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

Walled Lake Planning & Wealth 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
Q2 		$769K Buy
1,365
+13
+1% +$7.95K 0.19% 60
2026
Q1 		$774K Sell
1,352
-97
-7% -$62.2K 0.23% 49
2025
Q4 		$957K Buy
1,449
+1
+0.1% +$668 0.3% 46
2025
Q3 		$1.06M Sell
1,448
-81
-5% -$60.3K 0.35% 42
2025
Q2 		$1.13M Sell
1,529
-81
-5% -$50.1K 0.37% 45
2025
Q1 		$928K Sell
1,610
-205
-11% -$132K 0.33% 46
2024
Q4 		$1.06M Sell
1,815
-19
-1% -$11.2K 0.4% 43
2024
Q3 		$1.05M Buy
1,834
+1
+0.1% +$515 0.39% 41
2024
Q2 		$924K Sell
1,833
-39
-2% -$19K 0.38% 42
2024
Q1 		$909K Sell
1,872
-462
-20% -$206K 0.37% 39
2023
Q4 		$826K Buy
2,334
+34
+1% +$11.1K 0.38% 38
2023
Q3 		$691K Sell
2,300
-114
-5% -$34.3K 0.35% 40
2023
Q2 		$693K Sell
2,414
-4
-0.2% -$987 0.34% 40
2023
Q1 		$513K Buy
+2,418
New +$412K 0.27% 43
2022
Q4 		– Sell
-2,065
Closed -$280K – 74
2022
Q3 		$280K Buy
2,065
+46
+2% +$7.46K 0.2% 56
2022
Q2 		$326K Sell
2,019
-32
-2% -$6.17K 0.22% 51
2022
Q1 		$456K Buy
2,051
+296
+17% +$74K 0.27% 47
2021
Q4 		$590K Sell
1,755
-123
-7% -$40.8K 0.34% 41
2021
Q3 		$637K Hold
1,878
– – 0.39% 40
2021
Q2 		$653K Sell
1,878
-6
-0.3% -$1.93K 0.42% 37
2021
Q1 		$555K Sell
1,884
-20
-1% -$5.38K 0.38% 37
2020
Q4 		$520K Sell
1,904
-1,160
-38% -$318K 0.4% 39
2020
Q3 		$802K Sell
3,064
-120
-4% -$30.9K 0.65% 33
2020
Q2 		$723K Sell
3,184
-231
-7% -$48.2K 0.61% 32
2020
Q1 		$570K Sell
3,415
-130
-4% -$25.5K 0.52% 32
2019
Q4 		$728K Buy
+3,545
New +$687K 0.53% 32

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

Walled Lake Planning & Wealth Management's META Position: Q2 2026 in Review

Walled Lake Planning & Wealth Management increased its Meta Platforms (Facebook) (META) stake by 0.96% in Q2 2026, buying an estimated $7.95K and bringing the position to 1,365 shares worth $769K. The position accounts for 0.19% of the portfolio, ranked #60.

Walled Lake Planning & Wealth Management first reported a position in META in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.13M in Q2 2025. 5,040 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • Walled Lake Planning & Wealth Management held 1,365 shares of Meta Platforms (Facebook) worth $769K as of Q2 2026.
  • Walled Lake Planning & Wealth Management bought 13 Meta Platforms (Facebook) shares in Q2 2026, an estimated $7.95K.
  • Meta Platforms (Facebook) made up 0.19% of Walled Lake Planning & Wealth Management's portfolio in Q2 2026, its #60 holding.
  • Walled Lake Planning & Wealth Management first reported a position in Meta Platforms (Facebook) in Q4 2019 and has held it in 26 quarters since.
  • Walled Lake Planning & Wealth Management's Meta Platforms (Facebook) position peaked at $1.13M in Q2 2025.
  • 5,040 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.