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Plancorp LLC’s Meta Platforms (Facebook) META Stock Holding History

Plancorp LLC’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 		$6.67M Buy
10,155
+1,287
+15% +$787K 0.16% 62
2026
Q1 		$5.59M Sell
8,868
-130
-1% -$83.3K 0.16% 56
2025
Q4 		$5.94M Sell
8,998
-715
-7% -$477K 0.18% 53
2025
Q3 		$7.13M Sell
9,713
-779
-7% -$580K 0.22% 48
2025
Q2 		$7.74M Buy
10,492
+119
+1% +$73.5K 0.27% 42
2025
Q1 		$5.98M Buy
10,373
+122
+1% +$78.7K 0.24% 47
2024
Q4 		$6M Sell
10,251
-566
-5% -$332K 0.25% 39
2024
Q3 		$6.19M Sell
10,817
-3,634
-25% -$1.87M 0.25% 37
2024
Q2 		$7.29M Buy
14,451
+474
+3% +$230K 0.32% 32
2024
Q1 		$6.79M Buy
13,977
+531
+4% +$237K 0.29% 32
2023
Q4 		$4.76M Buy
13,446
+393
+3% +$128K 0.23% 40
2023
Q3 		$3.92M Buy
13,053
+288
+2% +$86.8K 0.21% 42
2023
Q2 		$3.66M Buy
12,765
+2,035
+19% +$502K 0.2% 44
2023
Q1 		$2.27M Buy
10,730
+79
+0.7% +$13.5K 0.13% 60
2022
Q4 		$1.28M Buy
10,651
+2,485
+30% +$292K 0.08% 84
2022
Q3 		$1.11M Sell
8,166
-29
-0.4% -$4.7K 0.07% 86
2022
Q2 		$1.32M Buy
8,195
+890
+12% +$172K 0.08% 82
2022
Q1 		$1.62M Sell
7,305
-238
-3% -$59.5K 0.11% 80
2021
Q4 		$2.54M Buy
7,543
+272
+4% +$90.3K 0.16% 55
2021
Q3 		$2.47M Buy
7,271
+132
+2% +$47.5K 0.17% 50
2021
Q2 		$2.48M Buy
7,139
+1,804
+34% +$579K 0.19% 46
2021
Q1 		$1.57M Sell
5,335
-243
-4% -$65.4K 0.35% 55
2020
Q4 		$1.52M Buy
5,578
+257
+5% +$70.5K 0.38% 51
2020
Q3 		$1.39M Buy
5,321
+232
+5% +$59.8K 0.42% 47
2020
Q2 		$1.16M Buy
5,089
+1,978
+64% +$413K 0.35% 55
2020
Q1 		$519K Buy
3,111
+459
+17% +$89.9K 0.2% 84
2019
Q4 		$544K Sell
2,652
-461
-15% -$89.3K 0.17% 99
2019
Q3 		$554K Buy
3,113
+273
+10% +$51.9K 0.21% 83
2019
Q2 		$548K Buy
2,840
+114
+4% +$20.8K 0.22% 84
2019
Q1 		$454K Buy
2,726
+1,173
+76% +$187K 0.17% 102
2018
Q4 		$204K Sell
1,553
-207
-12% -$30K 0.09% 152
2018
Q3 		$289K Sell
1,760
-74
-4% -$13.4K 0.11% 134
2018
Q2 		$356K Sell
1,834
-94
-5% -$17K 0.14% 111
2018
Q1 		$308K Sell
1,928
-100
-5% -$18K 0.1% 121
2017
Q4 		$357K Buy
2,028
+79
+4% +$14K 0.12% 116
2017
Q3 		$331K Buy
1,949
+100
+5% +$16.7K 0.1% 115
2017
Q2 		$278K Sell
1,849
-92
-5% -$13.7K 0.08% 132
2017
Q1 		$276K Sell
1,941
-79
-4% -$10.6K 0.08% 134
2016
Q4 		$234K Buy
+2,020
New +$248K 0.07% 142
2015
Q4 		– Sell
-3,000
Closed -$270K – 90
2015
Q3 		$270K Hold
3,000
– – 0.24% 74
2015
Q2 		$257K Buy
+3,000
New +$245K 0.24% 62
2015
Q1 		– Sell
-3,000
Closed -$234K – 104
2014
Q4 		$234K Buy
+3,000
New +$229K 0.24% 61
2014
Q2 		– Sell
-4,445
Closed -$268K – 96
2014
Q1 		$268K Buy
+4,445
New +$282K 0.18% 88

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

Plancorp LLC's META Position: Q2 2026 in Review

Plancorp LLC increased its Meta Platforms (Facebook) (META) stake by 15% in Q2 2026, buying an estimated $787K and bringing the position to 10,155 shares worth $6.67M. The position accounts for 0.16% of the portfolio, ranked #62.

Plancorp LLC first reported a position in META in Q1 2014 and has held it in 43 quarters since. The position peaked at $7.74M in Q2 2025. 5,040 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Plancorp LLC held 10,155 shares of Meta Platforms (Facebook) worth $6.67M as of Q2 2026.
  • Plancorp LLC bought 1,287 Meta Platforms (Facebook) shares in Q2 2026, an estimated $787K.
  • Meta Platforms (Facebook) made up 0.16% of Plancorp LLC's portfolio in Q2 2026, its #62 holding.
  • Plancorp LLC first reported a position in Meta Platforms (Facebook) in Q1 2014 and has held it in 43 quarters since.
  • Plancorp LLC's Meta Platforms (Facebook) position peaked at $7.74M in Q2 2025.
  • 5,040 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Plancorp LLC's 13F filing for Q2 2026, filed 14 Jul 2026.