SFP
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Sterling Financial Planning’s Meta Platforms (Facebook) META Stock Holding History

Sterling Financial Planning’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 		$599K Buy
1,046
+38
+4% +$24.4K 0.18% 64
2025
Q4 		$666K Sell
1,008
-10
-1% -$6.68K 0.2% 61
2025
Q3 		$748K Sell
1,018
-34
-3% -$25.3K 0.24% 57
2025
Q2 		$776K Sell
1,052
-11
-1% -$6.8K 0.26% 55
2025
Q1 		$612K Buy
1,063
+11
+1% +$7.1K 0.22% 61
2024
Q4 		$616K Sell
1,052
-525
-33% -$308K 0.23% 58
2024
Q3 		$903K Buy
1,577
+20
+1% +$10.3K 0.33% 53
2024
Q2 		$785K Hold
1,557
– – 0.32% 54
2024
Q1 		$756K Sell
1,557
-80
-5% -$35.7K 0.31% 55
2023
Q4 		$579K Sell
1,637
-93
-5% -$30.3K 0.25% 61
2023
Q3 		$519K Hold
1,730
– – 0.27% 57
2023
Q2 		$496K Hold
1,730
– – 0.25% 62
2023
Q1 		$367K Hold
1,730
– – 0.2% 71
2022
Q4 		$208K Sell
1,730
-25
-1% -$2.94K 0.12% 89
2022
Q3 		$238K Buy
1,755
+45
+3% +$7.29K 0.17% 80
2022
Q2 		$276K Sell
1,710
-38
-2% -$7.33K 0.19% 75
2022
Q1 		$389K Sell
1,748
-139
-7% -$34.7K 0.24% 59
2021
Q4 		$635K Hold
1,887
– – 0.4% 45
2021
Q3 		$640K Sell
1,887
-477
-20% -$172K 0.41% 41
2021
Q2 		$822K Hold
2,364
– – 0.53% 35
2021
Q1 		$696K Sell
2,364
-102
-4% -$27.5K 0.5% 37
2020
Q4 		$674K Buy
+2,466
New +$676K 0.54% 33

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

Sterling Financial Planning's META Position: Q1 2026 in Review

Sterling Financial Planning increased its Meta Platforms (Facebook) (META) stake by 3.8% in Q1 2026, buying an estimated $24.4K and bringing the position to 1,046 shares worth $599K. The position accounts for 0.18% of the portfolio, ranked #64.

Sterling Financial Planning first reported a position in META in Q4 2020 and has held it in 22 quarters since. The position peaked at $903K in Q3 2024. 5,064 funds tracked by Wall St. Rank hold META as of Q1 2026.

  • Sterling Financial Planning held 1,046 shares of Meta Platforms (Facebook) worth $599K as of Q1 2026.
  • Sterling Financial Planning bought 38 Meta Platforms (Facebook) shares in Q1 2026, an estimated $24.4K.
  • Meta Platforms (Facebook) made up 0.18% of Sterling Financial Planning's portfolio in Q1 2026, its #64 holding.
  • Sterling Financial Planning first reported a position in Meta Platforms (Facebook) in Q4 2020 and has held it in 22 quarters since.
  • Sterling Financial Planning's Meta Platforms (Facebook) position peaked at $903K in Q3 2024.
  • 5,064 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Sterling Financial Planning's 13F filing for Q1 2026, filed 6 May 2026.