AFT
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Alpha Family Trust’s Meta Platforms (Facebook) META Stock Holding History

Alpha Family Trust’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 		$6.39M Hold
11,162
– – 3.1% 7
2025
Q4 		$7.37M Hold
11,162
– – 3.36% 7
2025
Q3 		$8.2M Hold
11,162
– – 3.84% 7
2025
Q2 		$8.24M Hold
11,162
– – 4.08% 6
2025
Q1 		$6.43M Sell
11,162
-84
-0.7% -$54.2K 3.75% 7
2024
Q4 		$6.58M Hold
11,246
– – 3.7% 7
2024
Q3 		$6.44M Hold
11,246
– – 3.59% 7
2024
Q2 		$5.67M Hold
11,246
– – 3.32% 7
2024
Q1 		$5.46M Hold
11,246
– – 3.3% 8
2023
Q4 		$3.98M Hold
11,246
– – 2.69% 10
2023
Q3 		$3.38M Sell
11,246
-176
-2% -$53K 2.57% 10
2023
Q2 		$3.28M Buy
11,422
+176
+2% +$43.4K 2.29% 11
2023
Q1 		$2.38M Buy
11,246
+2,613
+30% +$445K 1.89% 11
2022
Q4 		$1.04M Buy
8,633
+5,729
+197% +$673K 0.94% 14
2022
Q3 		$394K Sell
2,904
-71,094
-96% -$11.5M 0.3% 23
2022
Q2 		$11.9M Sell
73,998
-44,702
-38% -$8.62M 7.6% 5
2022
Q1 		$26.4M Hold
118,700
– – 10.71% 3
2021
Q4 		$39.9M Buy
118,700
+12,400
+12% +$4.12M 11.2% 3
2021
Q3 		$36.1M Hold
106,300
– – 11.68% 3
2021
Q2 		$37M Hold
106,300
– – 11.63% 3
2021
Q1 		$31.3M Buy
106,300
+47,800
+82% +$12.9M 14.52% 2
2020
Q4 		$16M Buy
+58,500
New +$16M 9.97% 4

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

Alpha Family Trust's META Position: Q1 2026 in Review

Alpha Family Trust held its Meta Platforms (Facebook) (META) position steady in Q1 2026 at 11,162 shares worth $6.39M. The position accounts for 3.1% of the portfolio, ranked #7.

Alpha Family Trust first reported a position in META in Q4 2020 and has held it in 22 quarters since. The position peaked at $39.9M in Q4 2021. 5,069 funds tracked by Wall St. Rank hold META as of Q1 2026.

  • Alpha Family Trust held 11,162 shares of Meta Platforms (Facebook) worth $6.39M as of Q1 2026.
  • Alpha Family Trust left its Meta Platforms (Facebook) share count unchanged in Q1 2026.
  • Meta Platforms (Facebook) made up 3.1% of Alpha Family Trust's portfolio in Q1 2026, its #7 holding.
  • Alpha Family Trust first reported a position in Meta Platforms (Facebook) in Q4 2020 and has held it in 22 quarters since.
  • Alpha Family Trust's Meta Platforms (Facebook) position peaked at $39.9M in Q4 2021.
  • 5,069 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Alpha Family Trust's 13F filing for Q1 2026, filed 13 May 2026.