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Annis Gardner Whiting Capital Advisors’s Meta Platforms (Facebook) META Stock Holding History

Annis Gardner Whiting Capital 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 		$6.43M Buy
11,236
+361
+3% +$231K 1.03% 14
2025
Q4 		$7.18M Buy
10,875
+512
+5% +$342K 1.36% 11
2025
Q3 		$7.61M Buy
10,363
+2,712
+35% +$2.02M 1.57% 11
2025
Q2 		$5.65M Buy
7,651
+360
+5% +$222K 1.96% 7
2025
Q1 		$4.2M Sell
7,291
-1,873
-20% -$1.21M 1.78% 7
2024
Q4 		$5.37M Sell
9,164
-162
-2% -$95.1K 1.5% 11
2024
Q3 		$5.34M Sell
9,326
-1,123
-11% -$578K 1.5% 9
2024
Q2 		$5.27M Buy
10,449
+5,114
+96% +$2.49M 1.5% 12
2024
Q1 		$2.59M Buy
5,335
+1,276
+31% +$569K 0.93% 14
2023
Q4 		$1.44M Buy
4,059
+623
+18% +$203K 0.64% 22
2023
Q3 		$1.03M Buy
+3,436
New +$1.04M 0.55% 28

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

Annis Gardner Whiting Capital Advisors's META Position: Q1 2026 in Review

Annis Gardner Whiting Capital Advisors increased its Meta Platforms (Facebook) (META) stake by 3.3% in Q1 2026, buying an estimated $231K and bringing the position to 11,236 shares worth $6.43M. The position accounts for 1.03% of the portfolio, ranked #14.

Annis Gardner Whiting Capital Advisors first reported a position in META in Q3 2023 and has held it in 11 quarters since. The position peaked at $7.61M in Q3 2025. 5,064 funds tracked by Wall St. Rank hold META as of Q1 2026.

  • Annis Gardner Whiting Capital Advisors held 11,236 shares of Meta Platforms (Facebook) worth $6.43M as of Q1 2026.
  • Annis Gardner Whiting Capital Advisors bought 361 Meta Platforms (Facebook) shares in Q1 2026, an estimated $231K.
  • Meta Platforms (Facebook) made up 1.03% of Annis Gardner Whiting Capital Advisors's portfolio in Q1 2026, its #14 holding.
  • Annis Gardner Whiting Capital Advisors first reported a position in Meta Platforms (Facebook) in Q3 2023 and has held it in 11 quarters since.
  • Annis Gardner Whiting Capital Advisors's Meta Platforms (Facebook) position peaked at $7.61M in Q3 2025.
  • 5,064 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q1 2026, filed 6 May 2026.