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

Strategic Planning Inc’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 		$309K Buy
539
+34
+7% +$21.8K 0.15% 45
2025
Q4 		$333K Buy
505
+4
+0.8% +$2.67K 0.18% 44
2025
Q3 		$368K Buy
501
+129
+35% +$96K 0.21% 41
2025
Q2 		$274K Sell
372
-34
-8% -$21K 0.16% 48
2025
Q1 		$234K Buy
+406
New +$262K 0.13% 55

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

Strategic Planning Inc's META Position: Q1 2026 in Review

Strategic Planning Inc increased its Meta Platforms (Facebook) (META) stake by 6.7% in Q1 2026, buying an estimated $21.8K and bringing the position to 539 shares worth $309K. The position accounts for 0.15% of the portfolio, ranked #45.

Strategic Planning Inc first reported a position in META in Q1 2025 and has held it in 5 quarters since. The position peaked at $368K in Q3 2025. 5,067 funds tracked by Wall St. Rank hold META as of Q1 2026.

  • Strategic Planning Inc held 539 shares of Meta Platforms (Facebook) worth $309K as of Q1 2026.
  • Strategic Planning Inc bought 34 Meta Platforms (Facebook) shares in Q1 2026, an estimated $21.8K.
  • Meta Platforms (Facebook) made up 0.15% of Strategic Planning Inc's portfolio in Q1 2026, its #45 holding.
  • Strategic Planning Inc first reported a position in Meta Platforms (Facebook) in Q1 2025 and has held it in 5 quarters since.
  • Strategic Planning Inc's Meta Platforms (Facebook) position peaked at $368K in Q3 2025.
  • 5,067 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Strategic Planning Inc's 13F filing for Q1 2026, filed 18 May 2026.