TWPM
META icon

Total Wealth Planning & Management’s Meta Platforms (Facebook) META Stock Holding History

Total Wealth Planning & Management’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 		$1.2M Buy
2,091
+201
+11% +$129K 0.88% 31
2025
Q4 		$1.25M Buy
+1,890
New +$1.26M 0.92% 23
2025
Q2 		$1.54M Hold
2,087
– – 1.25% 12
2025
Q1 		$1.2M Sell
2,087
-141
-6% -$91K 1.14% 17
2024
Q4 		$1.3M Buy
+2,228
New +$1.31M 1.18% 16

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

Total Wealth Planning & Management's META Position: Q1 2026 in Review

Total Wealth Planning & Management increased its Meta Platforms (Facebook) (META) stake by 11% in Q1 2026, buying an estimated $129K and bringing the position to 2,091 shares worth $1.2M. The position accounts for 0.88% of the portfolio, ranked #31.

Total Wealth Planning & Management first reported a position in META in Q4 2024 and has held it in 5 quarters since. The position peaked at $1.54M in Q2 2025. 5,066 funds tracked by Wall St. Rank hold META as of Q1 2026.

  • Total Wealth Planning & Management held 2,091 shares of Meta Platforms (Facebook) worth $1.2M as of Q1 2026.
  • Total Wealth Planning & Management bought 201 Meta Platforms (Facebook) shares in Q1 2026, an estimated $129K.
  • Meta Platforms (Facebook) made up 0.88% of Total Wealth Planning & Management's portfolio in Q1 2026, its #31 holding.
  • Total Wealth Planning & Management first reported a position in Meta Platforms (Facebook) in Q4 2024 and has held it in 5 quarters since.
  • Total Wealth Planning & Management's Meta Platforms (Facebook) position peaked at $1.54M in Q2 2025.
  • 5,066 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Total Wealth Planning & Management's 13F filing for Q1 2026, filed 5 May 2026.