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

SwitchPoint 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 		$275K Sell
481
-2
-0.4% -$1.28K 0.19% 53
2025
Q4 		$319K Buy
483
+31
+7% +$20.7K 0.22% 48
2025
Q3 		$332K Buy
452
+39
+9% +$29K 0.24% 45
2025
Q2 		$305K Buy
413
+32
+8% +$19.8K 0.25% 43
2025
Q1 		$220K Buy
381
+21
+6% +$13.5K 0.21% 45
2024
Q4 		$211K Buy
+360
New +$211K 0.2% 48

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

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

SwitchPoint Financial Planning reduced its Meta Platforms (Facebook) (META) stake by 0.41% in Q1 2026, selling an estimated $1.28K and leaving 481 shares worth $275K. The position accounts for 0.19% of the portfolio, ranked #53.

SwitchPoint Financial Planning first reported a position in META in Q4 2024 and has held it in 6 quarters since. The position peaked at $332K in Q3 2025. 5,067 funds tracked by Wall St. Rank hold META as of Q1 2026.

  • SwitchPoint Financial Planning held 481 shares of Meta Platforms (Facebook) worth $275K as of Q1 2026.
  • SwitchPoint Financial Planning sold 2 Meta Platforms (Facebook) shares in Q1 2026, an estimated $1.28K.
  • Meta Platforms (Facebook) made up 0.19% of SwitchPoint Financial Planning's portfolio in Q1 2026, its #53 holding.
  • SwitchPoint Financial Planning first reported a position in Meta Platforms (Facebook) in Q4 2024 and has held it in 6 quarters since.
  • SwitchPoint Financial Planning's Meta Platforms (Facebook) position peaked at $332K in Q3 2025.
  • 5,067 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on SwitchPoint Financial Planning's 13F filing for Q1 2026, filed 30 Apr 2026.