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 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 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

Summit Wealth & Retirement Planning's META Position: Q1 2026 in Review

Summit Wealth & Retirement Planning reduced its Meta Platforms (Facebook) (META) stake by 1.7% in Q1 2026, selling an estimated $9.61K and leaving 848 shares worth $485K. The position accounts for 0.12% of the portfolio, ranked #64.

Summit Wealth & Retirement Planning first reported a position in META in Q2 2019 and has held it in 15 quarters since. The position peaked at $1.03M in Q4 2021. 5,064 funds tracked by Wall St. Rank hold META as of Q1 2026.

Summit Wealth & Retirement Planning held 848 shares of Meta Platforms (Facebook) worth $485K as of Q1 2026.
Summit Wealth & Retirement Planning sold 15 Meta Platforms (Facebook) shares in Q1 2026, an estimated $9.61K.
Meta Platforms (Facebook) made up 0.12% of Summit Wealth & Retirement Planning's portfolio in Q1 2026, its #64 holding.
Summit Wealth & Retirement Planning first reported a position in Meta Platforms (Facebook) in Q2 2019 and has held it in 15 quarters since.
Summit Wealth & Retirement Planning's Meta Platforms (Facebook) position peaked at $1.03M in Q4 2021.
5,064 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Summit Wealth & Retirement Planning's 13F filing for Q1 2026, filed 11 May 2026.