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

AIMZ 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 		$14.3M Sell
25,024
-307
-1% -$197K 4.42% 2
2025
Q4 		$16.7M Sell
25,331
-249
-1% -$166K 4.78% 2
2025
Q3 		$18.8M Sell
25,580
-623
-2% -$464K 5.9% 2
2025
Q2 		$19.3M Sell
26,203
-1,156
-4% -$714K 6.47% 1
2025
Q1 		$15.8M Sell
27,359
-1,258
-4% -$812K 5.51% 2
2024
Q4 		$16.8M Sell
28,617
-681
-2% -$400K 5.82% 2
2024
Q3 		$16.8M Sell
29,298
-1,672
-5% -$860K 5.72% 2
2024
Q2 		$15.6M Sell
30,970
-524
-2% -$255K 5.6% 2
2024
Q1 		$15.3M Buy
31,494
+576
+2% +$257K 5.7% 2
2023
Q4 		$10.9M Sell
30,918
-184
-0.6% -$59.9K 4.43% 3
2023
Q3 		$9.34M Sell
31,102
-388
-1% -$117K 4.15% 3
2023
Q2 		$9.04M Sell
31,490
-120
-0.4% -$29.6K 3.88% 3
2023
Q1 		$6.7M Hold
31,610
– – 3% 6
2022
Q4 		$3.8M Sell
31,610
-1,785
-5% -$210K 1.8% 15
2022
Q3 		$4.53M Buy
33,395
+279
+0.8% +$45.2K 2.29% 8
2022
Q2 		$5.34M Sell
33,116
-8
-0% -$1.54K 2.56% 7
2022
Q1 		$7.37M Buy
33,124
+16,909
+104% +$4.23M 3.03% 6
2021
Q4 		$5.45M Sell
16,215
-39
-0.2% -$12.9K 2.12% 9
2021
Q3 		$5.52M Buy
16,254
+134
+0.8% +$48.3K 2.49% 8
2021
Q2 		$5.61M Buy
16,120
+31
+0.2% +$9.95K 2.51% 7
2021
Q1 		$4.74M Buy
16,089
+26
+0.2% +$7K 2.32% 8
2020
Q4 		$4.39M Buy
16,063
+670
+4% +$184K 2.3% 10
2020
Q3 		$4.03M Buy
15,393
+54
+0.4% +$13.9K 2.41% 8
2020
Q2 		$3.48M Sell
15,339
-1,959
-11% -$409K 2.26% 11
2020
Q1 		$2.88M Buy
17,298
+949
+6% +$186K 2.24% 13
2019
Q4 		$3.36M Buy
16,349
+911
+6% +$176K 2.17% 14
2019
Q3 		$2.75M Buy
15,438
+1,126
+8% +$214K 1.89% 19
2019
Q2 		$2.76M Buy
14,312
+1,124
+9% +$205K 1.9% 19
2019
Q1 		$2.2M Sell
13,188
-473
-3% -$75.2K 1.51% 23
2018
Q4 		$1.79M Buy
13,661
+745
+6% +$108K 1.38% 29
2018
Q3 		$2.12M Buy
12,916
+756
+6% +$137K 1.37% 27
2018
Q2 		$2.36M Buy
12,160
+744
+7% +$134K 1.67% 19
2018
Q1 		$1.82M Sell
11,416
-428
-4% -$76.8K 1.32% 28
2017
Q4 		$2.09M Buy
11,844
+589
+5% +$104K 1.57% 20
2017
Q3 		$1.92M Buy
11,255
+590
+6% +$98.5K 1.58% 20
2017
Q2 		$1.61M Buy
10,665
+589
+6% +$87.6K 1.35% 25
2017
Q1 		$1.43M Buy
10,076
+924
+10% +$123K 1.21% 30
2016
Q4 		$1.05M Buy
9,152
+982
+12% +$121K 0.94% 42
2016
Q3 		$1.05M Buy
8,170
+719
+10% +$89.3K 0.94% 41
2016
Q2 		$852K Sell
7,451
-14,420
-66% -$1.66M 0.78% 50
2016
Q1 		$2.01M Buy
21,871
+16,289
+292% +$1.72M 0.89% 44
2015
Q4 		$584K Sell
5,582
-10,622
-66% -$1.09M 0.53% 59
2015
Q3 		$1.46M Buy
16,204
+432
+3% +$39.6K 1.34% 26
2015
Q2 		$1.35M Buy
15,772
+632
+4% +$51.6K 1.17% 33
2015
Q1 		$1.25M Sell
15,140
-1,730
-10% -$136K 1.07% 35
2014
Q4 		$1.32M Buy
+16,870
New +$1.29M 1.17% 32

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

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

AIMZ Investment Advisors reduced its Meta Platforms (Facebook) (META) stake by 1.2% in Q1 2026, selling an estimated $197K and leaving 25,024 shares worth $14.3M. The position accounts for 4.42% of the portfolio, ranked #2.

AIMZ Investment Advisors first reported a position in META in Q4 2014 and has held it in 46 quarters since. The position peaked at $19.3M in Q2 2025. 5,064 funds tracked by Wall St. Rank hold META as of Q1 2026.

  • AIMZ Investment Advisors held 25,024 shares of Meta Platforms (Facebook) worth $14.3M as of Q1 2026.
  • AIMZ Investment Advisors sold 307 Meta Platforms (Facebook) shares in Q1 2026, an estimated $197K.
  • Meta Platforms (Facebook) made up 4.42% of AIMZ Investment Advisors's portfolio in Q1 2026, its #2 holding.
  • AIMZ Investment Advisors first reported a position in Meta Platforms (Facebook) in Q4 2014 and has held it in 46 quarters since.
  • AIMZ Investment Advisors's Meta Platforms (Facebook) position peaked at $19.3M in Q2 2025.
  • 5,064 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on AIMZ Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.