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Avalon Trust’s Meta Platforms (Facebook) META Stock Holding History

Avalon 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 		$284K Buy
497
+91
+22% +$58.3K 0.02% 129
2025
Q4 		$268K Sell
406
-98
-19% -$65.4K 0.02% 129
2025
Q3 		$370K Buy
504
+45
+10% +$33.5K 0.02% 117
2025
Q2 		$339K Hold
459
– – 0.02% 111
2025
Q1 		$265K Buy
459
+300
+189% +$194K 0.02% 117
2024
Q4 		$93.1K Buy
+159
New +$93.3K 0.01% 172

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

Avalon Trust's META Position: Q1 2026 in Review

Avalon Trust increased its Meta Platforms (Facebook) (META) stake by 22% in Q1 2026, buying an estimated $58.3K and bringing the position to 497 shares worth $284K. The position accounts for 0.02% of the portfolio, ranked #129.

Avalon Trust first reported a position in META in Q4 2024 and has held it in 6 quarters since. The position peaked at $370K in Q3 2025. 5,066 funds tracked by Wall St. Rank hold META as of Q1 2026.

  • Avalon Trust held 497 shares of Meta Platforms (Facebook) worth $284K as of Q1 2026.
  • Avalon Trust bought 91 Meta Platforms (Facebook) shares in Q1 2026, an estimated $58.3K.
  • Meta Platforms (Facebook) made up 0.02% of Avalon Trust's portfolio in Q1 2026, its #129 holding.
  • Avalon Trust first reported a position in Meta Platforms (Facebook) in Q4 2024 and has held it in 6 quarters since.
  • Avalon Trust's Meta Platforms (Facebook) position peaked at $370K in Q3 2025.
  • 5,066 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Avalon Trust's 13F filing for Q1 2026, filed 6 May 2026.