Analyst IMS Investment Management Services’s Meta Platforms (Facebook) META Stock Holding History

Analyst IMS Investment Management Services’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	$14.8M	Sell	25,956 -1,701	-6%	-$1.09M	0.45%	27
2025 Q4	$18.3M	Buy	27,657 +1,339	+5%	+$894K	0.53%	23
2025 Q3	$19.3M	Buy	26,318 +2,604	+11%	+$1.94M	0.6%	20
2025 Q2	$17.5M	Buy	23,714 +272	+1%	+$168K	0.6%	19
2025 Q1	$13.5M	Sell	23,442 -1,078	-4%	-$695K	0.53%	21
2024 Q4	$14.4M	Buy	24,520 +937	+4%	+$550K	0.53%	19
2024 Q3	$13.5M	Buy	23,583 +2,114	+10%	+$1.09M	0.52%	19
2024 Q2	$10.8M	Buy	21,469 +3,038	+16%	+$1.48M	0.44%	20
2024 Q1	$8.95M	Buy	18,431 +1,436	+8%	+$641K	0.39%	20
2023 Q4	$6.02M	Buy	16,995 +189	+1%	+$61.5K	0.31%	25
2023 Q3	$5.11M	Buy	16,806 +306	+2%	+$92.2K	0.32%	23
2023 Q2	$4.64M	Buy	16,500 +16	+0.1%	+$3.95K	0.31%	24
2023 Q1	$3.43M	Sell	16,484 -3,331	-17%	-$567K	0.26%	25
2022 Q4	$2.38M	Hold	19,815	–	–	0.2%	28
2022 Q3	$2.7M	Sell	19,815 -455	-2%	-$73.7K	0.26%	27
2022 Q2	$3.27M	Sell	20,270 -1,300	-6%	-$251K	0.31%	29
2022 Q1	$4.8M	Buy	21,570 +9,920	+85%	+$2.48M	0.42%	26
2021 Q4	$4.01M	Buy	11,650 +3,335	+40%	+$1.11M	0.38%	29
2021 Q3	$2.82M	Buy	8,315 +208	+3%	+$74.9K	0.35%	35
2021 Q2	$2.82M	Sell	8,107 -53	-0.6%	-$17K	0.34%	35
2021 Q1	$2.4M	Buy	8,160 +1,300	+19%	+$350K	0.32%	38
2020 Q4	$1.87M	Sell	6,860 -35	-0.5%	-$9.6K	0.31%	38
2020 Q3	$1.81M	Sell	6,895 -42	-0.6%	-$10.8K	0.37%	33
2020 Q2	$1.57M	Buy	6,937 +35	+0.5%	+$7.31K	0.37%	32
2020 Q1	$1.15M	Sell	6,902 -200	-3%	-$39.2K	0.37%	34
2019 Q4	$1.46M	Sell	7,102 -756	-10%	-$146K	0.4%	41
2019 Q3	$1.42M	Hold	7,858	–	–	0.42%	40
2019 Q2	$1.52M	Sell	7,858 -350	-4%	-$63.9K	0.45%	38
2019 Q1	$1.37M	Sell	8,208 -50	-0.6%	-$7.95K	0.42%	44
2018 Q4	$1.08K	Sell	8,258 -4,056	-33%	-$588K	0.17%	51
2018 Q3	$2.06K	Buy	12,314 +3,800	+45%	+$688K	0.33%	29
2018 Q2	$1.67M	Sell	8,514 -943	-10%	-$170K	0.51%	36
2018 Q1	$1.51M	Buy	9,457 +561	+6%	+$101K	0.48%	40
2017 Q4	$1.57M	Sell	8,896 -396	-4%	-$70K	0.48%	39
2017 Q3	$1.56M	Buy	9,292 +275	+3%	+$45.9K	0.51%	42
2017 Q2	$1.36M	Sell	9,017 -228	-2%	-$33.9K	0.48%	44
2017 Q1	$1.32M	Sell	9,245 -1,590	-15%	-$212K	0.51%	44
2016 Q4	$1.25M	Sell	10,835 -140	-1%	-$17.2K	0.55%	42
2016 Q3	$1.41M	Buy	10,975 +2,590	+31%	+$322K	0.6%	41
2016 Q2	$958K	Buy	8,385 +100	+1%	+$11.5K	0.4%	52
2016 Q1	$945K	Buy	8,285 +760	+10%	+$80.2K	0.41%	55
2015 Q4	$788K	Sell	7,525 -1,690	-18%	-$174K	0.33%	62
2015 Q3	$828K	Sell	9,215 -182	-2%	-$16.7K	0.35%	59
2015 Q2	$806K	Buy	9,397 +60	+0.6%	+$4.9K	0.31%	61
2015 Q1	$768K	Buy	+9,337	New	+$731K	0.3%	67

Other funds holding META

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Analyst IMS Investment Management Services's META Position: Q1 2026 in Review

Analyst IMS Investment Management Services reduced its Meta Platforms (Facebook) (META) stake by 6.2% in Q1 2026, selling an estimated $1.09M and leaving 25,956 shares worth $14.8M. The position accounts for 0.45% of the portfolio, ranked #27.

Analyst IMS Investment Management Services first reported a position in META in Q1 2015 and has held it in 45 quarters since. The position peaked at $19.3M in Q3 2025. 5,064 funds tracked by Wall St. Rank hold META as of Q1 2026.

Analyst IMS Investment Management Services held 25,956 shares of Meta Platforms (Facebook) worth $14.8M as of Q1 2026.
Analyst IMS Investment Management Services sold 1,701 Meta Platforms (Facebook) shares in Q1 2026, an estimated $1.09M.
Meta Platforms (Facebook) made up 0.45% of Analyst IMS Investment Management Services's portfolio in Q1 2026, its #27 holding.
Analyst IMS Investment Management Services first reported a position in Meta Platforms (Facebook) in Q1 2015 and has held it in 45 quarters since.
Analyst IMS Investment Management Services's Meta Platforms (Facebook) position peaked at $19.3M in Q3 2025.
5,064 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Analyst IMS Investment Management Services's 13F filing for Q1 2026, filed 23 Apr 2026.