WIM
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WealthPlan Investment Management’s Meta Platforms (Facebook) META Stock Holding History

WealthPlan Investment 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 		$23.1M Sell
40,971
-983
-2% -$601K 1.15% 21
2026
Q1 		$24M Buy
41,954
+11,086
+36% +$7.1M 1.34% 15
2025
Q4 		$20.4M Buy
30,868
+7,876
+34% +$5.26M 1.3% 15
2025
Q3 		$16.9M Buy
22,992
+53
+0.2% +$39.4K 1.12% 22
2025
Q2 		$16.9M Buy
22,939
+1,400
+6% +$865K 1.23% 18
2025
Q1 		$12.4M Sell
21,539
-1,287
-6% -$830K 1.22% 20
2024
Q4 		$13.4M Buy
22,826
+630
+3% +$370K 1.32% 19
2024
Q3 		$12.7M Buy
22,196
+1,588
+8% +$817K 1.29% 18
2024
Q2 		$10.4M Sell
20,608
-666
-3% -$324K 1.57% 15
2024
Q1 		$10.3M Sell
21,274
-1,094
-5% -$488K 1.58% 19
2023
Q4 		$7.92M Buy
22,368
+139
+0.6% +$45.3K 1.27% 29
2023
Q3 		$6.67M Buy
22,229
+7,821
+54% +$2.36M 1.18% 35
2023
Q2 		$4.13M Sell
14,408
-9,576
-40% -$2.36M 1.23% 34
2023
Q1 		$5.08M Sell
23,984
-10,632
-31% -$1.81M 0.88% 46
2022
Q4 		$6.21M Sell
34,616
-20,194
-37% -$2.37M 0.43% 60
2022
Q3 		$6.24M Buy
+54,810
New +$8.88M 0.46% 63
2022
Q1 		$11.6M Buy
+57,823
New +$14.5M 0.8% 44

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

WealthPlan Investment Management's META Position: Q2 2026 in Review

WealthPlan Investment Management reduced its Meta Platforms (Facebook) (META) stake by 2.3% in Q2 2026, selling an estimated $601K and leaving 40,971 shares worth $23.1M. The position accounts for 1.15% of the portfolio, ranked #21.

WealthPlan Investment Management first reported a position in META in Q1 2022 and has held it in 17 quarters since. The position peaked at $24M in Q1 2026. 5,069 funds tracked by Wall St. Rank hold META as of Q2 2026.

  • WealthPlan Investment Management held 40,971 shares of Meta Platforms (Facebook) worth $23.1M as of Q2 2026.
  • WealthPlan Investment Management sold 983 Meta Platforms (Facebook) shares in Q2 2026, an estimated $601K.
  • Meta Platforms (Facebook) made up 1.15% of WealthPlan Investment Management's portfolio in Q2 2026, its #21 holding.
  • WealthPlan Investment Management first reported a position in Meta Platforms (Facebook) in Q1 2022 and has held it in 17 quarters since.
  • WealthPlan Investment Management's Meta Platforms (Facebook) position peaked at $24M in Q1 2026.
  • 5,069 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.