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Barry Investment Advisors’s Meta Platforms (Facebook) META Stock Holding History

Barry Investment 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 		– Sell
-348
Closed -$229K – 106
2025
Q4 		$229K Sell
348
-65
-16% -$43.4K 0.05% 87
2025
Q3 		$304K Buy
413
+36
+10% +$26.8K 0.07% 85
2025
Q2 		$278K Sell
377
-1
-0.3% -$618 0.07% 86
2025
Q1 		$218K Sell
378
-10
-3% -$6.45K 0.06% 99
2024
Q4 		$227K Buy
388
+5
+1% +$2.94K 0.07% 96
2024
Q3 		$219K Sell
383
-161
-30% -$82.8K 0.07% 107
2024
Q2 		$274K Sell
544
-48
-8% -$23.3K 0.09% 95
2024
Q1 		$288K Sell
592
-50
-8% -$22.3K 0.1% 92
2023
Q4 		$227K Sell
642
-128
-17% -$41.7K 0.08% 97
2023
Q3 		$231K Hold
770
– – 0.08% 100
2023
Q2 		$221K Buy
+770
New +$190K 0.07% 110
2022
Q2 		– Sell
-924
Closed -$205K – 129
2022
Q1 		$205K Buy
924
+235
+34% +$58.7K 0.05% 123
2021
Q4 		$232K Buy
689
+12
+2% +$3.98K 0.06% 118
2021
Q3 		$230K Hold
677
– – 0.06% 108
2021
Q2 		$235K Sell
677
-47
-6% -$15.1K 0.06% 104
2021
Q1 		$213K Buy
+724
New +$195K 0.06% 106

Other funds holding META

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Barry Investment Advisors's META Position: Q1 2026 in Review

Barry Investment Advisors sold out of Meta Platforms (Facebook) (META) in Q1 2026, closing a stake of 348 shares — an estimated $229K sold.

Barry Investment Advisors first reported a position in META in Q1 2021 and held it in 16 quarters. The position peaked at $304K in Q3 2025. 5,087 funds tracked by Wall St. Rank hold META as of Q1 2026.

  • Barry Investment Advisors reported no remaining Meta Platforms (Facebook) position as of Q1 2026 after selling out during the quarter.
  • Barry Investment Advisors sold 348 Meta Platforms (Facebook) shares in Q1 2026, an estimated $229K.
  • Barry Investment Advisors first reported a position in Meta Platforms (Facebook) in Q1 2021 and held it in 16 quarters.
  • Barry Investment Advisors's Meta Platforms (Facebook) position peaked at $304K in Q3 2025.
  • 5,087 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q1 2026.

Based on Barry Investment Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.