AFM
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Aspetuck Financial Management’s Meta Platforms (Facebook) META Stock Holding History

Aspetuck Financial Management’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 		$1.18M Buy
2,071
+49
+2% +$31.4K 0.81% 32
2025
Q4 		$1.33M Buy
2,022
+115
+6% +$76.8K 0.9% 30
2025
Q3 		$1.4M Sell
1,907
-48
-2% -$35.7K 0.96% 30
2025
Q2 		$1.44M Buy
1,955
+1
+0.1% +$618 1.09% 30
2025
Q1 		$1.13M Buy
1,954
+50
+3% +$32.3K 0.97% 31
2024
Q4 		$1.11M Buy
+1,904
New +$1.12M 0.87% 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

Aspetuck Financial Management's META Position: Q1 2026 in Review

Aspetuck Financial Management increased its Meta Platforms (Facebook) (META) stake by 2.4% in Q1 2026, buying an estimated $31.4K and bringing the position to 2,071 shares worth $1.18M. The position accounts for 0.81% of the portfolio, ranked #32.

Aspetuck Financial Management first reported a position in META in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.44M in Q2 2025. 5,064 funds tracked by Wall St. Rank hold META as of Q1 2026.

  • Aspetuck Financial Management held 2,071 shares of Meta Platforms (Facebook) worth $1.18M as of Q1 2026.
  • Aspetuck Financial Management bought 49 Meta Platforms (Facebook) shares in Q1 2026, an estimated $31.4K.
  • Meta Platforms (Facebook) made up 0.81% of Aspetuck Financial Management's portfolio in Q1 2026, its #32 holding.
  • Aspetuck Financial Management first reported a position in Meta Platforms (Facebook) in Q4 2024 and has held it in 6 quarters since.
  • Aspetuck Financial Management's Meta Platforms (Facebook) position peaked at $1.44M in Q2 2025.
  • 5,064 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Aspetuck Financial Management's 13F filing for Q1 2026, filed 6 May 2026.