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Planning Directions’s Meta Platforms (Facebook) META Stock Holding History

Planning Directions’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 		– Sell
-362
Closed -$239K – 110
2025
Q4 		$239K Buy
362
+60
+20% +$40.1K 0.12% 87
2025
Q3 		$222K Hold
302
– – 0.12% 87
2025
Q2 		$223K Sell
302
-87
-22% -$53.8K 0.13% 80
2025
Q1 		$225K Buy
389
+38
+11% +$24.5K 0.1% 112
2024
Q4 		$206K Hold
351
– – 0.12% 77
2024
Q3 		$201K Buy
+351
New +$181K 0.12% 81
2020
Q2 		– Sell
-2,410
Closed -$402K – 85
2020
Q1 		$402K Buy
+2,410
New +$472K 0.56% 38
2018
Q4 		– Sell
-1,922
Closed -$316K – 54
2018
Q3 		$316K Hold
1,922
– – 0.29% 40
2018
Q2 		$373K Hold
1,922
– – 0.36% 38
2018
Q1 		$307K Buy
+1,922
New +$345K 0.3% 41

Other funds holding META

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Planning Directions's META Position: Q1 2026 in Review

Planning Directions sold out of Meta Platforms (Facebook) (META) in Q1 2026, closing a stake of 362 shares — an estimated $239K sold.

Planning Directions first reported a position in META in Q1 2018 and held it in 10 quarters. The position peaked at $402K in Q1 2020. 5,065 funds tracked by Wall St. Rank hold META as of Q1 2026.

  • Planning Directions reported no remaining Meta Platforms (Facebook) position as of Q1 2026 after selling out during the quarter.
  • Planning Directions sold 362 Meta Platforms (Facebook) shares in Q1 2026, an estimated $239K.
  • Planning Directions first reported a position in Meta Platforms (Facebook) in Q1 2018 and held it in 10 quarters.
  • Planning Directions's Meta Platforms (Facebook) position peaked at $402K in Q1 2020.
  • 5,065 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Planning Directions's 13F filing for Q1 2026, filed 15 Apr 2026.