Phillips Wealth Planners’s Meta Platforms (Facebook) META Stock Holding History

Phillips Wealth 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 Q1	$793K	Sell	1,324 -524	-28%	-$336K	0.6%	46
2025 Q4	$1.13M	Sell	1,848 -99	-5%	-$66.1K	0.91%	28
2025 Q3	$1.39M	Buy	1,947 +55	+3%	+$40.9K	1.16%	15
2025 Q2	$1.36M	Buy	1,892 +224	+13%	+$138K	1.24%	12
2025 Q1	$907K	Buy	1,668 +118	+8%	+$76.1K	0.96%	29
2024 Q4	$955K	Buy	1,550 +352	+29%	+$207K	0.95%	27
2024 Q3	$691K	Buy	1,198 +217	+22%	+$112K	0.66%	36
2024 Q2	$525K	Buy	981 +110	+13%	+$53.5K	0.55%	58
2024 Q1	$435K	Buy	871 +105	+14%	+$46.8K	0.5%	71
2023 Q4	$288K	Sell	766 -46	-6%	-$15K	0.35%	103
2023 Q3	$254K	Buy	+812	New	+$245K	0.34%	116

Other funds holding META

BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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

Phillips Wealth Planners's META Position: Q1 2026 in Review

Phillips Wealth Planners reduced its Meta Platforms (Facebook) (META) stake by 28% in Q1 2026, selling an estimated $336K and leaving 1,324 shares worth $793K. The position accounts for 0.6% of the portfolio, ranked #46.

Phillips Wealth Planners first reported a position in META in Q3 2023 and has held it in 11 quarters since. The position peaked at $1.39M in Q3 2025. 5,065 funds tracked by Wall St. Rank hold META as of Q1 2026.

Phillips Wealth Planners held 1,324 shares of Meta Platforms (Facebook) worth $793K as of Q1 2026.
Phillips Wealth Planners sold 524 Meta Platforms (Facebook) shares in Q1 2026, an estimated $336K.
Meta Platforms (Facebook) made up 0.6% of Phillips Wealth Planners's portfolio in Q1 2026, its #46 holding.
Phillips Wealth Planners first reported a position in Meta Platforms (Facebook) in Q3 2023 and has held it in 11 quarters since.
Phillips Wealth Planners's Meta Platforms (Facebook) position peaked at $1.39M in Q3 2025.
5,065 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Phillips Wealth Planners's 13F filing for Q1 2026, filed 14 May 2026.