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Mark Sheptoff Financial Planning’s Meta Platforms (Facebook) META Stock Holding History

Mark Sheptoff 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
Q1 		$51.4K Sell
85
-361
-81% -$231K 0.03% 177
2025
Q4 		$294K Buy
446
+40
+10% +$26.7K 0.14% 87
2025
Q3 		$298K Hold
406
– – 0.14% 84
2025
Q2 		$300K Buy
406
+11
+3% +$6.8K 0.16% 75
2025
Q1 		$228K Hold
395
– – 0.13% 83
2024
Q4 		$231K Hold
395
– – 0.12% 87
2024
Q3 		$226K Sell
395
-90
-19% -$46.3K 0.12% 87
2024
Q2 		$245K Buy
485
+90
+23% +$43.7K 0.14% 84
2024
Q1 		$192K Buy
395
+9
+2% +$4.01K 0.11% 98
2023
Q4 		$137K Hold
386
– – 0.08% 109
2023
Q3 		$116K Hold
386
– – 0.07% 105
2023
Q2 		$111K Hold
386
– – 0.06% 114
2023
Q1 		$81.8K Hold
386
– – 0.05% 127
2022
Q4 		$46.5K Buy
386
+25
+7% +$2.94K 0.03% 155
2022
Q3 		$49K Hold
361
– – 0.03% 144
2022
Q2 		$58K Sell
361
-115
-24% -$22.2K 0.03% 147
2022
Q1 		$106K Sell
476
-250
-34% -$62.5K 0.05% 132
2021
Q4 		$244K Hold
726
– – 0.12% 99
2021
Q3 		$246K Hold
726
– – 0.14% 91
2021
Q2 		$252K Buy
726
+250
+53% +$80.2K 0.14% 88
2021
Q1 		$140K Hold
476
– – 0.08% 116
2020
Q4 		$130K Buy
476
+115
+32% +$31.5K 0.07% 120
2020
Q3 		$95K Sell
361
-115
-24% -$29.7K 0.06% 120
2020
Q2 		$108K Hold
476
– – 0.07% 116
2020
Q1 		$79K Hold
476
– – 0.06% 112
2019
Q4 		$98K Hold
476
– – 0.06% 117
2019
Q3 		$85K Buy
476
+115
+32% +$21.9K 0.06% 121
2019
Q2 		$70K Hold
361
– – 0.05% 137
2019
Q1 		$60K Hold
361
– – 0.04% 136
2018
Q4 		$47K Hold
361
– – 0.04% 138
2018
Q3 		$59K Hold
361
– – 0.04% 151
2018
Q2 		$70K Hold
361
– – 0.05% 140
2018
Q1 		$58K Sell
361
-995
-73% -$179K 0.04% 152
2017
Q4 		$239K Sell
1,356
-300
-18% -$53K 0.16% 95
2017
Q3 		$283K Hold
1,656
– – 0.19% 95
2017
Q2 		$250K Sell
1,656
-1
-0.1% -$149 0.17% 96
2017
Q1 		$235K Buy
1,657
+1
+0.1% +$134 0.17% 93
2016
Q4 		$191K Hold
1,656
– – 0.14% 103
2016
Q3 		$212K Hold
1,656
– – 0.16% 97
2016
Q2 		$189K Buy
1,656
+67
+4% +$7.72K 0.14% 94
2016
Q1 		$181K Buy
1,589
+150
+10% +$15.8K 0.15% 91
2015
Q4 		$151K Hold
1,439
– – 0.12% 106
2015
Q3 		$129K Buy
1,439
+140
+11% +$12.8K 0.11% 118
2015
Q2 		$111K Hold
1,299
– – 0.09% 136
2015
Q1 		$107K Hold
1,299
– – 0.09% 134
2014
Q4 		$101K Hold
1,299
– – 0.09% 131
2014
Q3 		$103K Hold
1,299
– – 0.09% 140
2014
Q2 		$87K Hold
1,299
– – 0.07% 147
2014
Q1 		$78K Buy
+1,299
New +$82.3K 0.07% 152

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

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

Mark Sheptoff Financial Planning reduced its Meta Platforms (Facebook) (META) stake by 81% in Q1 2026, selling an estimated $231K and leaving 85 shares worth $51.4K. The position accounts for 0.03% of the portfolio, ranked #177.

Mark Sheptoff Financial Planning first reported a position in META in Q1 2014 and has held it in 49 quarters since. The position peaked at $300K in Q2 2025. 5,067 funds tracked by Wall St. Rank hold META as of Q1 2026.

  • Mark Sheptoff Financial Planning held 85 shares of Meta Platforms (Facebook) worth $51.4K as of Q1 2026.
  • Mark Sheptoff Financial Planning sold 361 Meta Platforms (Facebook) shares in Q1 2026, an estimated $231K.
  • Meta Platforms (Facebook) made up 0.03% of Mark Sheptoff Financial Planning's portfolio in Q1 2026, its #177 holding.
  • Mark Sheptoff Financial Planning first reported a position in Meta Platforms (Facebook) in Q1 2014 and has held it in 49 quarters since.
  • Mark Sheptoff Financial Planning's Meta Platforms (Facebook) position peaked at $300K in Q2 2025.
  • 5,067 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

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