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Retirement Planning Group (New York)’s Meta Platforms (Facebook) META Stock Holding History

Retirement Planning Group (New York)’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 		$294K Buy
514
+79
+18% +$50.6K 0.19% 70
2025
Q4 		$287K Hold
435
– – 0.2% 71
2025
Q3 		$320K Buy
+435
New +$324K 0.24% 63

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

Retirement Planning Group (New York)'s META Position: Q1 2026 in Review

Retirement Planning Group (New York) increased its Meta Platforms (Facebook) (META) stake by 18% in Q1 2026, buying an estimated $50.6K and bringing the position to 514 shares worth $294K. The position accounts for 0.19% of the portfolio, ranked #70.

Retirement Planning Group (New York) first reported a position in META in Q3 2025 and has held it in 3 quarters since. The position peaked at $320K in Q3 2025. 5,068 funds tracked by Wall St. Rank hold META as of Q1 2026.

  • Retirement Planning Group (New York) held 514 shares of Meta Platforms (Facebook) worth $294K as of Q1 2026.
  • Retirement Planning Group (New York) bought 79 Meta Platforms (Facebook) shares in Q1 2026, an estimated $50.6K.
  • Meta Platforms (Facebook) made up 0.19% of Retirement Planning Group (New York)'s portfolio in Q1 2026, its #70 holding.
  • Retirement Planning Group (New York) first reported a position in Meta Platforms (Facebook) in Q3 2025 and has held it in 3 quarters since.
  • Retirement Planning Group (New York)'s Meta Platforms (Facebook) position peaked at $320K in Q3 2025.
  • 5,068 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Retirement Planning Group (New York)'s 13F filing for Q1 2026, filed 21 Apr 2026.