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Summit Wealth & Retirement Planning’s Meta Platforms (Facebook) META Stock Holding History

Summit Wealth & Retirement 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
Q2 		$478K Buy
849
+1
+0.1% +$611 0.1% 70
2026
Q1 		$485K Sell
848
-15
-2% -$9.61K 0.12% 64
2025
Q4 		$570K Buy
863
+196
+29% +$131K 0.13% 54
2025
Q3 		$490K Buy
667
+6
+0.9% +$4.47K 0.12% 60
2025
Q2 		$488K Buy
661
+11
+2% +$6.8K 0.13% 55
2025
Q1 		$375K Hold
650
– – 0.11% 54
2024
Q4 		$381K Hold
650
– – 0.12% 53
2024
Q3 		$372K Hold
650
– – 0.12% 49
2024
Q2 		$328K Hold
650
– – 0.11% 50
2024
Q1 		$316K Buy
+650
New +$290K 0.11% 51
2022
Q3 		– Sell
-3,014
Closed -$486K – 114
2022
Q2 		$486K Sell
3,014
-36
-1% -$6.95K 0.19% 68
2022
Q1 		$678K Sell
3,050
-26
-0.8% -$6.5K 0.24% 57
2021
Q4 		$1.03M Buy
3,076
+760
+33% +$252K 0.35% 40
2021
Q3 		$786K Buy
+2,316
New +$834K 0.29% 50
2021
Q2 		– Sell
-925
Closed -$272K – 94
2021
Q1 		$272K Buy
+925
New +$249K 0.1% 84
2019
Q3 		– Sell
-1,132
Closed -$218K – 129
2019
Q2 		$218K Buy
+1,132
New +$207K 0.13% 124

Other funds holding META

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Summit Wealth & Retirement Planning's META Position: Q2 2026 in Review

Summit Wealth & Retirement Planning increased its Meta Platforms (Facebook) (META) stake by 0.12% in Q2 2026, buying an estimated $611 and bringing the position to 849 shares worth $478K. The position accounts for 0.1% of the portfolio, ranked #70.

Summit Wealth & Retirement Planning first reported a position in META in Q2 2019 and has held it in 16 quarters since. The position peaked at $1.03M in Q4 2021. 5,063 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Summit Wealth & Retirement Planning held 849 shares of Meta Platforms (Facebook) worth $478K as of Q2 2026.
  • Summit Wealth & Retirement Planning bought 1 Meta Platforms (Facebook) share in Q2 2026, an estimated $611.
  • Meta Platforms (Facebook) made up 0.1% of Summit Wealth & Retirement Planning's portfolio in Q2 2026, its #70 holding.
  • Summit Wealth & Retirement Planning first reported a position in Meta Platforms (Facebook) in Q2 2019 and has held it in 16 quarters since.
  • Summit Wealth & Retirement Planning's Meta Platforms (Facebook) position peaked at $1.03M in Q4 2021.
  • 5,063 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Summit Wealth & Retirement Planning's 13F filing for Q2 2026, filed 27 Jul 2026.