MPS Loria Financial Planners’s Meta Platforms (Facebook) META Stock Holding History

MPS Loria Financial Planners’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	$437K	Hold	776	–	–	0.1%	55
2026 Q1	$444K	Buy	776 +1	+0.1%	+$641	0.12%	56
2025 Q4	$512K	Hold	775	–	–	0.13%	47
2025 Q3	$569K	Hold	775	–	–	0.15%	41
2025 Q2	$572K	Sell	775 -1	-0.1%	-$618	0.17%	38
2025 Q1	$447K	Hold	776	–	–	0.13%	45
2024 Q4	$454K	Hold	776	–	–	0.13%	45
2024 Q3	$444K	Sell	776 -4	-0.5%	-$2.06K	0.13%	44
2024 Q2	$394K	Hold	780	–	–	0.13%	50
2024 Q1	$379K	Sell	780 -153	-16%	-$68.2K	0.13%	49
2023 Q4	$330K	Buy	933 +10	+1%	+$3.26K	0.12%	53
2023 Q3	$277K	Buy	923 +1	+0.1%	+$301	0.11%	63
2023 Q2	$265K	Buy	+922	New	+$228K	0.1%	67
2022 Q1	–	Sell	-835	Closed	-$280K	–	85
2021 Q4	$280K	Sell	835 -9	-1%	-$2.99K	0.11%	65
2021 Q3	$286K	Hold	844	–	–	0.13%	62
2021 Q2	$293K	Buy	844 +173	+26%	+$55.5K	0.14%	60
2021 Q1	$197K	Hold	671	–	–	0.09%	79
2020 Q4	$180K	Buy	671 +135	+25%	+$37K	0.08%	78
2020 Q3	$140K	Hold	536	–	–	0.07%	82
2020 Q2	$122K	Buy	+536	New	+$112K	0.07%	90
2018 Q1	–	Sell	-1,450	Closed	-$256K	–	72
2017 Q4	$256K	Buy	1,450 +3	+0.2%	+$530	0.17%	64
2017 Q3	$247K	Hold	1,447	–	–	0.18%	62
2017 Q2	$247K	Buy	+1,447	New	+$215K	0.17%	60

Other funds holding META

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

MPS Loria Financial Planners's META Position: Q2 2026 in Review

MPS Loria Financial Planners held its Meta Platforms (Facebook) (META) position steady in Q2 2026 at 776 shares worth $437K. The position accounts for 0.1% of the portfolio, ranked #55.

MPS Loria Financial Planners first reported a position in META in Q2 2017 and has held it in 23 quarters since. The position peaked at $572K in Q2 2025. 5,074 funds tracked by Wall St. Rank hold META as of Q2 2026.

MPS Loria Financial Planners held 776 shares of Meta Platforms (Facebook) worth $437K as of Q2 2026.
MPS Loria Financial Planners left its Meta Platforms (Facebook) share count unchanged in Q2 2026.
Meta Platforms (Facebook) made up 0.1% of MPS Loria Financial Planners's portfolio in Q2 2026, its #55 holding.
MPS Loria Financial Planners first reported a position in Meta Platforms (Facebook) in Q2 2017 and has held it in 23 quarters since.
MPS Loria Financial Planners's Meta Platforms (Facebook) position peaked at $572K in Q2 2025.
5,074 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on MPS Loria Financial Planners's 13F filing for Q2 2026, filed 30 Jul 2026.