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

Sigma Planning Corp’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	$22.5M	Sell	39,379 -964	-2%	-$618K	0.63%	20
2025 Q4	$26.7M	Buy	40,343 +1,143	+3%	+$763K	0.74%	14
2025 Q3	$28.8M	Sell	39,200 -223	-0.6%	-$166K	0.82%	14
2025 Q2	$29.1M	Buy	39,423 +580	+1%	+$358K	0.87%	12
2025 Q1	$22.4M	Buy	38,843 +6,211	+19%	+$4.01M	0.71%	17
2024 Q4	$19.1M	Buy	32,632 +1,685	+5%	+$989K	0.6%	21
2024 Q3	$17.7M	Sell	30,947 -1,463	-5%	-$753K	0.54%	27
2024 Q2	$16.3M	Sell	32,410 -574	-2%	-$279K	0.52%	27
2024 Q1	$16M	Buy	32,984 +17,468	+113%	+$7.79M	0.5%	27
2023 Q4	$5.49M	Sell	15,516 -14,097	-48%	-$4.59M	0.43%	37
2023 Q3	$8.89M	Buy	29,613 +1,767	+6%	+$532K	0.33%	53
2023 Q2	$7.99M	Sell	27,846 -7,203	-21%	-$1.78M	0.29%	63
2023 Q1	$7.43M	Sell	35,049 -7,370	-17%	-$1.26M	0.25%	85
2022 Q4	$5.1M	Sell	42,419 -8,404	-17%	-$987K	0.18%	121
2022 Q3	$6.9M	Sell	50,823 -4,356	-8%	-$706K	0.26%	79
2022 Q2	$8.9M	Sell	55,179 -7,861	-12%	-$1.52M	0.31%	60
2022 Q1	$14M	Buy	63,040 +3,498	+6%	+$874K	0.42%	37
2021 Q4	$20M	Buy	59,542 +1,307	+2%	+$434K	0.56%	29
2021 Q3	$19.8M	Buy	58,235 +3,072	+6%	+$1.11M	0.59%	26
2021 Q2	$19.2M	Buy	55,163 +1,078	+2%	+$346K	0.57%	25
2021 Q1	$15.9M	Sell	54,085 -3,435	-6%	-$925K	0.51%	28
2020 Q4	$15.7M	Buy	57,520 +340	+0.6%	+$93.2K	0.53%	29
2020 Q3	$15M	Buy	57,180 +4,048	+8%	+$1.04M	0.59%	24
2020 Q2	$12.1M	Buy	53,132 +3,267	+7%	+$682K	0.53%	27
2020 Q1	$8.32M	Sell	49,865 -770	-2%	-$151K	0.49%	33
2019 Q4	$10.4M	Buy	50,635 +2,764	+6%	+$535K	0.44%	37
2019 Q3	$8.53M	Sell	47,871 -6,751	-12%	-$1.28M	0.41%	46
2019 Q2	$10.5M	Buy	54,622 +4,597	+9%	+$840K	0.54%	32
2019 Q1	$8.34M	Buy	50,025 +115	+0.2%	+$18.3K	0.47%	37
2018 Q4	$6.54M	Sell	49,910 -13,418	-21%	-$1.94M	0.48%	40
2018 Q3	$10.4M	Buy	63,328 +18,632	+42%	+$3.37M	0.61%	29
2018 Q2	$8.69M	Buy	44,696 +4,159	+10%	+$752K	0.58%	33
2018 Q1	$6.48M	Sell	40,537 -11,814	-23%	-$2.12M	0.47%	42
2017 Q4	$9.24M	Buy	52,351 +3,363	+7%	+$594K	0.71%	23
2017 Q3	$8.37M	Buy	48,988 +820	+2%	+$137K	0.69%	23
2017 Q2	$7.27M	Buy	48,168 +2,014	+4%	+$299K	0.68%	22
2017 Q1	$6.56M	Buy	46,154 +726	+2%	+$97K	0.63%	28
2016 Q4	$5.23M	Buy	45,428 +2,601	+6%	+$319K	0.57%	40
2016 Q3	$5.49M	Buy	42,827 +3,069	+8%	+$381K	0.65%	29
2016 Q2	$4.54M	Buy	39,758 +3,060	+8%	+$353K	0.59%	36
2016 Q1	$4.19M	Buy	36,698 +883	+2%	+$93.2K	0.57%	36
2015 Q4	$3.75M	Buy	35,815 +3,676	+11%	+$378K	0.52%	37
2015 Q3	$2.89M	Buy	32,139 +1,162	+4%	+$107K	0.46%	40
2015 Q2	$2.66M	Buy	30,977 +3,350	+12%	+$274K	0.37%	65
2015 Q1	$2.27M	Sell	27,627 -3,183	-10%	-$249K	0.3%	77
2014 Q4	$2.4M	Buy	+30,810	New	+$2.36M	0.32%	76

Other funds holding META

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Sigma Planning Corp's META Position: Q1 2026 in Review

Sigma Planning Corp reduced its Meta Platforms (Facebook) (META) stake by 2.4% in Q1 2026, selling an estimated $618K and leaving 39,379 shares worth $22.5M. The position accounts for 0.63% of the portfolio, ranked #20.

Sigma Planning Corp first reported a position in META in Q4 2014 and has held it in 46 quarters since. The position peaked at $29.1M in Q2 2025. 5,066 funds tracked by Wall St. Rank hold META as of Q1 2026.

Sigma Planning Corp held 39,379 shares of Meta Platforms (Facebook) worth $22.5M as of Q1 2026.
Sigma Planning Corp sold 964 Meta Platforms (Facebook) shares in Q1 2026, an estimated $618K.
Meta Platforms (Facebook) made up 0.63% of Sigma Planning Corp's portfolio in Q1 2026, its #20 holding.
Sigma Planning Corp first reported a position in Meta Platforms (Facebook) in Q4 2014 and has held it in 46 quarters since.
Sigma Planning Corp's Meta Platforms (Facebook) position peaked at $29.1M in Q2 2025.
5,066 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Sigma Planning Corp's 13F filing for Q1 2026, filed 4 May 2026.