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Plotkin Financial Advisors’s Meta Platforms (Facebook) META Stock Holding History

Plotkin Financial Advisors’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 		$901K Buy
1,574
+94
+6% +$60.2K 0.45% 41
2025
Q4 		$977K Buy
1,480
+341
+30% +$228K 0.48% 40
2025
Q3 		$836K Buy
1,139
+64
+6% +$47.6K 0.41% 41
2025
Q2 		$793K Sell
1,075
-794
-42% -$491K 0.44% 40
2025
Q1 		$1.08M Buy
1,869
+1,091
+140% +$704K 0.66% 32
2024
Q4 		$456K Buy
778
+42
+6% +$24.7K 0.27% 54
2024
Q3 		$421K Sell
736
-30
-4% -$15.4K 0.25% 61
2024
Q2 		$386K Buy
766
+151
+25% +$73.4K 0.25% 61
2024
Q1 		$299K Buy
615
+7
+1% +$3.12K 0.2% 69
2023
Q4 		$215K Buy
+608
New +$198K 0.16% 76
2023
Q3 		– Sell
-797
Closed -$229K – 78
2023
Q2 		$229K Buy
+797
New +$197K 0.19% 67
2022
Q1 		– Sell
-724
Closed -$244K – 87
2021
Q4 		$244K Buy
724
+50
+7% +$16.6K 0.15% 72
2021
Q3 		$229K Hold
674
– – 0.14% 83
2021
Q2 		$234K Buy
+674
New +$216K 0.13% 86
2021
Q1 		– Sell
-761
Closed -$208K – 86
2020
Q4 		$208K Sell
761
-180
-19% -$49.3K 0.14% 63
2020
Q3 		$246K Hold
941
– – 0.27% 53
2020
Q2 		$214K Buy
+941
New +$196K 0.18% 58

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

Plotkin Financial Advisors's META Position: Q1 2026 in Review

Plotkin Financial Advisors increased its Meta Platforms (Facebook) (META) stake by 6.4% in Q1 2026, buying an estimated $60.2K and bringing the position to 1,574 shares worth $901K. The position accounts for 0.45% of the portfolio, ranked #41.

Plotkin Financial Advisors first reported a position in META in Q2 2020 and has held it in 17 quarters since. The position peaked at $1.08M in Q1 2025. 5,067 funds tracked by Wall St. Rank hold META as of Q1 2026.

  • Plotkin Financial Advisors held 1,574 shares of Meta Platforms (Facebook) worth $901K as of Q1 2026.
  • Plotkin Financial Advisors bought 94 Meta Platforms (Facebook) shares in Q1 2026, an estimated $60.2K.
  • Meta Platforms (Facebook) made up 0.45% of Plotkin Financial Advisors's portfolio in Q1 2026, its #41 holding.
  • Plotkin Financial Advisors first reported a position in Meta Platforms (Facebook) in Q2 2020 and has held it in 17 quarters since.
  • Plotkin Financial Advisors's Meta Platforms (Facebook) position peaked at $1.08M in Q1 2025.
  • 5,067 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Plotkin Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.