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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
Q2 		$994K Buy
1,615
+291
+22% +$178K 0.73% 36
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Phillips Wealth Planners's META Position: Q2 2026 in Review

Phillips Wealth Planners increased its Meta Platforms (Facebook) (META) stake by 22% in Q2 2026, buying an estimated $178K and bringing the position to 1,615 shares worth $994K. The position accounts for 0.73% of the portfolio, ranked #36.

Phillips Wealth Planners first reported a position in META in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.39M in Q3 2025. 5,063 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Phillips Wealth Planners held 1,615 shares of Meta Platforms (Facebook) worth $994K as of Q2 2026.
  • Phillips Wealth Planners bought 291 Meta Platforms (Facebook) shares in Q2 2026, an estimated $178K.
  • Meta Platforms (Facebook) made up 0.73% of Phillips Wealth Planners's portfolio in Q2 2026, its #36 holding.
  • Phillips Wealth Planners first reported a position in Meta Platforms (Facebook) in Q3 2023 and has held it in 12 quarters since.
  • Phillips Wealth Planners's Meta Platforms (Facebook) position peaked at $1.39M in Q3 2025.
  • 5,063 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Phillips Wealth Planners's 13F filing for Q2 2026, filed 7 Aug 2026.