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Affinity Investment Advisors’s Meta Platforms (Facebook) META Stock Holding History

Affinity Investment Advisors’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 		$1.88M Buy
3,286
+399
+14% +$256K 1.18% 24
2025
Q4 		$1.91M Buy
2,887
+36
+1% +$24K 1.27% 24
2025
Q3 		$2.09M Buy
2,851
+59
+2% +$43.9K 1.42% 18
2025
Q2 		$2.06M Sell
2,792
-2,244
-45% -$1.39M 1.56% 16
2025
Q1 		$2.9M Buy
5,036
+90
+2% +$58.1K 2.36% 5
2024
Q4 		$2.9M Sell
4,946
-682
-12% -$400K 2.41% 4
2024
Q3 		$3.22M Sell
5,628
-7
-0.1% -$3.6K 2.21% 7
2024
Q2 		$2.84M Sell
5,635
-1,125
-17% -$547K 2.13% 7
2024
Q1 		$3.28M Sell
6,760
-3,810
-36% -$1.7M 2.4% 4
2023
Q4 		$3.74M Buy
10,570
+2,187
+26% +$712K 2.55% 3
2023
Q3 		$2.52M Sell
8,383
-63
-0.7% -$19K 1.62% 5
2023
Q2 		$2.42M Buy
8,446
+2,556
+43% +$631K 1.4% 7
2023
Q1 		$1.25M Buy
+5,890
New +$1M 0.67% 43
2018
Q3 		– Sell
-32,225
Closed -$6.26M – 172
2018
Q2 		$6.26M Sell
32,225
-14,220
-31% -$2.57M 0.88% 48
2018
Q1 		$7.42M Sell
46,445
-2,293
-5% -$412K 0.87% 52
2017
Q4 		$8.6M Sell
48,738
-358
-0.7% -$63.3K 0.98% 44
2017
Q3 		$8.39M Sell
49,096
-816
-2% -$136K 0.97% 49
2017
Q2 		$7.54M Sell
49,912
-3,558
-7% -$529K 0.9% 52
2017
Q1 		$7.59M Buy
53,470
+2,355
+5% +$315K 0.69% 59
2016
Q4 		$5.88M Sell
51,115
-825
-2% -$101K 0.55% 60
2016
Q3 		$6.66M Sell
51,940
-2,223
-4% -$276K 0.57% 61
2016
Q2 		$6.19M Sell
54,163
-33
-0.1% -$3.8K 0.46% 77
2016
Q1 		$6.18M Buy
+54,196
New +$5.72M 0.54% 59

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

Affinity Investment Advisors's META Position: Q1 2026 in Review

Affinity Investment Advisors increased its Meta Platforms (Facebook) (META) stake by 14% in Q1 2026, buying an estimated $256K and bringing the position to 3,286 shares worth $1.88M. The position accounts for 1.18% of the portfolio, ranked #24.

Affinity Investment Advisors first reported a position in META in Q1 2016 and has held it in 23 quarters since. The position peaked at $8.6M in Q4 2017. 5,064 funds tracked by Wall St. Rank hold META as of Q1 2026.

  • Affinity Investment Advisors held 3,286 shares of Meta Platforms (Facebook) worth $1.88M as of Q1 2026.
  • Affinity Investment Advisors bought 399 Meta Platforms (Facebook) shares in Q1 2026, an estimated $256K.
  • Meta Platforms (Facebook) made up 1.18% of Affinity Investment Advisors's portfolio in Q1 2026, its #24 holding.
  • Affinity Investment Advisors first reported a position in Meta Platforms (Facebook) in Q1 2016 and has held it in 23 quarters since.
  • Affinity Investment Advisors's Meta Platforms (Facebook) position peaked at $8.6M in Q4 2017.
  • 5,064 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Affinity Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.