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Aptus Capital Advisors’s Meta Platforms (Facebook) META Stock Holding History

Aptus 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 		$76.3M Sell
133,349
-6,832
-5% -$4.38M 0.6% 32
2025
Q4 		$92.5M Buy
140,181
+2,067
+1% +$1.38M 0.66% 32
2025
Q3 		$101M Sell
138,114
-90
-0.1% -$67K 0.74% 30
2025
Q2 		$102M Buy
138,204
+6,469
+5% +$4M 0.83% 29
2025
Q1 		$75.9M Buy
131,735
+13,521
+11% +$8.72M 0.78% 30
2024
Q4 		$69.2M Buy
118,214
+20,357
+21% +$11.9M 0.72% 36
2024
Q3 		$56M Buy
97,857
+15,432
+19% +$7.94M 0.84% 27
2024
Q2 		$41.6M Buy
82,425
+15,411
+23% +$7.49M 0.73% 28
2024
Q1 		$32.5M Buy
67,014
+6,205
+10% +$2.77M 0.61% 37
2023
Q4 		$21.5M Buy
60,809
+7,378
+14% +$2.4M 0.59% 37
2023
Q3 		$16M Buy
53,431
+1,237
+2% +$373K 0.44% 53
2023
Q2 		$15M Sell
52,194
-7,138
-12% -$1.76M 0.36% 60
2023
Q1 		$12.6M Buy
59,332
+20,182
+52% +$3.44M 0.34% 64
2022
Q4 		$4.71M Sell
39,150
-21,824
-36% -$2.56M 0.14% 118
2022
Q3 		$8.27M Buy
60,974
+9,380
+18% +$1.52M 0.2% 69
2022
Q2 		$8.32M Sell
51,594
-6,960
-12% -$1.34M 0.22% 70
2022
Q1 		$13M Buy
58,554
+12,096
+26% +$3.02M 0.32% 39
2021
Q4 		$15.6M Buy
46,458
+8,879
+24% +$2.95M 0.47% 29
2021
Q3 		$12.8M Buy
37,579
+3,962
+12% +$1.43M 0.33% 43
2021
Q2 		$11.7M Buy
33,617
+3,704
+12% +$1.19M 0.34% 42
2021
Q1 		$8.81M Sell
29,913
-578
-2% -$156K 0.32% 46
2020
Q4 		$8.33M Buy
30,491
+2,776
+10% +$761K 0.38% 47
2020
Q3 		$7.26M Buy
27,715
+718
+3% +$185K 0.39% 47
2020
Q2 		$6.13M Buy
26,997
+12,831
+91% +$2.68M 0.38% 47
2020
Q1 		$2.36M Buy
14,166
+1,746
+14% +$342K 0.2% 80
2019
Q4 		$2.55M Buy
12,420
+11,150
+878% +$2.16M 0.18% 115
2019
Q3 		$226K Sell
1,270
-11
-0.9% -$2.09K 0.01% 346
2019
Q2 		$247K Buy
1,281
+5
+0.4% +$914 0.03% 298
2019
Q1 		$212K Buy
+1,276
New +$203K 0.04% 293

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

Aptus Capital Advisors's META Position: Q1 2026 in Review

Aptus Capital Advisors reduced its Meta Platforms (Facebook) (META) stake by 4.9% in Q1 2026, selling an estimated $4.38M and leaving 133,349 shares worth $76.3M. The position accounts for 0.6% of the portfolio, ranked #32.

Aptus Capital Advisors first reported a position in META in Q1 2019 and has held it in 29 quarters since. The position peaked at $102M in Q2 2025. 5,064 funds tracked by Wall St. Rank hold META as of Q1 2026.

  • Aptus Capital Advisors held 133,349 shares of Meta Platforms (Facebook) worth $76.3M as of Q1 2026.
  • Aptus Capital Advisors sold 6,832 Meta Platforms (Facebook) shares in Q1 2026, an estimated $4.38M.
  • Meta Platforms (Facebook) made up 0.6% of Aptus Capital Advisors's portfolio in Q1 2026, its #32 holding.
  • Aptus Capital Advisors first reported a position in Meta Platforms (Facebook) in Q1 2019 and has held it in 29 quarters since.
  • Aptus Capital Advisors's Meta Platforms (Facebook) position peaked at $102M in Q2 2025.
  • 5,064 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Aptus Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.