61K	Hold	1,300	–	–	0.04%	135
2019 Q2	$65K	Hold	1,300	–	–	0.04%	140
2019 Q1	$55K	Hold	1,300	–	–	0.04%	143
2018 Q4	$53K	Sell	1,300 -300	-19%	-$12.9K	0.04%	131
2018 Q3	$75K	Sell	1,600 -2,000	-56%	-$91.4K	0.05%	142
2018 Q2	$157K	Hold	3,600	–	–	0.12%	110
2018 Q1	$165K	Hold	3,600	–	–	0.11%	110
2017 Q4	$182K	Hold	3,600	–	–	0.12%	109
2017 Q3	$187K	Sell	3,600 -551	-13%	-$26.8K	0.13%	113
2017 Q2	$203K	Sell	4,151 -226	-5%	-$10.5K	0.14%	108
2017 Q1	$206K	Buy	4,377 +1	+0%	+$48	0.15%	102
2016 Q4	$210K	Buy	4,376 +2,721	+164%	+$125K	0.16%	95
2016 Q3	$66K	Sell	1,655 -112	-6%	-$4.21K	0.05%	153
2016 Q2	$63K	Buy	1,767 +421	+31%	+$16.4K	0.05%	147
2016 Q1	$53K	Buy	+1,346	New	+$50.3K	0.04%	149
2015 Q4	–	Sell	-56	Closed	-$2K	–	411
2015 Q3	$2K	Sell	56 -1,066	-95%	-$49.8K	﹤0.01%	348
2015 Q2	$56K	Sell	1,122 -112	-9%	-$5.3K	0.05%	162
2015 Q1	$56K	Sell	1,234 -3,030	-71%	-$136K	0.05%	160
2014 Q4	$206K	Sell	4,264 -8,246	-66%	-$392K	0.18%	95
2014 Q3	$599K	Sell	12,510 -4,713	-27%	-$229K	0.53%	55
2014 Q2	$853K	Sell	17,223 -224	-1%	-$10.5K	0.73%	42
2014 Q1	$821K	Buy	+17,447	New	+$802K	0.73%	41

Other funds holding MET

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Mark Sheptoff Financial Planning's MET Position: Q1 2026 in Review

Mark Sheptoff Financial Planning held its MetLife (MET) position steady in Q1 2026 at 1,019 shares worth $81.4K. The position accounts for 0.04% of the portfolio, ranked #150.

Mark Sheptoff Financial Planning first reported a position in MET in Q1 2014 and has held it in 48 quarters since. The position peaked at $853K in Q2 2014. 1,371 funds tracked by Wall St. Rank hold MET as of Q1 2026.

Mark Sheptoff Financial Planning held 1,019 shares of MetLife worth $81.4K as of Q1 2026.
Mark Sheptoff Financial Planning left its MetLife share count unchanged in Q1 2026.
MetLife made up 0.04% of Mark Sheptoff Financial Planning's portfolio in Q1 2026, its #150 holding.
Mark Sheptoff Financial Planning first reported a position in MetLife in Q1 2014 and has held it in 48 quarters since.
Mark Sheptoff Financial Planning's MetLife position peaked at $853K in Q2 2014.
1,371 funds tracked by Wall St. Rank held MetLife as of Q1 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.