Back to META
WealthPlan Investment Management, LLC → META
WealthPlan Investment Management, LLC META Position History
Meta Platforms, Inc. • Technology
Quarters held
10
Latest value
$28.1M
Q3 2026
Peak value
$28.1M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $16.8M |
| Q3 2025 | $38K |
| Q4 2025 | $20.3M |
| Q4 2025 | $34K |
| Q1 2026 | $20K |
| Q1 2026 | $24M |
| Q2 2026 | $61K |
| Q2 2026 | $23M |
| Q3 2026 | $78K |
| Q3 2026 | $28.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $28.1M | 38.8K | — | — |
| Q3 2026 | $78K | 108 | — | — |
| Q2 2026 | $23M | 40.9K | — | — |
| Q2 2026 | $61K | 108 | — | — |
| Q1 2026 | $24M | 41.9K | — | — |
| Q1 2026 | $20K | 35 | — | — |
| Q4 2025 | $34K | 52 | — | — |
| Q4 2025 | $20.3M | 30.8K | — | — |
| Q3 2025 | $38K | 52 | — | — |
| Q3 2025 | $16.8M | 22.9K | — | — |
Other funds holding META
$134.4B
$126.2B
$117.7B
$104.2B
$64.2B
$63.5B
$51.8B