Partners in Financial Planning’s Meta Platforms (Facebook) META Stock Holding History

Partners in 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	$357K	Buy	624 +7	+1%	+$4.49K	0.06%	93
2025 Q4	$407K	Hold	617	–	–	0.07%	87
2025 Q3	$453K	Hold	617	–	–	0.08%	77
2025 Q2	$455K	Hold	617	–	–	0.08%	73
2025 Q1	$356K	Hold	617	–	–	0.07%	79
2024 Q4	$361K	Sell	617 -41	-6%	-$24.1K	0.07%	77
2024 Q3	$377K	Hold	658	–	–	0.08%	76
2024 Q2	$332K	Hold	658	–	–	0.07%	81
2024 Q1	$320K	Sell	658 -25	-4%	-$11.2K	0.07%	84
2023 Q4	$242K	Buy	+683	New	+$222K	0.06%	91
2021 Q4	–	Sell	-600	Closed	-$204K	–	95
2021 Q3	$204K	Hold	600	–	–	0.06%	94
2021 Q2	$209K	Buy	+600	New	+$192K	0.07%	89

Other funds holding META

BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Partners in Financial Planning's META Position: Q1 2026 in Review

Partners in Financial Planning increased its Meta Platforms (Facebook) (META) stake by 1.1% in Q1 2026, buying an estimated $4.49K and bringing the position to 624 shares worth $357K. The position accounts for 0.06% of the portfolio, ranked #93.

Partners in Financial Planning first reported a position in META in Q2 2021 and has held it in 12 quarters since. The position peaked at $455K in Q2 2025. 5,077 funds tracked by Wall St. Rank hold META as of Q1 2026.

Partners in Financial Planning held 624 shares of Meta Platforms (Facebook) worth $357K as of Q1 2026.
Partners in Financial Planning bought 7 Meta Platforms (Facebook) shares in Q1 2026, an estimated $4.49K.
Meta Platforms (Facebook) made up 0.06% of Partners in Financial Planning's portfolio in Q1 2026, its #93 holding.
Partners in Financial Planning first reported a position in Meta Platforms (Facebook) in Q2 2021 and has held it in 12 quarters since.
Partners in Financial Planning's Meta Platforms (Facebook) position peaked at $455K in Q2 2025.
5,077 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

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