PDS Planning’s Meta Platforms (Facebook) META Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $7M | Sell |
12,240
-13
| -0.1% | -$8.33K | 0.46% | 39 |
|
|
2025
Q4 | $8.09M | Buy |
12,253
+208
| +2% | +$139K | 0.54% | 36 |
|
|
2025
Q3 | $8.85M | Sell |
12,045
-5
| -0% | -$3.72K | 0.61% | 33 |
|
|
2025
Q2 | $8.89M | Buy |
12,050
+958
| +9% | +$592K | 0.66% | 30 |
|
|
2025
Q1 | $6.39M | Buy |
11,092
+1,142
| +11% | +$737K | 0.54% | 32 |
|
|
2024
Q4 | $5.83M | Buy |
9,950
+132
| +1% | +$77.5K | 0.52% | 36 |
|
|
2024
Q3 | $5.62M | Buy |
9,818
+407
| +4% | +$209K | 0.5% | 35 |
|
|
2024
Q2 | $4.75M | Buy |
9,411
+139
| +1% | +$67.6K | 0.48% | 39 |
|
|
2024
Q1 | $4.5M | Buy |
9,272
+399
| +4% | +$178K | 0.47% | 37 |
|
|
2023
Q4 | $3.14M | Sell |
8,873
-376
| -4% | -$122K | 0.36% | 41 |
|
|
2023
Q3 | $2.78M | Buy |
9,249
+333
| +4% | +$100K | 0.36% | 44 |
|
|
2023
Q2 | $2.56M | Buy |
8,916
+1,268
| +17% | +$313K | 0.33% | 45 |
|
|
2023
Q1 | $1.62M | Buy |
7,648
+2,714
| +55% | +$462K | 0.22% | 54 |
|
|
2022
Q4 | $594K | Sell |
4,934
-795
| -14% | -$93.4K | 0.09% | 86 |
|
|
2022
Q3 | $777K | Sell |
5,729
-286
| -5% | -$46.4K | 0.14% | 65 |
|
|
2022
Q2 | $970K | Buy |
6,015
+1,157
| +24% | +$223K | 0.18% | 62 |
|
|
2022
Q1 | $1.08M | Sell |
4,858
-1,293
| -21% | -$323K | 0.19% | 53 |
|
|
2021
Q4 | $2.07M | Buy |
6,151
+1,370
| +29% | +$455K | 0.4% | 41 |
|
|
2021
Q3 | $1.62M | Buy |
4,781
+1,584
| +50% | +$571K | 0.37% | 41 |
|
|
2021
Q2 | $1.11M | Buy |
3,197
+474
| +17% | +$152K | 0.27% | 48 |
|
|
2021
Q1 | $802K | Sell |
2,723
-78
| -3% | -$21K | 0.23% | 54 |
|
|
2020
Q4 | $765K | Buy |
2,801
+307
| +12% | +$84.2K | 0.26% | 49 |
|
|
2020
Q3 | $653K | Buy |
2,494
+205
| +9% | +$52.9K | 0.27% | 52 |
|
|
2020
Q2 | $520K | Buy |
2,289
+267
| +13% | +$55.7K | 0.24% | 57 |
|
|
2020
Q1 | $337K | Buy |
2,022
+330
| +20% | +$64.6K | 0.22% | 63 |
|
|
2019
Q4 | $347K | Sell |
1,692
-153
| -8% | -$29.6K | 0.22% | 68 |
|
|
2019
Q3 | $329K | Sell |
1,845
-12
| -0.6% | -$2.28K | 0.23% | 65 |
|
|
2019
Q2 | $358K | Sell |
1,857
-1,753
| -49% | -$320K | 0.27% | 57 |
|
|
2019
Q1 | $602K | Buy |
3,610
+109
| +3% | +$17.3K | 0.47% | 43 |
|
|
2018
Q4 | $459K | Buy |
3,501
+76
| +2% | +$11K | 0.39% | 44 |
|
|
2018
Q3 | $563K | Buy |
3,425
+2,149
| +168% | +$389K | 0.48% | 38 |
|
|
2018
Q2 | $248K | Sell |
1,276
-18
| -1% | -$3.25K | 0.24% | 58 |
|
|
2018
Q1 | $207K | Sell |
1,294
-25
| -2% | -$4.49K | 0.21% | 60 |
|
|
2017
Q4 | $233K | Buy |
+1,319
| New | +$233K | 0.24% | 59 |
|
Other funds holding META
VCM
VPM
PDS Planning's META Position: Q1 2026 in Review
PDS Planning reduced its Meta Platforms (Facebook) (META) stake by 0.11% in Q1 2026, selling an estimated $8.33K and leaving 12,240 shares worth $7M. The position accounts for 0.46% of the portfolio, ranked #39.
PDS Planning first reported a position in META in Q4 2017 and has held it in 34 quarters since. The position peaked at $8.89M in Q2 2025. 5,067 funds tracked by Wall St. Rank hold META as of Q1 2026.
- PDS Planning held 12,240 shares of Meta Platforms (Facebook) worth $7M as of Q1 2026.
- PDS Planning sold 13 Meta Platforms (Facebook) shares in Q1 2026, an estimated $8.33K.
- Meta Platforms (Facebook) made up 0.46% of PDS Planning's portfolio in Q1 2026, its #39 holding.
- PDS Planning first reported a position in Meta Platforms (Facebook) in Q4 2017 and has held it in 34 quarters since.
- PDS Planning's Meta Platforms (Facebook) position peaked at $8.89M in Q2 2025.
- 5,067 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.
Based on PDS Planning's 13F filing for Q1 2026, filed 22 Apr 2026.